AutomatorWP

#Overview

WP Fusion integrates with AutomatorWP to allow you to automate actions in hundreds of plugins and third-party services based on tag changes in your connected CRM.

For more information on the similarities and differences between WP Fusion and AutomatorWP, check out WP Fusion vs AutomatorWP.

Note: To use WP Fusion with AutomatorWP, you must install the AutomatorWP – WP Fusion addon.

#Setup

Create a new recipe and choose WP Fusion as the trigger. The available options are Tag Applied and Tag Removed. For each you can select a single tag from the dropdown.

Screenshot of an automation setup interface for marking a course as completed, showcasing WP Fusion CRM integration. The trigger is Entry Approved in WP Fusion, leading to the action of marking a course as completed in LearnDash. Options to add triggers and actions are clearly visible.
In this automation, when the Entry Approved tag is applied, a course is marked complete for the user.

Then, connect your trigger to one or more actions. When the selected tag is applied (or removed), the connected actions will be triggered.

#Action

WP Fusion can also be used as an action connected to another trigger. The available actions are Apply tag, Remove tag, and Track Event (via the Event Tracking addon).

The user interface for editing automation in a software application now features WP Fusion CRM integration. Triggers include a WordPress login, with actions that add the First Login tag via WP Fusion. Options to save, clone, export, and delete automation are also available.
In this example, a tag is applied the first time the user logs in to the site.

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These features require a

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license of WP Fusion

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