Search results for create zap triggers

222 articles found

  • Adding a tag on an action

    One way to trigger custom events from other plugins in the funnel builder is to add a tag whenever an action is completed. This acts as an alternative to creating a custom benchmark. The Plugins API

  • Funnel: Filters

    Overview Funnel filters in Groundhogg allow you to sort and view the funnel list based on specific data and criteria. After navigating to Groundhogg > Funnels, you’ll see a list of active funnels

  • Branching: Multi Branch

    Multi Branch Settings, often referred to as multi-path branching or prioritized conditional routing, take funnel logic beyond the binary Yes/No framework into a more versatile and nuanced structure.

  • HelpScout Integration: Setup contact record siderbar widget

    You can display the Groundhogg contact record in HelpScout tickets in just a few steps using the Groundhogg HelpScout Integration. Instructions: Open Apps under the HelpScout Manage menu. Search for

  • Companies: Notes

    A popular feature for companies is the notes. You can find the Notes section under the Company information card. A WYSIWYG editor is provided to generate notes with Bold, Italic, Unordered lists,

  • SMTP: Connect to Sendgrid

    If you are using SendGrid with the SMTP extension please follow these steps. Navigate to the Email API Screen and select SMTP Relay. Enter an API key name (does not have to be anything specific) and

  • Lead Scoring: Introduction

    Lead scoring is one of the most effective ways to find your most likely “ready to buy” customers. The largest organizations in the world use lead scoring to determine when it's the right time to send

  • What To Do If Events Are Stuck Waiting

    If events are stuck in the Waiting Status it can be caused by a couple of things. Your Cron Job is not active. The most likely reason is your cron job is no longer active, to solve this follow the

  • Using Web Forms As Internal Forms

    All web forms can be used as internal forms as well from within the admin area. When filling out an internal form as an admin, the information used will create or update an existing contact and add

  • AWS Integration: Setup

    AWS is a powerful service that allows you to send both email and SMS directly from your site. Our integration provides several useful features such as... Send emails through SES Send SMS through SNS

  • Benchmark: Plugin API Benchmark

    The Benchmark "Plugin API Benchmark" provides a way to create your own custom benchmark. Drag and drop the "Plugin API Benchmark" Benchmark over into the flow on the left. You will be presented with

  • AWS Integration: Troubleshooting SES

    If you are experiencing errors sending emails with AWS there could be a couple of reasons as to why. Your Account is in Sandbox Mode. Your AWS SES account may be in Sandbox mode. You can request for

  • Saved Replies

    You can compose and send an email directly from the Contact record. In the email editor, you also have the option to use a saved reply. Click the Saved Replies icon to open a window where you can

  • Action: Plugin API Action

    If you would like to create your own custom Action use the Plugin API Action. To add the Plugin API Action to the funnel flow, either click the "+" at the branch and click the Plugin API Action step

  • Booking Calendar: Calendar Settings

    Groundhogg Booking Calendar provides various settings that allow calendar owners to manage their appointments efficiently and with ease. General Settings Booking Calendar contains distinct setting

  • WPForms Integration

    Using WPForms? Follow this guide to connect WPForms to Groundhogg! Prerequisites: You have purchased the WPForms integration or the Plus Plan or better. You have installed the Extension Manager or

  • Custom fields in the list view

    Customizing the contact list view in Groundhogg lets you display the data that matters most to your business—whether it’s tracking a "Last Purchase" date or hiding less-used fields like "Survey

  • Fluent Forms Integration

    Using Fluent Forms? Follow this guide to connect Fluent Forms to Groundhogg! Prerequisites: You have purchased the Fluent Forms integration or the Plus Plan or better. You have installed the

  • WooCommerce: Adding data from the Checkout Field Editor

    If you utilize WooCommerce along with the " Checkout field editor" to incorporate additional fields into your checkout form and aim to gather data to append to your Contact, here's what you need to

  • Twilio Integration: Introduction

    Twilio makes it possible to leverage SMS and WhatsApp as channels to communicate with your customers! Twilio offers some unique features above other SMS integrations, for example, limited 2-way

  • Meta Conversions API Integration: Introduction

    With Groundhogg’s Meta Conversions API Integration, you can send conversion events directly from your funnels to Meta (Facebook) for better tracking, optimization, and retargeting. Follow these steps

  • SendGrid Integration: Connect to SendGrid with the email API

    Basic SMTP can be slow, so SendGrid has a REST API that can deliver emails much faster! Here is how you use our SendGrid integration (also included in plus plan or above) to deliver emails via the

  • GiveWP Integration: Benchmarks

    GiveWP has two benchmarks. Before using this benchmark you will want to create a donation form in GiveWP Drag and Drop the GiveWP Benchmark into the flow New Donation: This benchmark executes when a

  • Booking Calendar: Change appointment length

    With the Groundhogg booking calendar you can change the length of the appointment from the default 1 hour, to as short as 1 minute and as long as 23 hours and 59 minutes. First you need to install

  • Contact Notes

    You can keep track of detailed contact information by using the Contact Notes feature. What are notes? Notes allow you to store detailed information about a contact using a WYSIWYG editor. For

  • Google Calendar Sync Explained

    Groundhogg Booking Calendar is one of the advanced enhancements to your Groundhogg account. Using the calendar, admins can enable appointment bookings for their site. Booking Calendar is packed with

  • Booking Calendar: Connect your Zoom account

    If you want to create Zoom meetings when someone schedules a new appointment from the Groundhogg Booking Calendar you're just a few simple steps away. Connect Groundhogg to your Zoom Account Open the

  • What Is Transactional Email

    Warning! You should not use transactional type email for all your emails, this can land you in legal trouble with your local authorities. When you send an email using a funnel or one-off email you

  • Task Outcomes

    Task Outcomes in Groundhogg let you create custom results for tasks, giving you flexibility to track how they’re completed. Whether you’re managing sales follow-ups, support tickets, or marketing

  • How to Sync Users With Contacts

    Note For security reasons Groundhogg only provides one way sync. This means that the best way to update a WordPress user (and ensure it's seen in the Groundhogg contact record) is to update it in the

  • WP Simple Pay Integration (Stripe): Introduction

    WP Simple Pay allows you to collect payment anywhere on your site using a form. And you have the option to have a benchmark that allows you to do what you want after the form and payment is done. You

  • Manage Logs

    In the Manage section, you will find 4 tools. Purge historical event logs Cancel Waiting/Paused Events Fix unprocessed events Purge historical activity logs These tools can help with issues such as

  • Action: Webhook

    Groundhogg provides webhooks that you can use to communicate with other software or instances where Groundhogg is located on another website. You want to add Webhook to the funnel by dragging it from

  • Twilio Integration: Composing & sending WhatsApp messages

    Before continuing, please review Getting started with WhatsApp. Once you have configured Groundhogg to send and receive messages with WhatsApp, you can begin to message your customers and collect

  • Booking Calendar: How to send contacts SMS notifications for appointments

    Once you have set up the notifications you want to send to your contacts after they book an appointment on your calendar, you will want to set up SMS. How to set up SMS notifications for contacts:

  • Postmark Integration: Connect to Postmark with the email API

    Basic SMTP can be slow, so Postmark has a REST API that can deliver emails much faster! How to setup Postmark Integration (included in plus plan or above) to deliver emails via the Postmark API.

  • How To Schedule a Broadcast

    Broadcasts are used to send out a single email to a large list of contacts all at once. To schedule a broadcast follow these steps: Option 1: Click on the Grounghogg icon at the top right of your

  • Web Form Widget(Block)

    The Groundhogg Web Form Widget is a WordPress block designed to simplify the process of embedding forms into your posts and pages. Prerequisites A WordPress site with the Groundhogg plugin installed

  • Preventing Spam in Web Forms with Google reCaptcha

    If you are experiencing a lot of spam coming through your web forms you can use Google reCaptcha to prevent bots from spamming your forms. How to Setup Google reCaptcha 1. Get your reCaptcha keys

  • Really Simple Payments: Initial set up

    Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

  • Elementor Integration: How to Connect to Groundhogg

    Elementor is a popular page builder plugin for WordPress which makes it easier to build beautiful pages. The Elementor PRO version of the plugin (which is a paid upgrade from Elementor free edition)

  • Advanced Features: Introduction To Webhooks

    Webhooks is included in the basic plan of Groundhogg and you will need to install the advanced features plugin to use webhook's. Groundhogg provides webhooks that you can use to communicate with

  • Contacts

    Groundhogg is a Customer Relationship Management (CRM) system and is made up of various components and features that help businesses manage their interactions with current and potential customers.

  • ZeroBounce: Introduction

    Delivering emails inside the client's primary inbox is a hard task as it relies upon various elements, including maintaining a good server reputation and you can use ZeroBounce to help you.

  • Benchmark: Web Form

    A Web Form benchmark is your tool to gather information from visitors—like names, emails, or event RSVPs—and kick off automated workflows. To add a form to your funnel, use the Web Form benchmark

  • Adding custom reports

    Groundhogg provides functionality to add reports in the Groundhogg dashboard. Using the Groundhogg dashboard you can add tables, line chart, donut chart in the dashboard. To add your custom chart you

  • Really Simple Payments: Setting up Payments

    Note: Really Simple Payments has been discontinued to concentrate on developing smooth and improved integrations with top-tier payment solutions. We have decided to prioritize compatibility with

  • Advanced Features: Introduction to the Advance Timer

    The advanced timer is available in the basic plan or above. What does the advance timer do? The advanced timer allows you to set a time limit between actions. It allows you to use common language as

  • Dashboard

    Groundhogg's dashboard offers a highly intuitive, user-friendly interface designed to give users quick access to essential tools and insights. The dashboard features a range of helpful widgets, each

  • Booking Calendar: How to send admin notifications for appointments

    Once people start booking appointments through your calendar, you're going to want to be able to get notifications so you can stay on top of things. How to set up admin notifications: First, log into