Do you want to build automated workflows with different plugins and tools on your WordPress website? With Thrive Automator, you can configure what happens on your website when a specific action is performed.

You can set up triggers that’ll be fired when an event or action occurs.

Some use cases of this feature could be:

In this article, we’ll show you how to start with Thrive Automator and build your first automation.

To start with Thrive Automator, please ensure you have installed and activated Thrive Automator following this method.

Once Thrive Automator is installed, click the Go to the Thrive Themes Dashboard button. As the button text suggests, this will take you to the Thrive Dashboard.

You can also go to the Thrive Dashboard by opening the WordPress admin area and navigating through the Thrive Dashboard >> Thrive Automator.

You'll be taken to the Thrive Automator page when you click on Thrive Automator under Thrive Dashboard in the WordPress admin panel.

The following options are on the Thrive Automator page in the left panel.

Automator

If you open Thrive Automator for the first time, all the pages under these options will be blank.

On the other hand, if you’ve created automations before, you’ll see them listed on the page.

The left panel on this page will show you the number of present automation, and the different triggers applied.

Logs

Not everything may work perfectly. It may be affected by a third-party plugin on your website, the internet connection, or a server-side error interrupting the automation.

The Logs section in the Thrive Automator panel will list the errors (if any) when automation fails to load or complete. You can read our document to learn more about the Logs section in Thrive Automator.

Apps

The Apps or the Applications page in Thrive Automator lists all the API connections built for automation to work.

You can see use this section to view, edit and add any new API connections you may need.

We’d recommend you read our detailed documentation to learn more about the Apps section in Thrive Automator.

After you’ve installed the Thrive Automator or accessed it through the Thrive Dashboard, you’ll be taken to the Thrive Automator page, where you can create your first automation by clicking the Create your first automation button.

If you've already created automation before, you can start creating another one by clicking the + Add new button on the top right corner of the Automator page in Thrive Automator.

When you start creating automation, give it a meaningful name. This can be done by clicking the pen icon beside the default name on the page's top left corner.

Once you finalize the name for your automation, you can start creating the automation by setting up triggers.

Triggers are events that, when they occur, pass signals to perform the related action.

Under the triggers window, you can search or explore triggers using the search bar.

Available triggers are divided into different categories, as listed below.

Similarly, additional trigger categories will be added depending on the different Thrive products installed on your website.

You can read our document to learn more about Triggers in Thrive Automator.

Let’s consider that you want to assign the Subscriber user role to a newly added WordPress user.

For example, select the “User creates a new account” trigger in the search bar.

Once you select a trigger, you’ll need to select a condition of when this trigger will push the action.

Available conditions in this particular trigger include the following:

After you select a trigger and the condition, click the Done button.

In the next step, you’ll see a flowchart where you’ll see the trigger you’ve just selected.

To add an action, a filter, or a delay in the automation, click the plus (+) icon below the trigger in the flowchart.

When you click the plus (+) icon, you can select the following action to add to the automation.

You’ll see a block containing action categories you can select from when you click the icon. The action categories include the following:

Filters: that help you add filters to decide when the action should be performed.

Delay: allows you to add a period you’d like to wait until the action is performed.

Advanced data mapping: lets you map specific user data fields. You can read more about Advanced data mapping in our document.

Send webhook: allows you to send a webhook by entering the webhook URL, the request type, header, etc.

Email: where you can decide whether to add or tag a user in an autoresponder.

WordPress: through which you can decide whether you’d like to add, remove, or update a user role.

In this example, select “Add user role” as the action, select a user role such as a Subscriber in the following field, and click the Done button.

You’ll now see the action added to the flowchart.

You can continue adding actions by clicking the plus (+) icon to add more actions to the automation.

You can read our document to learn more about Actions and Filters in Thrive Automator.

When you add all the required actions to the automation, you can decide whether you’d like to activate the automation immediately.

If you want to activate the automation, click on ACTIVE in the page's top right corner.

Whether or not you’ve activated the automation, you can save it by clicking the Save and Finish button on the bottom right of the screen.

We’ve just seen how you can install and set up Thrive Automator, a closer look into its dashboard, triggers, actions, and filters, and create automation that’ll assign a Subscriber user role to any new account user.

Different reasons may prevent some triggers and actions from being listed. Here are some conditions you can check:

You can integrate Thrive Automator with your service or platform using the Send Webhook action or the Incoming Webhook trigger. The integration will work only if the service or platform supports incoming and outgoing webhooks.

Here are some use cases we’ve listed to help you understand how webhooks help to work with Thrive Automator:

Each trigger or action in Thrive Automator may use one or more data sets. You can read more about the type of data Thrive Automator uses here.

You can find the full list of third-party applications with which you can use Thrive Automator.

Different third-party services may have different response guidelines. We recommend you read these guidelines and pay attention to what kind of format/fields these services accept.

Our document will help you understand how webhooks are sent to a third-party service.

Next, if you’d like to know the difference between the Thrive Automator Apps and other Thrive Integrations, you can read our document about it.