This article will show you how to configure and use the Add Plugin node in Automations Pro.
What is the Add Plugin Node?
The Add Plugin node in Automations Pro allows you to seamlessly connect with external plugins to handle data processing, validation, notifications, and more—all within your automation workflow. Even better, the results generated by these plugins can be stored for use in later steps, making your automations smarter and more dynamic.
What Does it Look Like in Action?
Imagine you’re adding new customer information or updating existing contacts. With Automations Pro, you can automatically trigger the Mailchimp plugin to instantly update Mailchimp—like adding a tag to a contact—without any manual effort. This keeps your tools in sync and your workflow running smoothly. For example, when you add new customer information, Automations Pro can trigger the Mailchimp plugin to automatically sync the “Customer level” value to Mailchimp as a tag—no manual work required.
How to Set it Up?
Step 1 Creating a new Automation Pro and configuring the trigger node
Go to the form where you want to create a new automation.
Click Extension > Automations.
Click + New Automation to enter the design canvas.
Set up your trigger node (e.g., Add Record) to kickstart your workflow.
Step 2 Adding the Add Plugin node
After your trigger node, click the plus (+) button to add a new node.
Select Add Plugin from the options.
Choose the plugin you need (for example, Mailchimp) based on your business requirements.
Step 3 Choosing and configuring the Plugin
In the dropdown menu, pick the plugin you want to use. You can select from installed plugins or your own custom plugins.
Once selected, the required configuration fields will appear automatically.
For Mailchimp, simply fill in the Audience ID, Email Address, and Tag Name to add a tag to your contact. (Not sure where to find your Audience ID? See the Mailchimp documentation for help.) In our example, we map
The system provides three types of parameter options for each node: Custom, Field Value, and Template String.
Parameter Type | Description |
Custom | Enter a fixed value manually |
Field Value | Select field values stored in previous nodes, or use the following built-in values: |
Template String | Freely combine text, symbols, field values from previous nodes, and the following values: |
Notes:
The available values for request parameters vary depending on the specific plugin being configured. Please refer to the plugin details for exact configuration options.
When selecting field values or field IDs stored in previous nodes, Subforms are not supported.
Previous nodes that support selecting field values and field IDs include: trigger nodes, Add Formula, Add Plugin, Query Record, and Add Record nodes.
If a plugin node is on a specific path, it cannot select nodes from other paths. If it is not on any path, it cannot select nodes from within any path.
Step 4 Configuring the Run Result (Optional)
Some plugins, like Mailchimp and Text Field Validation, can return results after they run.
Click Add to specify which results you want to capture, and set the appropriate data type.
These results will be stored as fields in your plugin node, making them available for use in the next steps of your workflow.
Notes:
When configuring different plugins, the returned parameters of each plugin may vary. Some plugins may not return execution results. The specific configuration items are subject to the content of each plugin.
Supported data types include: Text, Number, Date/Time, and Array.
After the plugin’s returned parameters are stored in a field, the triggering and validation of that field are as follows:
Feature / Validation | Supported | Description |
Trigger Data Factory delayed calculation | ✔️ | Automatically triggers delayed calculation |
Trigger form date/time reminder | ✔️ | Automatically triggers form date/time reminders |
Trigger Aggregation | ✔️ | Automatically triggers aggregation |
Trigger Webhook data push | ✔️ | Automatically pushes data via Webhook |
Trigger Automations Pro | ✔️ | Automatically triggers advanced automation flows |
Duplicate value check, form validation, required field check | ❌ | Not supported for these validations |
Aggregation table validation | ❌ | Not supported for aggregation table validation |
Trigger data linkage, formula, default value acquisition | ❌ | Not supported for linkage, formulas, or defaults |
More to Know
Q: How can I check the execution status of a plugin?
A: You can find the execution status in the Trigger History of Automations Pro. If the plugin executes successfully, you can view details such as processing time and duration. If the plugin execution fails, Automations Pro will stop further execution and display the error message in the trigger history.
Super admins, or business owner can click Retry on the Trigger History > View Details page to re-execute the plugin with the original design version and the latest data.
