The Social Planner Posts workflow trigger lets you automate actions based on your social media post activity in ZipLeads.
You can create workflows that respond when posts are scheduled, published, approved, rejected or fail to publish. For example, you can automatically notify your team when a post fails to publish.
Important Notes
Only social accounts connected through Social Planner are supported.
Social accounts connected through Integrations aren't currently supported by this trigger.
Your filters decide which post events start the workflow.
Available Trigger Filters
Use filters to control which Social Planner posts start your workflow.
Filter | Options |
Category | Existing Social Planner categories |
Platform | Facebook, Instagram, Bluesky, Google Business Profile, LinkedIn, Pinterest, Threads, TikTok, YouTube |
Post Status | Approved, Failed, Approval Rejected, Approval Requested, Published, Scheduled |
Post Type | Carousel, Post, Reel, Short, Story |
Social Accounts | Connected Social Planner accounts |
Tags | Existing Social Planner tags |
You can combine filters to target specific posts. For example, select Platform: Facebook and Post Status: Published to run a workflow when a Facebook post is published.
How to Set Up the Social Planner Posts Trigger
Go to Automation > Workflows and create a new workflow or open an existing one.
Click Add new trigger, search for Social planner posts and select it.
Under Filters, choose your conditions, such as Platform or Post Status.
Click Save trigger.
Add and set up your workflow actions, such as an internal notification or another follow-up action.
Save and Publish your workflow.
Use Social Planner Post Details in Workflow Actions
In supported message actions, select Custom values > Social planner posts to insert information about the post that triggered the workflow.
Available fields include Post Event, Social Account, Social Account Name, Platform, Post Type, Category, Tags and Post ID.
This lets you include useful post details in your automated messages.
