WP Sync: Connect All Your Tools Without A Monthly Automation Bill

AiX Training Guides
33 min read
WP Sync: Connect All Your Tools Without A Monthly Automation Bill, AiX Training Guide 14
In short

Connect your sales, sign-ups and tools straight from your own WordPress, with no monthly automation bill. Set it up step by step with a real coaching business as the example.

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Picture the next sale you make. Within seconds the buyer is on your Customers list, tagged with the exact product they bought, and their welcome email is on its way. The sale is already a new row in your sales sheet. Your phone buzzes with a message in Slack or Telegram. A week later, the review request goes out by itself.

You did nothing. That is WP Sync. It runs on your own WordPress site and connects more than 175 of the apps marketers use: payment processors, marketplaces, email platforms, spreadsheets, chat apps, calendars, lead ads, course platforms and anything with a webhook. Every bridge is unlimited. There is no task meter and no monthly automation bill, and your contacts and keys never leave your site.

This guide gets it working for you today, following one example business, Brightline Coaching. Every screenshot is a real WP Sync screen.

What you will have by the end of this guide
  • Your sales, payments and sign-ups connected, with every buyer landing on the right list, tagged by product
  • Five to ten working bridges, each one tested before it touches a real person
  • Delays, pacing, filters and a weekly check, plus a list of what you can stop renting
Part 1

What WP Sync Does

WP Sync is a bridge engine that lives inside WordPress. Once you understand four words, every screen in the plugin makes sense.

Sourcewhere something happens: a sale, a sign-up, a booking
Bridgethe rule that says “when this happens, do that”
Mappingnames, tags and fields shaped for each app
Destinationwhere the person goes: a list, a sheet, a channel
Logevery move recorded, searchable, per destination
WordWhat It MeansBrightline Example
SourceAny connection WP Sync can read new people or events from: an email list, a checkout, a payment, a form, a webhook, a membership level.A buyer of the Offer Builder Workshop
DestinationAny connection WP Sync can write to: another email list, a spreadsheet row, a chat message, a webinar registration, a CRM record.The Customers list in ResultsAiX Mailer
BridgeOne rule linking one source to one or more destinations. Each destination has its own mapping, action and timing.Workshop buyers to Customers, the sales sheet and Slack
Push or pollPush sources tell your site the instant something happens. Polled sources are checked every five minutes.Payments arrive instantly; a spreadsheet is checked every five minutes

Rent It Or Own It

A monthly automation service counts every move as a task and bills you for the count. Your business grows, the bill grows with it. WP Sync works the other way round. Build as many bridges as you like, send each person to as many destinations as you like, and move as many contacts as your site and your apps can handle. The number of bridges is not capped, and nothing is counted except the sites you install it on.

Two more things matter to me. First, privacy: WP Sync talks straight from your site to each app, so your subscribers never pass through anybody else’s servers. Second, it is not a sending platform. WP Sync never emails anyone itself. It hands each person to the app you chose, and that app does the sending.

The one idea to hold on to

A new bridge moves people who appear after you build it. It never sweeps a whole list somewhere by surprise. When you do want to bring across the people who were already there, Part 13 shows the two tools for that: Backfill and Migrate.

Part 2

Everything WP Sync Connects

Open the Connections tab and you are looking at more than 175 apps, ready to go. Type a name in the search box and its card jumps straight to you. Here is a small slice of them, the ones marketers reach for first.

WP Sync Connections tab cards for Stripe, PayPal, WarriorPlus, JVZoo, Google Sheets, Slack, Telegram, Discord, Calendly and more
A few of the 175+ apps on the Connections tab
CategoryWhat ConnectsWhat It Does For You
Payments and checkoutsStripe, PayPal, ResultsAiX Payments, Shopify, Gumroad and many more carts and storesEvery buyer on your list the moment they pay
Affiliate marketplacesWarriorPlus, JVZoo and ClickBank, plus your own affiliate programBuyers tagged by product, front end and every upsell
Email platformsResultsAiX Mailer and 39 other email platforms, both waysKeep two lists in step, or move a whole list across
Spreadsheets and databasesGoogle Sheets, Airtable, Notion and othersA live sales sheet that fills itself
Chat and alertsSlack, Discord and TelegramYour team hears about every sale in seconds
Calendars and webinarsCalendly, Cal.com and ResultsAiX WebinarsEvery booking and registrant into follow-up
Lead ads and formsFacebook and Instagram Lead Ads, and the popular WordPress form pluginsNew leads on your list before they forget you
Courses and membershipsResultsAiX Membership and the popular course and membership platformsNew members straight into onboarding
Ads and publishingMeta Conversions, plus posting to Facebook, Instagram, Bluesky, Mastodon and your chat channelsPurchases reported to your ads; new posts announced everywhere
Anything elseWebhook Connect, in and outIf an app can send or receive a webhook, WP Sync can talk to it

New connections arrive in updates, and every one is yours as soon as you update. The Connections tab and the built-in Training tab always show the exact list for your version.

WP Sync runs on 3 sites, and everything inside it is unlimited: bridges, destinations and contacts.

Part 3

A Tour Of The Plugin

Everything sits under one WordPress menu item, split into ten tabs. You will spend nearly all your time in four of them: Connections, Bridges, Activity Log and Dashboard.

TabWhat You Do There
DashboardActive bridges, connected apps and total syncs, then the analytics: the daily chart, success rate, where contacts go and which bridges do the most work.
BridgesEvery bridge, with Test, History, Pause, Edit and Clone on each row, plus Create Bridge and Run Sync Now.
ConnectionsWhere every app is connected, with a search box. The ResultsAiX family sits first.
Activity LogEvery person WP Sync has moved, with the result for each destination.
The restTraining for the built-in knowledge base, Diagnostics for a one-click support report (never containing keys), Settings for your licence and sites, plus Resources and the free ResultsAiX Hub.
WP Sync dashboard with active bridges, total syncs, a 14 day sync chart and sync health rings
The WP Sync Dashboard and its analytics

Pick any range from today to all time, or your own dates. Each card compares with the period before, and the three rings show sync health, where contacts go and which bridge does the most work.

Part 4

Connect Your Apps

A bridge can only use apps that are connected, so this is always the first stop. Open the Connections tab. Each card shows whether that app can be a source, a destination or both, and whether it pushes events instantly.

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Video: WP Sync: Send Any Click To 147 Different Connections

The Ways Apps Connect

MethodWhat You DoUsed By
Nothing at allIt is on the same site, so WP Sync hooks straight in. The card says Connected.ResultsAiX Mailer, Payments, Membership, Mailer Events, and WordPress plugins on your site
API keyPaste the key from the app’s settings and click Connect, then Test Connection.Most email platforms and CRMs
Paste a URL into the other appWP Sync shows you a private address. Paste it into that app’s webhook or notification settings.Stripe, PayPal, WarriorPlus, JVZoo, Calendly and other checkouts and calendars
Service accountPaste the service account JSON, then share each sheet with the email shown on the card, as an Editor.Google Sheets
Channel webhook or bot tokenPaste the channel’s incoming webhook, or your bot token and chat ID.Slack, Discord, Telegram

Every connected card has the same four buttons: Test Connection prints a plain English result on the card, Edit Settings changes a key without disconnecting, Refresh Lists pulls in a list you just created, and Disconnect removes the stored credentials.

Connect A Marketplace: WarriorPlus

Many WP Sync owners sell or promote on the affiliate marketplaces, so this is the connection that pays back fastest. WarriorPlus and JVZoo work the same way: they send a notification for each sale to an address you give them, and WP Sync turns it into a person.

  1. On the Connections tab, find the WarriorPlus card and click Connect, or Edit Settings if it is already on.
  2. Copy Your Webhook / Payload URL. It is private to your site, so treat it like a password.
  3. In WarriorPlus, open your product’s Integrations setting (the IPN, Instant Payment Notification URL) and paste it there.
  4. Paste your WarriorPlus Security Key into the card. WarriorPlus sends it back with every notification and WP Sync checks it, so only genuine sales are acted on.
  5. Optional: list your products one per line, so each one appears in the bridge builder as its own source. Products also appear by themselves the first time they sell.
  6. Save, then click Test Connection.
WarriorPlus connection card in WP Sync with the webhook URL, security key and product list
Connecting WarriorPlus: one URL and your security key
Already sending that notification somewhere else?

A product has one IPN address. If it already feeds a licence tool or WP Conversion Tracker AI, paste those addresses into Forward a copy on the same card. WP Sync passes an exact copy of every notification straight through, so your existing setup keeps working and WP Sync joins in alongside it.

A WarriorPlus or JVZoo bridge can watch all sales, one product, or a single kind of event such as refunds or chargebacks, each across all products or for one product. JVZoo adds routing by affiliate: direct sales, any affiliate sale, or one named affiliate. A repeated notification is recognised by its receipt and ignored, so nobody is synced twice.

Connect A Payment Processor: Stripe

The Stripe card works on the same paste-one-address idea, with clear numbered steps on the card itself.

  1. Copy the endpoint URL from the Stripe card in WP Sync.
  2. In Stripe, open Developers, then Webhooks (newer accounts call it Event destinations), and add a webhook endpoint with that URL.
  3. Choose Select events to send and tick checkout.session.completed. If your checkout is hosted by another tool, tick charge.succeeded as well. WP Sync treats one payment as one sync either way.
  4. Open the new endpoint in Stripe, reveal the Signing secret (it starts with whsec_) and paste it into the card. WP Sync then verifies every event really came from Stripe.

A Stripe bridge can watch all payments and new customers, refunds, subscription endings or unpaid invoices, each as its own source. PayPal, the carts, the stores and the other payment sources follow the same pattern, and each card tells you exactly where to paste.

Connect Your Own Site’s Tools

ResultsAiX Mailer, ResultsAiX Payments and ResultsAiX Membership need nothing at all. If they are active on the same site, their cards already say Connected. The same is true of the WordPress plugins WP Sync reads from directly, such as your store, course or membership plugin: activate the plugin, reload the Connections tab, and the card is ready.

Part 5

Build Your First Bridge

Let’s build the bridge Brightline relies on most: every buyer of the Offer Builder Workshop goes onto the Customers list in ResultsAiX Mailer, tagged, logged in the sales sheet and announced in the team’s Slack channel. One bridge, four destinations.

Step 1: Name It And Choose The Source

Go to the Bridges tab and click Create Bridge. A full-page builder opens with a live preview of the flow at the top.

  1. Name the bridge for yourself. “Workshop buyers to Customers, the sales sheet and Slack” says exactly what it does; “Bridge 4” says nothing in three months.
  2. Choose the source app. Only connected apps appear. Brightline picks ResultsAiX Payments.
  3. Choose the source list or event. Here that is “Buyers of: Offer Builder Workshop”. Long lists get a type-to-filter box, and Refresh lists pulls in anything you just created.
  4. Click Continue. The step folds into a one-line summary and the first destination opens.
WP Sync bridge builder source step with ResultsAiX Payments and buyers of the Offer Builder Workshop
Step 1: name the bridge and pick the source

Step 2: The First Destination

Choose the destination app, what to do there, and where. For Brightline that is ResultsAiX Mailer, Add to list, Customers. Then open Field mapping for this app.

ResultsAiX Mailer destination with field mapping, a product token, a buyer tag and the automations option
A Mailer destination with a tag and automations allowed
SettingWhat It Does
First nameFrom source (the default), a static value, or derived from the email address (jane.smith@ becomes Jane). Add a fallback for anyone who arrives without a name.
Last nameFrom source, a static value, or a fallback.
Custom fieldsKey and value pairs sent to apps that accept them. Brightline stamps Product with the token {product_name}.
TagsComma separated. New tags are created automatically. Brightline adds buyer-workshop.
Automations (Mailer only)Whether people from this bridge may start Mailer automations, and an option to enroll each one in a chosen automation.
Delay / dripWhen this destination receives the person. Part 7 covers it.
Why the Automations box matters

By default, a person added by WP Sync can receive your broadcasts but never starts an automation, a welcome series or a double opt-in. That is what keeps a catch-up of an old list quiet. For brand-new buyers you want the welcome, so tick Let new contacts from this bridge start automations, or choose an automation in Also enroll every synced contact in. Leave the backfill box unticked unless you really mean to welcome everyone already on the list.

Step 3: Add More Destinations

Click Add a destination app as many times as you need. Each destination keeps its own list, action, mapping and timing. Brightline adds three more:

  • Google Sheets Connect, the Brightline Sales Log sheet. A sheet receives every field the source sent, with the name and email on top, so the columns build themselves.
  • Slack, the #sales channel, so the team sees each sale the moment it lands.
  • ResultsAiX Mailer again, this time with the action Add tag, tag ask-for-review, and a seven-day delay. A week after buying, the review request email starts by itself.
WP Sync bridge with one payments source and four destinations: Mailer, Google Sheets, Slack and a delayed tag
One bridge, four destinations

Step 4: Save, Then Test

Open Filters & options if you want conditions (Part 8), then click Create Bridge on the bar at the bottom. The bridge appears on the Bridges list, switched on. Before you rely on it, run the Test from Part 9. It takes a minute and shows you exactly what every destination will receive.

Why one bridge with four destinations beats four bridges

All four destinations see the same person, the same filters and the same source fields, and the Activity Log shows one row with a result for each destination. It is simpler to read, simpler to change and simpler to trust.

Stop Paying Per Task To Move Your Own Customers

WP Sync runs on your own WordPress site, connects more than 175 apps and moves every buyer, lead and booking with no task meter at all.

See WP Sync →
Part 6

Ten Bridges Every Marketer Should Build

This is the part that pays for WP Sync many times over. Each of these takes about ten minutes to build, runs every day without you, and replaces a job you either do by hand or rent a monthly service for. Build the first three this week.

#BridgeWhat HappensHow To Set It Up
1Marketplace buyers onto your listEvery WarriorPlus or JVZoo buyer lands on your list in seconds, tagged with the product they bought.Marketplace, All sales, to your Customers list, tag {product_name}
2Refunds take the buyer tag offA refund quietly removes the buyer tag, so your customer emails stay right.Same marketplace, Refunds, action Remove tag
3Your own checkout to the MailerBuyers from ResultsAiX Funnels or Membership go straight into their welcome automation.ResultsAiX Payments, Buyers of one product, to ResultsAiX Mailer, automations allowed
4A sales sheet that fills itselfEvery sale becomes a row with the amount, product and order id.Any sales source, to Google Sheets
5A ping for every saleYour phone buzzes the moment money arrives.Any sales source, to Slack, Discord or Telegram
6Form fills to the right listEach WordPress form feeds its own list with a source tag.Forms Connect, one form, to a list with a tag
7Bookings into follow-upEvery booked call gets its reminders, and you get a ping.Calendly or Cal.com, to a reminder list plus Slack
8Lead ads onto your listAd leads hear from you while they still remember you.Facebook or Instagram Lead Ads, to your list with campaign tags
9Renewals tag active membersClub members are always tagged right for member-only emails.ResultsAiX Payments, Renewals only, action Add tag
10Purchases reported to MetaYour ads learn who buys, from the server, with the real sale value.Any sales source, to Meta Conversions, Purchase event

Here is how to build the ones people ask about most.

Recipe: Marketplace Buyers, Tagged By Product

This is the one most WP Sync owners bought it for. Source: WarriorPlus, All WarriorPlus sales. Destination: your email platform, Add to list, Customers. Tags: wplus-buyer and {product_name}. Now every buyer lands on your list the moment they pay, and the tag tells your follow-up which product they own, front end and every upsell alike. If you sell on JVZoo too, clone the bridge, switch the source and keep everything else.

Recipe: The Refund Partner

Every buyer bridge deserves a partner. Clone the buyer bridge, change the source event to Refunds, and change the action to Remove tag. Refunds only ever run bridges that picked them on purpose, so your list-building bridges never quietly receive people who were refunded.

Recipe: Every Sale In A Spreadsheet

Connect Google Sheets once, share the sheet with the service account email on the card as an Editor, and add it to your sales bridges. Each sale becomes a row with every field the source sends, with passwords, secrets and tokens stripped out first. Your bookkeeper gets a live sales report without a login to anything else.

Recipe: Paid Group Access On Telegram

Selling access to a private Telegram group? Choose “Personal invite link for” your group as a destination, placed before your email platform in the same bridge. WP Sync creates a single-use invite link for each buyer and hands it on as the token {telegram_invite_link}, so the welcome email can carry it. On your refund bridge, the Revoke personal invite link action takes it back. Discord has a matching option on its card.

Part 7

Timing: Delays, Dates And Pacing

Most automation fires the instant something happens. WP Sync lets every destination choose its own moment, which is how one sale can become a perfectly timed sequence of steps. Open Delay / drip on any destination.

ModeWhat It DoesUse It For
Send nowLeave it empty and the destination receives the person straight away.Adding to a list, team alerts
Wait forHold each person for a number of minutes, hours or days, up to 90 days.A review request a week after purchase; an upsell tag two days later
Wait untilHold everyone until one date and time, in your site’s time zone.Pre-launch sign-ups released at 9am on launch day
DripSend at most a set number of people per window, each one given the next free slot.Feeding a new email account gently; spreading a burst of sign-ups
Mailer destination set to add the ask-for-review tag seven days after purchase
A review request tag, seven days later

Hours, days and set dates land accurately. A wait measured in minutes is approximate on a quiet site, because it is delivered on the next five-minute check. A destination with a delay shows a stopwatch tag in the builder and on the Bridges list, so you can read the whole sequence at a glance.

Drip: Pace Instead Of Pause

A delay holds everyone for the same time, so 200 buyers delayed by an hour still arrive together an hour later. A drip spaces them out instead: one every five minutes, 50 an hour, or 1,000 an hour, all on the same dial. Brightline’s webinar sign-ups go to the Mailer one every five minutes, which keeps a busy registration day smooth.

WP Sync destination set to drip one contact every five minutes into the webinar registrations list
Drip pacing: one every five minutes

The pace holds even when catching up after a quiet spell, and two bridges feeding the same app and list share one lane, so the receiving account gets exactly the pace you set. Drip and delay work together too: wait ten minutes, then drip one every five.

Controlling people who are waiting

A bridge with people waiting shows a queued count on its row with two buttons beside it. Deliver now releases everyone who was waiting when you pressed it. Discard drops them without sending, and a later Backfill can still reach them. Pausing a bridge freezes its queue, and switching it back on carries on at your pace. Change the drip rate at any time and everyone waiting is re-spaced to the new pace.

Part 8

Filters, Tokens And Actions

These three tools turn WP Sync from a copier into a small automation engine.

Filters: Only The Right People

Open Filters & options and add conditions. Leave it empty and everyone syncs. Add conditions and only people who match all of them go through. There are eight operators: contains, does not contain, equals, does not equal, starts with, ends with, is empty and is not empty.

WP Sync bridge filter that keeps the business's own team addresses out of the webinar list
A filter that keeps your own team out

Email, first name, last name and full name are always available. After a source has delivered once, WP Sync remembers the extra fields it sends, such as an order total, a product, an affiliate or a country, and offers them in the filter dropdown. Brightline filters out its own team with “Email does not contain yoursite.com”. All conditions must match; for an either-or rule, build two bridges. A person a filter holds back is logged as skipped, with the condition named, so you can always see a filter doing its job.

Tokens: Real Values In Tags And Fields

Anywhere you type a tag or a custom field value, you can use a token in curly braces. {first_name}, {last_name} and {email} always work, and so does any field the source sends, such as {product_name}, {order_total} or {affiliate}. After the first real event, those fields appear as one-click chips under the boxes. Tokens are not case sensitive, and an unknown token stays as typed, so a typo is easy to spot in a test.

You TypeThe Destination Receives
Tag: {product_name}Offer Builder Workshop
Field Lead Source: Webinar NovemberThe same text on every person, ready to segment on
Field Order: {order_total}The amount from that sale

Actions: More Than Adding To A List

ActionWhat It DoesExample
Add to listSubscribes the person to the list, audience or sequence you chose. Every destination can do this.Buyers onto Customers
Add tagApplies tags to someone, without changing their lists.Renewals tag club-active
Remove tagTakes tags off.Refunds remove buyer-workshop
Update fields onlyWrites names and custom fields without touching list membership.A booking updates a field on an existing subscriber
UnsubscribeRemoves the person from the list.Someone leaving a members-only list

The builder only shows the actions the chosen app really supports, so every saved bridge is one the app can carry out. ResultsAiX Mailer supports all five.

Part 9

Test Before You Trust It

Successful WP Sync owners test every new bridge before a real person goes through it. It takes two minutes and there are two kinds of test.

The Dry Run

Click Test on the bridge’s row. A panel opens with a no-write simulation: nothing is sent anywhere. WP Sync takes a recent real person from the source (or a sample when the source has not fired yet) and shows you whether they pass the filters and exactly what each destination would receive: the name, the custom fields and the tags after tokens are filled in.

WP Sync no-write test showing what the Mailer, Google Sheets, Slack and a queued tag would receive
The dry run: nothing is sent anywhere

Read it like a checklist. Is every destination there? Are the names filled? Do the tags read the way you expect? In Brightline’s test the fourth destination says Would queue, delivered in seven days, which is exactly the review request we planned. The sample shows {product_name} as typed because a sample person carries no product; with a real sale it becomes the product’s name.

The Live Test

Under the dry run is Send a real test. Type an email address you own, adjust the name, add custom fields if you like, and click Send live test. This really delivers to every destination, so it subscribes the address and can start automations. Afterwards, one click removes the test contact again.

The full confidence check
  1. Run Test and read the preview.
  2. Send a live test to an address you own, or make a real test purchase in your checkout’s test mode.
  3. For a polled source, click Run Sync Now on the Bridges tab instead of waiting five minutes.
  4. Open History on the bridge, or the Activity Log, and read the result for each destination.
  5. Open the destination app and see the person there, with the right tags.
Part 10

Watch It Work

Once your bridges are running, three screens tell you everything.

The Bridges List

One row per bridge: the source and its list, the destinations, the delay or drip pace, when it last ran, the total synced and today’s count. A small target badge shows how many filter conditions a bridge has. Sort by newest, oldest, name or your own order (drag the handle), and search by name, app or list.

WP Sync bridges list with six bridges, a drip pace, a seven day delay and Test, History and Edit buttons
The Bridges list
ButtonWhat It Does
TestThe dry run and live test from Part 9.
HistoryThe recent runs for this one bridge.
PauseStops the bridge without deleting it, and freezes any queue.
EditReopens the builder with everything filled in.
CloneAn exact copy, created paused, so you can change one thing and switch it on.
Backfill and MigrateOn bridges whose source is an email platform. Part 13 covers both.

History For One Bridge

Click History on a row, or its run count. You get the latest people through that bridge, newest first, with the result from each destination. It is the quickest way to answer “is this one working?”.

Run history for the WarriorPlus buyers bridge listing each buyer and the result from the Mailer
History for one bridge

A dry run is a preview, so it does not appear here. An empty history means the bridge has not fired yet, which points you at the source: is the bridge switched on, has a new person arrived since you built it, and for a push source, is the address pasted into the other app?

The Activity Log

Every move WP Sync has made, newest first, 25 to a page. Search by email, name or IP, and narrow by type and status. This is how you answer the most common question of all: did this one person sync?

WP Sync activity log with search and filters, listing recent contacts, their bridge, apps and status
The Activity Log
ColumnWhat It Tells You
TypeBridge, for a run from a source; Optin, for a form or push submission that came in directly.
StatusSuccess when every destination accepted; Partial when some did; Queued while a delay or drip is waiting, then Success when it delivers.
DetailsThe message from each destination, the source, the referring page and the exact time.

The log stores the contact details that moved, on your own site, so treat it as personal data under your privacy rules. The Diagnostics tab adds a one-click support report whenever you want a second pair of eyes; the docs cover every setting in detail.

The weekly two-minute check

Once a week, open the Dashboard on 7 days. Look at the success rate, the busiest bridges and where contacts are going. Open History on any bridge that looks quieter than usual. Two minutes, and you know every bridge is doing its job.

Get WP Sync And Every Other Tool On One Key

WP Sync, ResultsAiX Mailer, WP Conversion Tracker AI, Membership, Funnels and every other ResultsAiX plugin, together on one licence key with 3 sites on every plugin.

See The ResultsAiX Bundle →
Part 11

Webhooks In And Out

When an app has no ready-made connection, Webhook Connect covers it. Almost every modern app can send or receive a webhook, so this one card reaches nearly everything.

DirectionHow It WorksUse It For
In (source)WP Sync gives you a private inbound address. Paste it into the other app’s webhook settings. Every POST that arrives becomes a person in your bridges.A quiz tool, a booking form, a custom checkout, your own scripts
Out (destination)Each person is sent as a JSON POST to an address you choose, with their name, email and every field.Another server, an internal tool, a partner’s system

WP Sync reads the email and name it recognises in an unfamiliar payload and remembers every other field, including nested ones written with dots. After the first delivery, those fields appear in filters and as tokens. The inbound address carries a private token, and test pings and address checks are answered politely, so the other app keeps the webhook switched on. Brightline’s webinar sign-ups arrive this way.

A Hand-Built Squeeze Page

For a page you coded yourself, point the form straight at your site’s admin-post.php with two hidden fields: action set to ws_optin, and rule set to the ID of the bridge to feed. Name the visible fields email, first_name and last_name (a single name field is split for you), and add redirect for the thank-you page. A Form Redirect URL saved on the bridge takes priority. Submissions show in the Activity Log as Optin.

Part 12

WP Sync With The ResultsAiX Family

On the Connections tab, the ResultsAiX connections sit together at the top. On the same site they need no keys at all.

ConnectionWhat It DoesA Bridge To Build
ResultsAiX MailerSource and destination. Your Mailer lists appear in the builder. Anyone who unsubscribed or bounced in the Mailer is never added back.Any outside source into a Mailer list, with automations allowed for new people
ResultsAiX Mailer EventsA source that reacts to what happens in the Mailer: a new or confirmed subscriber, an unsubscribe, a tag added or removed, an open, a click, a form, a broadcast sent.One unsubscribe in the Mailer removes the person from your other tools too
ResultsAiX PaymentsA source for the sales, renewals and refunds taken by ResultsAiX Funnels and ResultsAiX Membership, with amount, currency, product, gateway and transaction id.Buyers of one product to their own list; renewals tag active subscribers
ResultsAiX MembershipA source per level and event: a new member, a member who comes back, a rebill or a refund.New members of a level into an onboarding automation
ResultsAiX WebinarsSource and destination. Triggers on attended live, missed it, saw or clicked the offer, watched the replay. As a destination it registers the person for the session you pick.Watched the replay, to a follow-up tag in the Mailer
WP Conversion Tracker AIA source for leads and sales on your tracking links. A “Send to WP Sync” box on each link lets you attach bridges, and an All conversions rule covers every link.Sales on a partner’s promo link, to that promo’s buyer list

Every person WP Sync captures is also announced to the rest of the family. If a ResultsAiX Optimize split test is running on the page that captured a lead, the right version gets the credit with nothing to set up.

A bridge without a source

Choose No source when you build a bridge and it becomes an action you fire from somewhere else, such as a click or a conversion on a tracking link. Set up the destination and its action, save, then attach it where the trigger lives.

Part 13

Catch Up And Move Whole Lists

A new bridge only moves people who arrive after it is built. When the source is one of the email platforms, two buttons on the bridge’s row bring the others across.

ToolHow It WorksBest For
BackfillSends everyone already on the source list through the bridge now, from your browser. A panel explains what will happen and asks you to confirm, then shows the totals.A list of a few hundred or a few thousand
MigrateWorks through a whole list in the background, a batch at a time, with a progress bar and Pause and Resume. Close the page and it keeps going.Tens or hundreds of thousands, or whenever you want to walk away

Both are built to be calm. Email platforms ignore people they already have, so running either twice is harmless. People who unsubscribed from the source are never brought across. Migrate is paced on purpose, so a very big list takes hours, which is exactly what keeps the receiving account happy. On a ResultsAiX Mailer destination, caught-up people arrive silent unless you ticked the backfill box. A spreadsheet destination can gain a second row for someone already there, which the panel mentions before you start.

Past marketplace buyers

Marketplaces and checkouts send each sale once, as it happens, so there is no list to backfill. To bring past buyers across, export them from the marketplace and import the file into ResultsAiX Mailer with the right tags. Guide 5 shows you how. From then on, your new bridge catches every sale as it happens.

Moving to a fresh email account? Put a drip on that destination and start gently, for example 50 an hour; a Backfill into a dripped destination follows the same pace.

Part 14

Replace What You Rent

Here is how I would move off a monthly automation service without missing a single person. Do it one automation at a time.

  1. List every automation you rent. For each: the trigger app, the destination apps, and roughly how many runs a month.
  2. Find each one in WP Sync. Search the Connections tab for every app on your list. Anything without a card can use Webhook Connect.
  3. Rebuild the most used one first, as one bridge with several destinations where the old version had several steps.
  4. Test it, with the dry run and a live test to your own address.
  5. Run both side by side for a few days, and compare the Activity Log with the old service’s history.
  6. Switch the old one off, then move to the next.
What You Rent ForBuild It In WP Sync With
Marketplace sale to email listWarriorPlus, JVZoo or ClickBank source, tags from {product_name}
Payment to email listStripe, PayPal or ResultsAiX Payments source
Form to list or CRMForms Connect or Webhook Connect source
New row in a spreadsheetGoogle Sheets destination
Sales or lead alert in chatSlack, Discord or Telegram destination
Booking to follow-upCalendly or Cal.com source, with a delay
New blog post announced everywhereRSS Feed source to Slack Post, Facebook Page Post, Bluesky and Mastodon
Anything else with a webhookWebhook Connect, in or out
Your replace-what-you-rent checklist
  • Every rented automation written down, with its trigger and destinations
  • Every app found on the Connections tab, or covered by Webhook Connect
  • Each bridge rebuilt, tested and run alongside the old one
  • The Activity Log compared with the old history for a few days
  • The old automation switched off, then the subscription closed when the last one is moved
Part 15

Your 14-Day WP Sync Plan

Here is the order I would follow, an hour a day, to go from “I own it” to “it runs my business”.

Days 1 To 3

See What You Have

  • Update WP Sync to the latest version
  • Search the Connections tab for every app you use
  • Write down every app that holds your buyers, leads and bookings
  • Connect the two that matter most and Test Connection
Days 4 To 6

Your Buyer Bridges

  • Build bridge 1: buyers onto your list, tagged by product
  • Build its refund partner
  • Run the dry run, then a live test to your own address
  • Allow automations for new buyers and check the welcome email
Days 7 To 10

Fan Out And Time It

  • Add a sales sheet and a team alert to the buyer bridge
  • Add a delayed review or upsell tag
  • Connect your forms or bookings and bridge them
  • Add filters to keep your own team out
Days 11 To 14

Replace And Review

  • Rebuild your most used rented automation
  • Run it side by side, then switch the old one off
  • Catch up older subscribers with Backfill where it fits
  • Start the weekly two-minute Dashboard check
By day 14 you will have

Every buyer and lead landing on the right list with the right tags, the right follow-up starting by itself, every sale in a sheet, your team told the moment money arrives, and at least one monthly bill you no longer need.

Part 16

Questions People Ask

How many bridges and contacts can I run?

As many as you like. The plugin does not cap bridges, destinations or contacts. Your hosting and each app’s own rate limits are the only practical ceiling, and drip pacing keeps you comfortably inside them.

Do my contacts go through your servers?

No. WP Sync runs on your own WordPress site and talks straight to each app. Your keys and tokens are stored in your own database.

How fast does a person move?

Push sources, such as payments, marketplaces, forms and webhooks, move the moment the event happens. Polled sources are checked every five minutes, and Run Sync Now checks them on demand.

Will it copy my whole existing list?

Only when you ask it to. A new bridge moves people who arrive after it is built. Backfill and Migrate bring the rest across when you choose.

Part 17

What To Read Next

To turn the buyers WP Sync delivers into repeat customers, read Guide 6. To see which traffic sends them, read Guide 13.

Your First Step, Today

Do one thing today: connect the place your buyers come from, and build the bridge that puts every new buyer on your list, tagged by product. Run the Test, send one live test to yourself, and watch it land. It works from the next sale onwards.

Own Your Automation, Forever

Connect more than 175 apps from your own WordPress site, with unlimited bridges, no task meter and every move logged.

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Keep it, print it, and work through the 14-day WP Sync plan at your own pace.

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Written by Kevin Fahey