WPfomify Documentation

How to integrate Zapier addon with WPfomify?

The Zapier Addon lets you send data to WPfomify on your WordPress website from any web application and display the notifications.

1. Install the Addon

To get started with Zapier integration for WPfomify, install and activate the addon from WPfomify > Addons page.

2.Create Notification

Go to WPfomify > Add New and create a new notification. Select the Notification Type as Conversion and set the content source to Zapier and publish it

 

3. WPfomify Zapier App

We have built a Zapier App for WPfomify.

Sign in to your Zapier account, Click this link to accept the invite and start using WPfomify Zapier app.

4. Make a Zap

Now, let’s get started with creating a Zap.

Step 1 – Create a Zap

Click the blue button to create your first zap.

Step 2 – Selecting Trigger App

Choose your trigger app. Your trigger app is the source of your data. In this example, I am going to use Gravity Forms as a source trigger. You can choose from several other available options depending on your requirements.

Follow the instructions to connect your Trigger App with your website/app. You will receive a notification of successful connection as shown below.

Step 3 – Setting up Action App

Now, connect with the Action App. This is where we need to use WPfomify App.

Select WPfomify Beta app and continue.

Step 4 – Connect WPfomify App with your WordPress website

Now, we need to connect the WPfomify app with your WordPress website where you have WPfomify plugin active. To do this, click the Connect Account button.

It will open up a popup as shown below:

We need to fill the following information:

  1. API Key – you can find this from WP admin > WPfomify > Settings > Advanced Tab.
  2. Website URL – This is your website URL
  3. Post ID – This is the ID of the Zapier notification that we published above.

Finding your API Key

Login to your WordPress website and go to WP admin >  WPfomify > Settings > Advanced Tab.  Copy the API key from here and paste it in the API Key filed in the Popup Box.

Finding the Post ID 

Go to WP admin > WPfomify page. It will display all the notifications. Edit the Zapier notification that you created at the beginning of this post.

Check the URL for this page, it has a number after post, this number is your Post ID

 

Put the API Key, Website URL and Post ID in the popup box and click Yes, Continue button.

Step 5 – Creating Notification Template

Enter the name of your Product/Service in the Title field. For other fields like – name, email, city etc. you can get the details from the Trigger App.

That’s all!

You have successfully connected Zapier with WPfomify.

5. Managing your Entries

Each entry gets saved to the WPfomify notification on your website. So, you can easily update/delete these entries from WP admin. To do this, go to WP admin > WPfomify > Edit the Zapier Notification and click the Show Entries button under Content Tab. 

This will take you to a new page which lists all the entries. You can click the Quick Edit link to update the data for the entry Delete it.

So, that’s all about creating and managing entries via Zapier for WPfomify.

If you have any questions or need help, please feel free to contact us.