Wordpress CRM Integration

Connecting Wordpress to your CRM easily and effectively

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Ninja Forms Capsule Plugin for Wordpress

The Ninja Forms Capsule extension enables you to create any new Person, Organisation, Opportunity, Task, and Note in your Capsule account directly using Ninja Form's powerful and easy drag and drop form builder.

Browse the posts here to  get some insight, hints, and tutorials to help you get the most out of your Wordpress-to-Capsule integration.

December 14, 2017 by Stuart Sequeira

Creating a Task in Capsule from WordPress

The Ninja Forms Capsule extension lets you create a task from your web form.  This is ideal if you want your web form to automatically assign a task to someone upon form submission.  Here are the Task fields that you can add:

  • Description
  • Days Until Due
  • Detail
  • Owner

Description is the title of the task.  Most likely, you’ll set this directly in the field mapping with something consistent to notify the assignee, something like, “Web Form Submission Follow Up”

Days Until Due sets the due date for the task.  Again, you’ll most likely set this directly in the field mapping, unless you want the form visitor to set their own due date.  The format for this field is a plain English wording of how long the due date is from the time of submission.  For example, “2 weeks” or “3 days”.

Detail contains the details of the task.  This is ideal for a paragraph text from the site visitor to add any specifics of their request.  Of course, you can also set this yourself if you don’t want the site visitor to have a say in it.

Owner is the username of the Capsule user you wish to assign the task to.  Ensure that you use the username, which will be the name the person uses to log into Capsule.

When you are done, you field map should look similar to this screen shot:

Screen shot of Capsule Task Map

Filed Under: Capsule

November 28, 2017 by Stuart Sequeira

Capsule’s New API v2

Capsule has released their new API v2 and they will be dropping v1 in January.  So what does that mean for you users of the Ninja Forms Capsule extension?  Hopefully nothing!  I’ve been working diligently to migrate things over in the background so that the transition for you will be seamless.

There is one big item to note: Capsule is moving to an Open Auth process for access.  That’s a big enough deal that I’ll write a separate post on that.  For new users, that’s all you’ll ever see in the dashboard so no surprises for you.

For existing users, you’ll notice that your old credentials no longer appear.  They aren’t lost, they just aren’t being shown anymore.  I added a feature that would detect the credentials of existing users and use those to get updated Open Auth credentials so you won’t have any interruption in performance and it will be invisible to you.  That being said, it’s probably best that you at least familiarize yourselves with the new dashboard so that you aren’t surprised the next time you visit.

Another relatively minor change in how the API behaves is that Organisation names must now be unique.  In v1, each form submission that mapped to an Organisation would create a new Organisation, even if the name were identical to an existing one.  Now, in v2, that is no longer allowed.  If a site visitor types in the name of an existing Organisation, it won’t be created.  The Person and all other modules will work exactly as before.

I made a design decision to NOT connect the new Person to the existing Organisation because that would give any person with access to your form to add entries to your organisations that are unintended.  The default work flow will be that, if you truly did intend to link a new Person to an existing Organisation, you will do that from your Capsule dashboard.

As always, if you have any questions, feel free to contact me.

Filed Under: Capsule Tagged With: versions

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Maintained By:

Stuart is the author of several CRM integration plugins for Wordpress using Ninja Forms. He also writes custom integrations that cater to the unique sales and marketing needs of his clients.

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