Forms: 3rd-Party Integration

Send Contact Form 7, Gravity Forms, or Ninja Forms Submissions to a 3rd-party Service, like a CRM. Multiple configurable services, custom field mapping. Provides hooks and filters for pre/post processing of results.

Allows you to send separate emails, or attach additional results to existing emails. Comes with a couple examples of hooks for common CRMs (listrak, mailchimp, salesforce). Check out the FAQ section for add-on plugins that extend this functionality, like sending XML/SOAP posts, setting headers, and dynamic fields.

The plugin essentially makes a remote request (POST) to a service URL, passing along remapped form submission values.

Based on idea by Alex Hager “ How to Integrate Salesforce in Contact Form 7 “.

Original plugin, Contact Form 7: 3rdparty Integration developed with the assistance of AtlanticBT. Current plugin sponsored by Stephen P. Kane Consulting.

Please submit bugs / support requests to GitHub issue tracker in addition to the WordPress Support Forums because the Forums do not send emails.

Hooks

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• add_action('Forms3rdPartyIntegration_service_a#', $response, $param_ref);

• hook for each service, indicated by the # – this is given in the ‘Hooks’ section of each service

• provide a function which takes $response, &$results as arguments

• allows you to perform further processing on the service response, and directly alter the processing results, provided as array('success'=>false, 'errors'=>false, 'attach'=>'', 'message' => '');

• success = true or false – change whether the service request is treated as “correct” or not

• errors = an array of error messages to return to the form

• attach = text to attach to the end of the email body

• message = the message notification shown (from CF7 ajax response) below the form

• note that the basic “success condition” may be augmented here by post processing

• add_action('Forms3rdPartyIntegration_service', $response, $param_ref, $sid);

• same as previous hook, but not tied to a specific service

• add_filter('Forms3rdPartyIntegration_service_filter_post_#,...

• hook for each service, indicated by the # – this is given in the ‘Hooks’ section of each service

• allows you to programmatically alter the request parameters sent to the service

• should return updated $post array

• add_filter('Forms3rdPartyIntegration_service_filter_post', 'YOUR_HOOK', 10, 4);

• in addition to service-specific with suffix _a#; accepts params $post, $service, $form, $sid

• add_filter('Forms3rdPartyIntegration_service_filter_args', 'YOUR_HOOK', 10, 3);

• alter the args array sent to wp_remote_post

• allows you to add headers or override the existing settings (timeout, body)

• if you return an array containing the key response_bypass, it will skip the normal POST and instead use that value as the 3rdparty response; note that it must match the format of a regular wp_remote_post response.

• Note: if using response_bypass you should consider including the original arguments in the callback result for debugging purposes.

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add_action('Forms3rdPartyIntegration_remote_failure', 'mycf7_fail', 10, 5);

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hook to modify the Form (CF7 or GF) object if service failure of any kind occurs — use like:

function mycf7_fail(&$cf7, $debug, $service, $post, $response) {

$cf7->skip_mail = true; // stop email from being sent

// hijack message to notify user

///TODO: how to modify the “mail_sent” variable so the message isn’t green? on_sent_ok hack?

$cf7->messages[‘mail_sent_ok’] = ‘Could not complete mail request:** ‘. $response[‘safe_message’];

}

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needs some way to alter the mail_sent return variable in CF7 to better indicate an error – no way currently to access it directly.

• add_action('Forms3rdPartyIntegration_service_settings', 'YOUR_HOOK', 10, 3)

• accepts params $eid, $P, $entity corresponding to the index of each service entity and this plugin’s namespace, and the $entity settings array

• allows you to add a section to each service admin settings

• name form fields with plugin namespace to automatically save: $P[$eid][YOUR_CUSTOM_FIELD] $rarr; Forms3rdPartyIntegration[0][YOUR_CUSTOM_FIELD]

• add_action('Forms3rdPartyIntegration_service_metabox', 'YOUR_HOOK', 10, 2)

• accepts params $P, $entity corresponding to the index of each service entity and this plugin’s namespace, and the $options settings array (representing the full plugin settings)

• allows you to append a metabox (or anything else) to the plugin admin settings page

• name form fields with plugin namespace to automatically save: $P[YOUR_CUSTOM_FIELD] $rarr; Forms3rdPartyIntegration[YOUR_CUSTOM_FIELD]

• add_filter('Forms3rdPartyIntegration_debug_message', 'YOUR_HOOK', 10, 5);

• bypass/alternate debug logging

• add_filter('Forms3rdPartyIntegration_plugin_hooks', 'YOUR_HOOK', 10, 1);

• Accepts an array of contact form plugin hooks to attach F3p to, and returns that array. Modify result to attach to additional plugin hooks, like GF edit.

• add_filter('Forms3rdPartyIntegration_service_filter_url', 'YOUR_HOOK', 10, 2);

• hook a function that takes the $service_url, $post_args and returns the endpoint $url

• used to modify the submission url based on mappings or other information

• $post_args contains the body and other wp_remote_post details

Basic examples provided for service hooks directly on plugin Admin page (collapsed box “Examples of callback hooks”). Code samples for common CRMS included in the /3rd-parties plugin folder.

Stephen P. Kane Consulting

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