Sending CRED data to Third Party Systems

This thread is resolved. Here is a description of the problem and solution.

Problem

I would like to collect Data with CRED, and when the Form is submitted, send this data to another, external 3rd party application, that does not reside on the Wordpress Install or is by another Plugin/Theme.
Can you help me with this?

Solution

The success of this depends mainly on 2 things:

- What WordPress can do,

- what PHP can do.

If you know how to send data with PHP from WordPress installs to populate 3rd Party Databases, then those same methods will work perfectly fine within CRED as well.

The CRED API will allow you to hook your custom code whenever you need it.

Most likely you would use a late hook, so to make sure all data is in the database already, and you can grab it safely.

How to send the data out of WordPress to a completely different system, or populating 3rd Party databases, is something we cannot assist with in the Forum.

Relevant Documentation

https://toolset.com/documentation/programmer-reference/cred-api/

https://toolset.com/documentation/programmer-reference/cred-api/#cred_submit_complete

https://toolset.com/contractors/

This support ticket is created 6 years, 9 months ago. There's a good chance that you are reading advice that it now obsolete.

This is the technical support forum for Toolset - a suite of plugins for developing WordPress sites without writing PHP.

Everyone can read this forum, but only Toolset clients can post in it. Toolset support works 6 days per week, 19 hours per day.

Our next available supporter will start replying to tickets in about 5.28 hours from now. Thank you for your understanding.

Sun	Mon	Tue	Wed	Thu	Fri	Sat
-	-	14:00 – 20:00	14:00 – 20:00	14:00 – 20:00	14:00 – 20:00	14:00 – 20:00
-	-	-	-	-	-	-

Supporter timezone: Asia/Ho_Chi_Minh (GMT+07:00)

Tagged: Content-submission forms, Toolset Forms

This topic contains 1 reply, has 2 voices.

Last updated by Beda 6 years, 9 months ago.

Assisted by: Beda.

Author

Posts

March 2, 2018 at 7:18 pm #621528

stuart

This is more a question, advice than any CRED issues I am having.

I have a lead generation form that stores the CRED input as a custom post type and emails the data - Great.
However, what experience has anyone with getting this data, fields in the form of webhooks or integrated in some way with Zapier or shifting the data in to a third party CRM.

Id like to get this date in to our sales CRM so the sales guys can work with little manual input.

🙂 thanks

March 3, 2018 at 11:37 am #621654

Beda

Well, this depends mainly on 2 things:
what WordPress can do, and what PHP can do.

If you in some way know how to send data with PHP from WordPress installs to complete different Softwares or CMS's, then this will work perfectly fine within CRED since the CRED API will allow you to hook your custom code whenever you need it:
https://toolset.com/documentation/programmer-reference/cred-api/

Most likely you would use a late hook, so to make sure all data is in the database:
https://toolset.com/documentation/programmer-reference/cred-api/#cred_submit_complete

Now, how to send the data out of WordPress to a completely different system that most likely also works with different frameworks, I cannot tell, I would need to dig myself, but this is out of the scope of our Support.

Eventually, another user has experiences in this topic and will share them here, or, you could look out for a Contractor:
https://toolset.com/contractors/

I cannot assist the custom code, but if you have any doubts about the CRED API please let me know.