[…] data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Setup In Ortto, head to More » Data Sources and click New Data Source. Enter the URL to your site, with the access_key and wpf_action parameters (see below). You can un-check the setting for Send activity payload. Otherwise leave the settings as their […]
[…] users on your WordPress site based on automations in EngageBay, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. There are two ways to manage webhooks in EngageBay, either via an Automation or in the Account Settings. Automation Method (Recommended) The automation method is best if […]
[…] as well as searchable member directories. Sync Custom Fields WP Fusion will automatically detect any custom fields you’ve created through Ultimate Member and allow you to sync these fields to fields in your CRM when a user registers or a profile is updated. Any fields you’ve added to registration or profile forms will show […]
You can use Kartra’s outbound API to send data back to your WordPress site using WP Fusion. Using these webhooks, you can create new users on your WordPress site based on rules in Kartra, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Getting started Webhooks are managed in Kartra under My Integrations >> API >> API. If you’re already logged into your Kartra account, you should be able to access this page by following this link. For this tutorial, we’ll be showing you how to create a new WordPress user when a specific […]
[…] tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Setup In Engage, create a new automation, and select a trigger. In this case we are triggering the automation when a subscriber’s email address changes. Add a new action, and from the dropdown, choose Call webhook. Set the Webhook URL following the examples below. Webhook URL […]
WP Fusion’s auto-login system can load the CRM tags and meta data for a contact record into a temporary WordPress user account. The site visitor is then tracked with a cookie. This allows you to personalize site content, pre-fill forms, and track activity (by applying tags) even if the contact doesn’t have a WordPress account. …
You can use webhooks in HubSpot to send data back to your WordPress site using WP Fusion. Using these webhooks, you can create new users on your WordPress site, or update existing users’ meta data and lists. Webhooks are available in the following HubSpot editions: Marketing Hub Professional Marketing Hub Enterprise Sales Hub Enterprise Having trouble receiving webhooks? Check out our troubleshooting guide. Getting started Webhooks are managed in HubSpot by going to Automation >> Workflows from the top navigation menu. For this tutorial, we’ll be showing you how to create a new WordPress user when a contact is added to a specific HubSpot list. See below for additional options when configuring the […]
[…] a contact’s profile has been updated. You can also automatically generate new WordPress user accounts for Mautic contacts. Having trouble receiving webhooks? Check out our troubleshooting guide. There are two ways to set up webhooks with Mautic. Either globally, or part of a campaign: Global webhooks Global webhooks apply to all contacts in Mautic. […]
Note: Currently webhooks are hidden in NationBuilder. To access them, visit https://{{yournation}}.nationbuilder.com/admin/webhooks/new. You can use webhooks in NationBuilder to send data back to your WordPress site using WP Fusion. Using webhooks you can create new users on your WordPress site when people are added in NationBuilder, or update existing users’ meta data and tags when people […]
[…] users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Setup Navigate to MooSend » Automations and create a new automation to handle the webhook. Select a trigger (such as a tag being applied), add a new step and click the Actions and select the “Then post a webhook”. Enter […]
[…] data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Setup In Pipedrive, head to Tools and Integrations » Webhooks, and click Create new webhook. For the event action, select which action you’d like to trigger the webhook. In this case, we have selected updated, to trigger the webhook whenever a Contact is edited. […]
[…] new users on your WordPress site based on changes in EmailOctopus. Having trouble receiving webhooks? Check out our troubleshooting guide. Setup In EmailOctopus, Click your name in the top right » Integrations & APIs » Webhooks, and click Add Endpoint. Enter a name for the webhook, and the url of your website. For the event […]
Using WP Fusion and bbPress, you can restrict access to forums based on users’ tags in your CRM. If the user does not have access you can either display a restricted content message, or redirect the user to another page on your site. Forums access control When editing any individual forum, you can set […]
[…] using WP Fusion. Using webhooks you can create new users on your WordPress site based on automations in HighLevel, or update existing users’ meta data and tags. There are two ways to manage webhooks in HighLevel, either via a Workflow or via a Trigger. Having trouble receiving webhooks? Check out our troubleshooting guide. Workflow Method […]
[…] conditions in Salesforce, or update existing users’ metadata and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Getting started First, head to Workflow Actions, in the Salesforce setup and an action of type Outbound Message. For the Endpoint URL put the URL to your site, following the formats described below. In this […]
With FunnelKit Pro, you can use webhooks in automations to connect to WP Fusion installed on ano ther site. Using webhooks you can import new users on your WordPress site based on rules in FunnelKit, or update existing users’ meta data and tags. For example, you could sell access to a course using WooCommerce […]
You can use webhooks in Gist (with a Plus plan) to send data back to your WordPress site using WP Fusion. Using these webhooks, you can create new users on your WordPress site, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Getting started Webhooks are managed in Gist by going to Settings >> Webhooks. You can create a new webhook and then specify which events should trigger it. In the example above we have the webhook set to update the WordPress user whenever the contact details are […]
[…] WordPress site based on rules in UserEngage, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Getting started Go to the Automations page under the Engage menu in the sidebar and create a new rule. Select a trigger for the rule, such as when a page is […]
You can use webhooks in Customerly to send data back to your WordPress site using WP Fusion. Using these webhooks, you can create new users on your WordPress site, or update existing users’ meta data and tags. Having trouble receiving webhooks? Check out our troubleshooting guide. Getting started Webhooks are managed in Customerly by going to Settings >> Webhooks. You can create a new webhook and then specify which events should trigger it. In the example above we have the webhook set to update the WordPress user whenever the contact is tagged or their details are […]
As we discussed in the first section, WP Fusion achieves its flexibility and extensibility by standardizing the way WordPress communicates with different CRM systems. The first section covered how to interface with your selected CRM directly by utilizing the wp_fusion()->crm object. Those methods are “low level”, they require you to already know the contact ID of the contact you want to edit, and do very little in terms of validation of data or redundancy checking. So while WP Fusion’s CRM class deals with contacts and contact data, the WPF_User class deals with WordPress users and user data. This class works like a central dispatch, taking incoming events and data from our various plugin integrations and routing it to the appropriate method in your selected CRM. A basic example of how this all works, using LifterLMS When a student completes a lesson in LifterLMS, LifterLMS triggers the ‘lifterlms_lesson_completed’ action. In our LifterLMS integration file, we have a function attached to this hook. This function checks to see if any tags have been configured to be applied when the lesson is marked complete. If there are tags to apply, the function then calls: wp_fusion()->user->apply_tags( $tags, $user_id ); In the apply_tags() function, we first check to see if there is a contact ID available for that user. If the user doesn’t have a contact record, then nothing else happens. Then we check the user’s current tags and see if the tags being applied are actually new. If the user already has the tag, then we don’t need to send an unnecessary API call. Then apply_tags() sends the new tags to the CRM wrapper class (discussed in the previous article), by calling: wp_fusion()->crm->apply_tags( $tags, $contact_id ); It checks the response from the API call, and if there were any errors, these are recorded in WP Fusion’s error log for troubleshooting purposes. Finally we update the tags stored in in the usermeta table for that user, at ‘{crm_slug}_tags’ so they can be quickly accessed again in the future. The available methods in the WPF_User class: user_register() wp_fusion()->user->user_register( $user_id, $post_data = null, $force = false ); This function is triggered whenever a user registers on your site, from any plugin or other source. It can also be manually called to create a new CRM contact from an existing user ID. Parameters: $user_id (int) (Required) The ID of the user you’d like to use to create the new contact $post_data (array) (Optional) You can pass in additional data you’d like to be included with the new contact. If this is left blank, WP Fusion will attempt to get as much data as possible out of the database $force (bool) (Optional) If you have the setting for “Create Contacts” disabled in the WP Fusion settings, then you can set this argument to true to force creating a new contact. Return values: $contact_id (int) The contact ID of the new contact false (bool) If there wasn’t enough data available to create a new contact, or if there was an API connection failure get_contact_id() wp_fusion()->user->get_contact_id( $user_id, $force_update = false ); Gets the contact ID for a user from their local user meta, or forces an update of the contact ID by looking up their email address in your CRM. Parameters: $user_id (int) (Required) The ID of the user you’d like to get the contact ID for $force_update (bool) (Optional) If set to true, this will force an update of the saved contact ID for the user by looking up their email address in your CRM Return values: $contact_id (int) The contact ID of the user false (bool) If the user has no contact ID saved on the site, or if WP Fusion was unable to locate their email address in your CRM get_tags() wp_fusion()->user->get_tags( $user_id, $force_update = false ); Gets the tags for a user from their local user meta, or forces an update of their tags by performing an API call. Parameters: $user_id (int) (Required) The ID of the user you’d like to get the tags ID for $force_update (bool) (Optional) If set to true, this will force an update of the saved tags for the user by force-checking their contact ID and then re-loading the user’s tags from your CRM Return values: $user_tags (array) An array of tag IDs applied to the contact. Will be an empty array if no tags were found false (bool) If the user has no contact ID saved on the site, or if WP Fusion was unable to locate their email address in your CRM pull_user_meta() wp_fusion()->user->pull_user_meta( $user_id ); Loads the latest meta data from the CRM contact record for the specified user, and updates their saved data on your site. Parameters: $user_id (int) (Required) The ID of the user you’d like to load from the CRM Return values: $user_meta (array) An array of WordPress meta fields and their values that were loaded for the user false (bool) If the user has no eligible meta to load, or if there was an error loading their contact record push_user_meta() wp_fusion()->user->push_user_meta( $user_id, $user_meta = false ); Pushes meta data for a user from WordPress to your CRM. Parameters: $user_id (int) (Required) The ID of the user you’d like to update $user_meta (array) (Optional) An associative array of WordPress meta keys and values to update. If left blank, WP Fusion will send all meta data found for that user in the database. Return values: true (bool) The contact was successfully updated false (bool) If the user has no saved contact ID, or there was no eligible meta data to send apply_tags() wp_fusion()->user->apply_tags( $tags, $user_id = false ); Applies an array of tags to a user. Parameters: $tags (array) (Required) An array of tag IDs to apply to the user $user_id (int) (Optional) The user to apply the tags to. Will use the current logged in user if left blank Return values: true (bool) The tags were successfully applied false (bool) If no contact ID was found for the user, or if the user already had the specified tags and no API call was needed remove_tags() wp_fusion()->user->remove_tags( $tags, $user_id = false ); Removes an array of tags from a user. Parameters: $tags (array) (Required) An array of tag IDs to remove from the user $user_id (int) (Optional) The user to remove the tags from. Will use the current logged in user if left blank Return values: true (bool) The tags were successfully removed false (bool) If no contact ID was found for the user, or if the user didn’t have those tags in the first place import_user() wp_fusion()->user->import_user( $contact_id, $send_notification = false, $role = false ); This function imports a contact from your CRM, by contact ID, and creates a new WordPress user. If a user already exists with the same contact ID, that user will just be updated. New users will be given a randomly generated password. If you have enabled “Return Password” in the WP Fusion settings, this password will be stored back to their contact record. Parameters: $contact_id (int) (Required) The contact ID to import $send_notification (bool) (Optional) Whether to send the new user the default WordPress welcome email $role (bool / string) (Optional) If provided, the new user will be given the specified role. Otherwise they will be created with the site default role. Return values: $user_id (int) The ID of the new user (or existing user if updated) $error (WP Error object) If there was an API error importing the user, or if the loaded contact data didn’t contain an email address Utility and helper functions: get_user_id() wp_fusion()->user->get_user_id( $contact_id ); Looks up a user by their contact ID. Parameters: $contact_id (int / string) (Required) The contact ID to search by Return values: $user_id (int) The ID of the user false (bool) If no user was found with that contact ID has_tag() wp_fusion()->user->has_tag( $tag, $user_id = false ); Checks a given user to see if they have the specified tag. Parameters: $tag (int / string) (Required) The tag ID or tag label to check for $user_id (int) (Optional) The user ID to check. Will default to the current user ID if left blank Return values: true (bool) The user has the tag false (bool) The user does not have the tag get_tag_id() wp_fusion()->user->get_tag_id( $tag_label ); For CRMs that use internal IDs for their tags (like Infusionsoft), this function will return the tag ID for a given tag label. Parameters: $tag_label (string) (Required) The tag label to check for Return values: $tag_id (int / string) The internal ID for the supplied tag label false (bool) If no tag was found with that label get_tag_label() wp_fusion()->user->get_tag_label( $tag_id ); For CRMs that use internal IDs for their tags (like Infusionsoft), this function will return the tag label for a given tag ID. Parameters: $tag_id ( int / string) (Required) The tag ID to check for Return values: $label (string) The tag label for that ID. If no tag […]
