fz WPForms ERPNext connector GitLab

WPForms ERPNext Connector This is a WordPress Plugin to integrate WPForms and ERPNext. By using the ERPNext REST API, it allows you to send any WPForms submissions/entries to any ERPNext DocType. Useful to: - automatically create a Lead everytime somebody fills out a form on your website. - create an Issue everytime a user submits your customer support form. - have a WPForm to allow your customers to create an Appointment in ERPNext Setup 1. create a dedicated ERPNext user account only for the api access 2. create a Role that only allows creation of the DocType into which you want to feed your WPForms entries. Assign this role to the user you just created. 3. install and activate this plugin in your wordpress backend 4. open the WPForms Builder for any of your existing forms and go to settings ERPNext 5. fill out the domain and credential fields, and select which values from the WPForm should go into which fields on the ERPNext DocType 6. Test your form and check the result in ERPNext Linked DocType Sometimes you need a second Document of different DocType to exist before you can create the main Document which will receive the form data. For example the Opportunity DocType i