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Estimated reading: 2 minutes 235 views

Calculated Fields Form Integration as a Trigger

Calculated Fields Form Integration: Calculated Fields Form is a WordPress plugin for creating forms with dynamically calculated fields.

Bit Integrations is a WordPress plugin that can help you automate and integrate your Calculated Fields Form with over 200+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Setup Calculated Fields Form Integration

First, Open your Bit Integrations Dashboard and create an integration by clicking the “Create Integration” button.

Now, search and select “Calculated Fields Form” from the list of triggers in Bit Integrations.

Please select the “Form or Task” you wish to connect with Bit Integrations from the provided dropdown menu.

  • New Form Submission

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⚠️ Attention:

Most users don’t read this documentation carefully, especially after clicking the Fetch button. Please read and follow the instructions and video below.

Now, click the Fetch button. Afterward, execute the trigger. In this example, we’ve chosen “New Form Submission” as the task. For additional instructions, please refer to the video below.

In the example video, I clicked the Fetch button and submitted a form in Calculated Fields Form. Then, I returned to the integration page, where the data was successfully retrieved.

Next, you’ll need to set up a Unique Key. You can choose to assign more than one unique key. The Form ID is used as the default unique key.

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You have the option to set one or more unique keys. You can also select multiple fields to create a custom unique key.

  • Form Id
  • Forms Fields

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After completing these steps, the Actions list will appear, and select the action you want to integrate with your selected Trigger. Now you have to authorize the Action. To know more about authorization, Go to Actions from the left side menu and select the Action you want to integrate with your chosen trigger.

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