Wufoo Forms Integration via ITMOOTI

About

Applies to: ONTRAPORT Plus and above.

Wufoo is a popular online form builder with hundreds of customizable templates, many of which are mobile responsive. This integration is provided by an independent company, ITMOOTI.

This integration leverages the power of the ONTRAPORT API to allow Wufoo forms to add or update Contacts and add Tags and Sequences. For this integration you need:

• An ONTRAPORT Plus and aboveaccount
• An ITMOOTI Form Builder or better plan
• A Wufoo account

Obtaining the API Key and APP ID

1. Click the profile icon at the top right
2. Navigate to Administration > Integrations section > ONTRAPORT API Instructions and Key Manager
   
   
   
3. Click the New API Key button
   
   
   
   If you receive the API Application form, fill it out and submit it. Most requests are granted immediately and you won't recieve the form.
4. When your API Key request has been granted click the New API Key button again. Name the API Key. Select the Contact Owner and check off all Permissions. Click Save.
   
   
   
Copy the App ID and API Key to a text file for use later

Sign Up at ITMOOTI

1. Sign up at ITMOOTI
2. Click the Get Started button
   
   
   
3. ITMOOTI provides a 30 day free trial for all applications. Click the Launch button for the application you want to integrate.
   
   
   

Integrating Wufoo

1. Log into your ITMOOTI account
2. Click the Launch button for the Wufoo - ONTRAPORT integration
   
   
   
3. Click the Create New Account Configuration button
   
   
   
4. In the Add / Edit Configuration dialog box, name the integration and click to Select Wufoo Credentials Account
   
   
   
5. Create a form in Wufoo to integrate if you haven't already. In the Wufoo Form Manager click the Share button for the form.
   
   
   
6. Click the API Information button at the top right in Wufoo.
   
   
   
7. Copy the API Key: to the clipboard.
   
   
   
8. Back in the ITMOOTI configuration, type in a Credential Account Name, the Wufoo Subdomain (from your Wufoo account) and the API Key copied from the form you wish to integrate. For the Handshake Key field insert the Wufoo Subdomain again. Click Save.
   
   
   
9. Create your ONTRAPORT account name and paste the Application ID and API Key from ONTRAPORT into the appropriate sections. Enter your default email (notification email) in the Default Email section and click Save.
   
   
   
10. At the integration listing, click Select Account to map the Wufoo form fields to ONTRAPORT Contact record fields.
    
    
    
11. Click the Match button for the Wufoo form to map.
    
    
    
12. The Configure Form screen appears, showing the Wufoo fields on the left and the ONTRAPORT fields on the right. Click the Contact Information section in the ONTRAPORT column to expose the Contact fields. Drag and drop the ONTRAPORT fields into the center column to match them with the Wufoo form fields.
    
    
    

Adding Tags and Sequences with Wufoo Forms

Wufoo offers some advanced features, including the ability to add Tags to new Contacts and subscribe them to ONTRAPORT Sequences. Follow these steps when creating your Wufoo form to add Tags or Sequences on submission.

• To add Tags to your new Contact:
  • The Wufoo form can create new Tags. They do not have to be in ONTRAPORT already.
  • Add a Single Line Text field to your form.
  • In the Field Settings tab type the word "hide" into the Add CSS Layout Keywords box at the bottom.
  • Type the Tags in the Predefined Value box separated by semi-colons.
    
    
    
• To subscribe your new Contact to Sequences:
  • The Sequences must already exist in ONTRAPORT
  • Obtain the Sequence ID number(s) in ONTRAPORT by hovering over the Sequence name and noting the number in the bottom left of the screen.
    
    
    
  • In Wufoo, add a Single Line Text field to your form.
  • In the Field Settings tab type the word "hide" into the Add CSS Layout Keywords box at the bottom.
  • Type the Sequence ID numbers, separated by semi-colons, into the Predefined Value box and click Save.
    
    
    
  • Remember to map the Tags and Sequences fields as done in the step above.
    
    
    

  FAQs

  Q. Where can I get support for this integration?

  A. ITMOOTI provides all support for the integration.

  Q. Can Wufoo or ITMOOTI see my personal information in ONTRAPORT?

  A. No, the API functions expose only the data inside your account such as Contacts, and not your personal information.

  Q. Can I use the advanced features of Wufoo, such as file uploads, etc.?

  A. Yes! ITMOOTI has several examples of using the file upload function to store a customer file in Dropbox and the URL to it in a text field in ONTRAPORT, storing PDF copies of the form submission online, etc.

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