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    Wufoo Forms Integration via ITMOOTI

    Wufoo Forms Integration

     

    About

    Wufooexternal link 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, ITMOOTIexternal link.

     

    This integration leverages the power of the ONTRAPORT APIexternal link to allow Wufoo forms to add or update Contacts and add Tags and Sequences.

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    Prerequisites

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    Obtaining the API Key and APP ID

    1. Click your email address at the top right

    2. Navigate to Administration > Integrations section > ONTRAPORT API Instructions and Key Manager Show me

    3. Click the New API Key button  Show me

       

      1. If you receive the API Application form, fill it out and submit it. Show me

      2. When your API application is approved, return here and generate the key as shown in step 4 below.

      3. We need to ask these brief questions to help protect both you and each of our other existing customers from potential exploits that could hurt their marketing efforts. Approval takes from one to two business days.

    4. When your API Key request has been granted, return and click the New API Key button again. Name the API Key. Select the Contact Owner and check off all Permissions. Click Save. Show me

       

    5. Copy the App ID and API Key to a text file for use later Show me

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    Sign Up at ITMOOTI

    1. Sign up at ITMOOTIexternal link

    2. Click the Get Started button Show me

    3. ITMOOTI provides a 30 day free trial for all applications. Click the Launch button for the application you want to integrate. Show me

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    Integrating Wufoo

    1. Log into your ITMOOTI account

    2. Click the Launch button for the Wufoo - ONTRAPORT integration Show me

    3. Click the Create New Account Configuration button Show me

    4. In the Add / Edit Configuration dialog box, name the integration and click to Select Wufoo Credentials Account Show me

    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. Show me

    6. Click the API Information button at the top right in Wufoo. Show me

    7. Copy the API Key: to the clipboard. Show me

    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. Show me

    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. Show me

    10. At the integration listing, click Select Account to map the Wufoo form fields to ONTRAPORT Contact record fields. Show me

    11. Click the Match button for the Wufoo form to map. Show me

    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. Show me

    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. Show me

    • 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.  Show me

      • 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. Show me

      • Remember to map the Tags and Sequences fields as done in step 12 above. Show me

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      FAQs

      Q. Where can I get support for this integration?

      A. ITMOOTIexternal link 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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