Emercury Webhooks

Emercury Webhooks

#Overview
You can use outgoing webhooks in Emercury to send data back to your WordPress site, using WP Fusion. Using webhooks you can create new users on your WordPress site based on updates in Emercury, or update existing users』 meta data and tags.
Having trouble receiving webhooks? Check out our troubleshooting guide.
#Getting started
Webhooks are managed in Emercury under Settings » Developer. If you』re already logged into your Emercury account, you should be able to access this page by following this link. For an overview of webhooks with Emercury, see this doc.
For this tutorial, we』ll be showing you how to create a new WordPress user when a contact is added to your Emercury list. See below for additional options when constructing the URL parameters.
From the webhooks screen, first click Add to create a new webhook. In the popup that appears, give the webhook a name, set the status to Active, and enter the URL to your site, following the examples below.

For the Events, select which events should trigger the webhook. In this case, Added to List.
Finally, click Save to activate the webhook. Now when a contact is added to your Emercury list, they will automatically be imported as a new WordPress user.
There are several ways to format the webhook URL depending on the desired action:
#To update a user』s tags
To update an existing WordPress user』s tags from the contact record, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY
#To update a user』s tags and meta data
To update a user』s tags and pull any new meta data from Emercury for that contact, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY
#Create a new user
To create a new user, use the following URL:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY
You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&send_notification=true
You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the 「customer」 role, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&role=customer
Note that you have to have registered a 「customer」 role on your site for this to work. By default users will be assigned the role of 「subscriber」.
The add method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in your Emercury application, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Emercury contact record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to Emercury after it has been generated.
In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in Emercury where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Intercom Webhooks

Intercom Webhooks

#Overview
You can use webhooks in Intercom to send data back to your WordPress site when a contact』s record has been modified, or tags have been added or removed.
Having trouble receiving webhooks? Check out our troubleshooting guide.
#Getting started
To use webhooks with Intercom you first need to log into their developer portal, via this link. Then click on your 「Access Token App」.

Click on Webhooks from the left sidebar to set up the webhook.
The webhook URL should follow one of the patterns below, using either 「update_tags」, 「update」 or 「add」.

In the screenshot above, we』re sending a webhook to update WordPress whenever a user』s tags are modified or their email is updated. You could also send a webhook to register new users on your site when a new user is added in Intercom using ?wpf_action=add (see below).
You can find your access key at the bottom of the General tab in the WP Fusion settings page.
Note: Make sure to use the user topics and not contact topics.
#
#To update a user』s tags
To update an existing WordPress user』s tags from the contact record, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY
#To update a user』s tags and meta data
To update a user』s tags and pull any new meta data from Intercom for that contact, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY
 
#To create a new user
To create a new user, use the following URL:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY
You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&send_notification=true
You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the 「customer」 role, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&role=customer
Note that you have to have registered a 「customer」 role on your site for this to work. By default users will be assigned the role of 「subscriber」.
The add method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in Intercom, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Intercom subscriber record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to Infusionsoft after it has been generated.
In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in Intercom where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Flexie Webhooks

Flexie Webhooks

#Overview
You can use webhooks in Flexie to send data back to your WordPress site using WP Fusion. Using webhooks you can create new users on your WordPress site based on rules in Flexie, or update existing users』 meta data and tags.
Having trouble receiving webhooks? Check out our troubleshooting guide.
#Getting started
Go to the Manage Workflows page under the Flexie』s Workflow menu in the sidebar and create a new rule. Select a trigger for the rule, such as when a page is visited, a field is modified, or a user is added to a list.

In the screenshot below we』ve configured the rule to be triggered whenever a user is added to the 「Add User to WP」 list.
You can also specify any conditions you』d like to be met, or leave this section blank.

Under 「Actions」, choose 「Add Webhook」 from the menu. Enter the URL to your site following the examples in the next sections. You can get your site』s unique access key from the bottom of the main WP Fusion settings page. Also, make sure the Request Method is set to Get.

 
#To update a user』s tags
To update an existing WordPress user』s tags from the contact record, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY&contact_id={{id}}
#To update a user』s tags and meta data
To update a user』s tags and pull any new meta data from Flexie for that contact, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY&contact_id={{id}}
#Create a new user
To create a new user, use the following URL:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&contact_id={{id}}
You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&contact_id={{id}}&send_notification=true
You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the 「customer」 role, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&contact_id={{id}}&role=customer
Note that you have to have registered a 「customer」 role on your site for this to work. By default users will be assigned the role of 「subscriber」.
The add method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in your Flexie application, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Flexie contact record.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Jetpack CRM Automatic Imports

Jetpack CRM Automatic Imports

#Overview
Since WP Fusion connects to Jetpack CRM on the same site, it』s not necessary to configure webhooks to enable a bidirectional sync between WP Fusion and Jetpack.
Out of the box WP Fusion will:

Detect when a Jetpack CRM contact is edited, and sync those changes back to the contact』s WordPress user record (if they have one).
Detect when tags are modified on a Jetpack CRM contact record, and update the tags for their corresponding user record, including triggering any automated enrollments.

However, WP Fusion does not automatically generate a WordPress user account for all of your Jetpack contacts, as there are many situations where a contact in the CRM does not need a login to WordPress.
#Automatic imports
If you want to automatically import Jetpack CRM contacts as WordPress users, you can do so by selecting an import trigger in the WP Fusion settings.
This option is found at the bottom of the General tab in the WP Fusion settings.

You can select one or more Jetpack CRM tags in the Import Trigger setting. When any one of these tags is applied to a Jetpack contact, they will be automatically imported as a new WordPress user. The new user will be kept in sync bidirectionally with their Jetpack CRM contact record going forward.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in Jetpack CRM, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Jetpack CRM contact record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to Jetpack CRM after it has been generated.
In the Imported Users section of the General settings tab, check the box for Return Password, and select a field in Jetpack CRM where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

FluentCRM Webhooks

FluentCRM Webhooks

#Overview
With FluentCRM Pro v2.2.0 and higher, you can use webhooks in automations to connect to WP Fusion installed on another site.
Using webhooks you can import new users on your WordPress site based on rules in FluentCRM, or update existing users』 meta data and tags.
For example, you could sell access to a course using WooCommerce and FluentCRM on Site A, and using a webhook, WP Fusion on Site B can automatically import the new customer and enroll them in the course they purchased.
Having trouble receiving webhooks? Check out our troubleshooting guide.
#Setup
Navigate to your FluentCRM » Automations and create a new automation to handle the webhook. Select a trigger (such as a tag being applied), and click the Add Action button to add a new action.

Select Outgoing Webhook in the popup that appears.
In the webhook settings, configure the webhook like in the screenshot below. For alternate URL parameters see the next section.

Other than adding your webhook URL (see below), you can leave the options as the defaults:

Request Format: Send as JSON format
Request Body: Full Subscriber Data (Raw)
Request Header: No Header

#Webhook URL parameters
You can format your webhook URL in a few different ways to customize the behavior. For each you will need to supply your access key, which can be obtained from the bottom of the main settings panel in your WP Fusion settings.
#To update a user』s tags
To update an existing WordPress user』s tags from the contact record, the URL for the webhook should look like the following:
https://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY
#To update a user』s tags and meta data
To update a user』s tags and pull any new meta data from FluentCRM for that contact, the URL for the webhook should look like the following:
https://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY
#Create a new user
To create a new user, use the following URL:
https://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY
You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:
https://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&send_notification=true
You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the 「customer」 role, use the following:
https://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&role=customer
Note that you have to have registered a 「customer」 role on your site for this to work. By default users will be assigned the role of 「subscriber」.
The add method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in FluentCRM, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their FluentCRM contact record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to FluentCRM after it has been generated.
In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in FluentCRM where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Kartra Webhooks

Kartra Webhooks

#Overview
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 tag is applied to a Kartra lead. See below for additional options when constructing the URL parameters.
First, select Yes, activate the outbound API. Then enter the URL to your WordPress site, including ?wpf_action=add and your access key, like in the screenshot below.

 
Finally, set a condition for when this API request should be sent. In this example, we』re sending the API request whenever the tag Import to WordPress is applied to a lead. Save your settings, and you』re good go go.
Now, every time the tag Import to WordPress is applied to a lead, a new WordPress user will be created based on their contact data in Kartra. If the user already exists on the site, they will be updated (no duplicate users will be created).
 
Kartra provides a wide variety of options for triggering an Outbound API call. You can send webhooks when tags are applied, when leads are added, when leads are updated, and various other triggers. For a full list of options in structuring the webhook URL, see the sections below:
#To update a user』s tags
To update an existing WordPress user』s tags from the contact record, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY
#To update a user』s tags and meta data
To update a user』s tags and pull any new meta data from Kartra for that contact, the URL for the webhook should look like the following:
http://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY
#Create a new user
To create a new user, use the following URL:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY
You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&send_notification=true
You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the 「customer」 role, use the following:
http://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&role=customer
Note that you have to have registered a 「customer」 role on your site for this to work. By default users will be assigned the role of 「subscriber」.
The add method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in Kartra, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Kartra contact record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to Kartra after it has been generated.
In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in Kartra where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Bento Webhooks

Bento Webhooks

#Overview
You can use webhooks inside Bento automations to automatically send data back to your WP Fusion powered WordPress site.
Using webhooks, you can import new users on your WordPress site based on automations in Bento, or update existing users』 meta data and tags.
Having trouble receiving webhooks? Check out our troubleshooting guide.
#Setup
Navigate to Bento » Automate and create a new workflow to handle the webhook. Select a 『Trigger』 (such as Viewed a Page).

Add an action and Select Send Webhook.

In the webhook settings, configure the webhook like in the screenshot above:

Webhook URL: This is the URL to your site. For more info on the URL options, see the next section.
JSON Payload: The JSON payload identifies the subscriber to WP Fusion. This needs to be {"id":"{{visitor.uuid}}"}

#Webhook URL parameters
You can format your webhook URL in a few different ways to customize the behavior. For each you will need to supply your access key, which can be obtained from the bottom of the main settings panel in your WP Fusion settings.
#To update a user』s tags
To update an existing WordPress user』s tags from the contact record, the URL for the webhook should look like the following:
https://mydomain.com/?wpf_action=update_tags&access_key=YOURACCESSKEY
#To update a user』s tags and meta data
To update a user』s tags and pull any new meta data from Bento for that contact, the URL for the webhook should look like the following:
https://mydomain.com/?wpf_action=update&access_key=YOURACCESSKEY
#Create a new user
To create a new user, use the following URL:
https://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY
You can also specify additional parameters in user creation. For example, to send the user a welcome email containing a link to log in on your site, use the following:
https://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&send_notification=true
You can also specify a specific user role to be assigned to the new user. For example, to set the new user to the 「customer」 role, use the following:
https://mydomain.com/?wpf_action=add&access_key=YOURACCESSKEY&role=customer
Note that you have to have registered a 「customer」 role on your site for this to work. By default users will be assigned the role of 「subscriber」.
The add method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in Bento , and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their Bento contact record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to Bento after it has been generated.
In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in Bento where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

ConvertKit Webhooks

ConvertKit Webhooks

#Overview
Using webhooks with ConvertKit you can create new users on your WordPress site when tags are applied in ConvertKit, or update existing users』 meta data and tags.
WP Fusion supports two types of webhooks: update and add. The update webhook will trigger WP Fusion to load the user』s latest meta data and tags from ConvertKit.
Using the add webhook will create a new WordPress user on your site based on a contact in ConvertKit. If you attempt to add a user that already exists, they will just be updated (no duplicate users will be created).
Having trouble receiving webhooks? Check out our troubleshooting guide.
#Getting Started
Create two tags in ConvertKit, one for triggering user updates, and one for triggering the import of new users. Then go to the General tab of the WP Fusion settings and add these tags to the tag select boxes in the Webhooks section, then save the settings.

If you navigate back to your Automation Rules tool in ConvertKit, you should see the two new automation rules listed.

You can now apply these tags as part of other automations to keep subscriber information in sync, and even automatically generate WordPress accounts for ConvertKit subscribers.
The import trigger method will update a user if an existing user already exists. It will not create a duplicate user.
Note: By default, user accounts will be created with their email address as the username and a randomly generated password. However, if you have created a custom username field and password field in ConvertKit, and enabled these fields in WP Fusion for sync with user_login and user_pass on your website, the new users will be given the usernames and passwords stored in their ConvertKit contact record.
#User passwords
New user accounts will be created with an automatically generated password. If you』d like to use this password in your email marketing, you can send the password back to ConvertKit after it has been generated.
In the Webhooks section of the General settings tab, check the box for Return Password, and select a field in ConvertKit where the password should be stored.

After a new user is created, their automatically generated password will now be saved back to their contact record, and you can use a merge field to include it in an email. The username will be the contact』s email address.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Changelog

Changelog

1.3.1 - 10/24/2019

Submitted form data will now be included in Register and Update webhooks

1.3 - 8/5/2019

Added "Form Submitted" trigger
Fixed tag setting box not saving when empty

1.2 - 2/7/2019

Added check all and uncheck all option for Post Fields setting
Fix for data in wp_users table not being sent

1.1 - 12/22/2018

Fixed "Send Test" button for unpublished webhooks

1.0 - 12/21/2018

Initial release

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No

Overview

Overview

#Overview
The Webhooks addon (or 「Zapier addon」) allows you to ping a third party URL when events happen in WP Fusion, similar to WooCommerce』s webhooks. This is advanced functionality, so if you』re not sure if you need it, you probably don』t.
We advise you to keep as much of your automation rules and sequences in your CRM as you can, but sometimes that』s not possible and in those cases this addon can fill the gap.

The available triggers are:

User registered
Profile updated
Tags applied (can specify which tags)
Tags removed (can specify which tags)
Tags modified
Form submitted

The available fields are any fields in the wp_usermeta table, as well as the user』s contact ID and tags.
When using the Form Submitted trigger any data submitted with the form will be included in the webhook payload.
#How it works
When the selected event is triggered, the enabled fields will be extracted from the database and sent to your selected webhook URL.
Note that the only data that can be synced is data attached to the current logged in user in the wp_usermeta table of your database.
#How it works – Form submitted
The Form Submitted trigger is a bit different in that it pings your webhook URL with the same data that WP Fusion has just sent to your connected CRM. This is the only trigger that works with visitors who aren』t logged in to your site.
 
#Supported services
#With Zapier
Using this addon allows you to trigger Zaps when users register on your site, update their profile, or when a tag is applied or removed.
An example use case is someone who is using Ontraport as their primary tool for CRM and marketing automation, but wants to trigger an on-site message in Intercom when a course is completed. For a walkthrough on that scenario, check out our Zapier guide.
Because the data is sent from WordPress to Zapier, the Zaps are processed instantly, which means this tool can be used effectively even with a free Zapier account.
#With Zoho Flow
Zoho Flow can also capture the incoming data and route it across the various Zoho apps. This lets you update invoices, companies, leads, and other objects in Zoho that would normally be inaccessible to WP Fusion.
#With other services
This addon can be used with any service that can capture an incoming webhook, like IFTTT, Automate.io, or even your own custom script or application.

#Was this helpful?

Let us know if you liked the post. That』s the only way we can improve.

Yes

No