Setting Up The EmailOctopus Add-On

Setting Up The EmailOctopus Add-On

Pre-RequisitesSetupAdd-on Framework Hooks

Pre-Requisites

Download and install the add-on
An EmailOctopus account, that contains a list with fields associated.
An EmailOctopus API key, which can be found within your EmailOctopus API area.

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the EmailOctopus tab.
Enter the EmailOctopus API Key as mentioned in the Pre-requisites section.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks next to the credentials, double check your information and try again.

Once you have entered your API keys, you』re ready to begin creating a feed for the EmailOctopus Add-On.
Add-on Framework Hooks
Because this Add-On is built using the Add-On Framework it also inherits any hooks available in the framework methods it uses such as:

gform_short_slug_field_value for changing a field value before it is passed.

Setting Up the Dropbox Add-On

Setting Up the Dropbox Add-On

Pre-RequisitesStandard SetupAuthenticationCreating a FeedCustom Dropbox App Setup (Optional)Set Up

Pre-Requisites

Download and install and activate the Dropbox Add-OnA Dropbox accountA File Upload field on your form

From your WordPress admin dashboard, navigate to Form → Settings → Dropbox to access these settings.

Standard Setup

Authentication

Go to Gravity Forms settings page and select Dropbox in the side menu.If you don』t have a Dropbox account click sign up on the Dropbox Settings page. Otherwise, click the Connect to Dropbox button.You will be sent to the Dropbox site to grant authorization. If you have profiles for work and personal, you』ll need to select the one you want to use. Click Allow. After granting access, you』ll be sent back to your site.

Once you have authenticated with Dropbox, you』re ready to begin creating a feed for the Dropbox Add-On.

Creating a Feed

Gravity Forms utilizes feeds to determine what to do with form submission data. To have uploaded files sent to Dropbox, you』ll need to create a feed. Refer to the article Creating a Feed for the Dropbox Add-On for instructions.

Once you save your settings, your configuration of the Dropbox Add-On will be complete, and your file upload fields on the form will send to Dropbox. If you have any other forms that you want to use with Dropbox, be sure to configure them as well, since feeds are form-specific.

Custom Dropbox App Setup (Optional)

Note: Using a custom Dropbox app with the Dropbox Add-On requires SSL. If you do not have an SSL certificate installed on your site, you will need to contact your hosting provider to obtain one.

Dropbox.com restricts third-party apps to only accessing their own folder. Using a Custom Dropbox App is only necessary if you need to upload files to a location outside of the default app folder created for the Dropbox Add-On.

Set Up

This section assumes that you have already created a custom Dropbox app.

Image: Gravity Forms – Custom Dropbox Settings

Go to the Dropbox Settings page and click I want ot use a custom Dropbox app. You will see OAuth Redirect URI, App Key, and App Secret. Copy the OAuth Redirect URI to be used later.Open the Dropbox App Console and select the Dropbox app you would like to connect.

Image: Dropbox App – Settings

Paste the OAuth Redirect URI you copied in step 1 into the Redirect URIs field and click Add.Copy the App key and App Secret and paste them in the Gravity Forms – Custom Dropbox Settings page.Hit enter and a new button labeled Click here to connect to Dropbox will show. Click it.Sign in if asked, and authorize the Dropbox Add-On. You have now successfully authorized the Dropbox Add-On to access your Dropbox account.

Setting Up the Capsule CRM Add-On

Setting Up the Capsule CRM Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Capsule CRM account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Capsule CRM tab.
Enter your Personal Access Token. This is obtained from Capsule CRM. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Capsule CRM API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Capsule CRM Add-On.

Setting Up the Campfire Add-On

Setting Up the Campfire Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Campfire account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Campfire tab.
Enter your Account URL and API Key. This is obtained from Campfire. If you are unsure of how to obtain your API key, take a look at our article on obtaining your Campfire API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Campfire Add-On.

Setting Up the Campaign Monitor Add-On

Setting Up the Campaign Monitor Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Campaign Monitor account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Campaign Monitor tab.
Enter your API Key. This is obtained from Campaign Monitor. If you are unsure of how to obtain your API key, you may review our documentation on obtaining your Campaign Monitor API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Campaign Monitor Add-On.

Setting Up the Breeze Add-On

Setting Up the Breeze Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
A Breeze account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Breeze tab.
Enter your API Token. This is obtained from Breeze. Refer to this article for how to obtain your API token.
Click Update Settings. If you』ve entered your API token correctly, you will be notified by a green check mark beside the box. If you do not see a green check mark, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Breeze Add-On.

Setting Up the Authorize.Net Add-On

Setting Up the Authorize.Net Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
An Authorize.Net account
Additional requirements

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Authorize.Net tab.
The Mode setting allows you to switch between testing and production. Set this to Test to ensure everything is working and switch to Production once you』re satisfied with your setup.
Enter your API Login ID and Transaction Key. These are obtained from Authorize.Net.
Under Automated Recurring Billing Setup, check the ARB and Automatic Retry boxes if those options are enabled in your Authorize.Net account and you wish to utilize them for your form.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks next to the credentials, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Authorize.Net Add-On.

Setting up the Akismet Add-On

Setting up the Akismet Add-On

PrerequisitesSetupReview

Prerequisites

You will need Gravity Forms, and the official Gravity Forms Akismet Add-On installed and active.The Akismet Spam Protection plugin must be installed and active. See this guide for information on setting up the Akismet plugin.A form that you want to connect to the Akismet service to check for spam on comments or entries.

Setup

Refer to this reference guide for a list of all the settings available to this add-on.

Ensure the Gravity Forms Akismet Add-On has the Akismet Integration global setting toggled to on (the default is on). Go to the Form Settings for the form you wish to integrate, and choose the Askimet settings tab. Ensure the Akismet Enabled setting is toggled to on. Check the defaults, or change as required, the mappings of your form fields to the standard fields Akismet requires. This will help set the expectation as to what Akismet is receiving, allowing the service to better judge whether you are getting spam or not.

Review

After some time live and collecting entries, make sure you review your Entries list and look for any that have been marked as spam. As Akismet trains itself on your data, the service should improve in determining the difference between spam and non-spam entries for your form.

Setting Up the Agile CRM Add-On

Setting Up the Agile CRM Add-On

Pre-RequisitesSetup

Pre-Requisites

Download and install the add-on
An Agile CRM account

Setup

Log into your WordPress admin dashboard.
On the left side navigation menu, hover over Forms and click on Settings.
From this page, click the Agile CRM tab.
Enter your Account URL, Email Address, and API Key. These are obtained from Agile CRM. If you are unsure of how to obtain your API key, you may review our documentation on obtaining your Agile CRM API key.
To enable analytics, select the Enable Analytics Tracking checkbox. If selected, you will be prompted to enter your JavaScript API key. This key is located directly below your Agile CRM API key. If you need more information locating it, see our article on obtaining your Agile CRM API key.
Click Update Settings. If you』ve entered your account information correctly, you will be notified by a green check mark beside each box. If you do not see green check marks next to the credentials, please double check this information and try again.

Once you have entered your API key, you』re ready to begin creating a feed for the Agile CRM Add-On.

Setting Up the Advanced Post Creation Add-On

Setting Up the Advanced Post Creation Add-On

SummaryPre-RequisitesLimitationsSetup

Summary
The Advanced Post Creation Add-On is an official Gravity Forms add-on that allows you to convert submitted entries into a WordPress post or page or custom post type including extensive control of multiple features and metadata using the feed settings.
Pre-Requisites

Gravity Forms v2.3+
Download and install the add-on

Limitations
The Advanced Post Creation Add-on does not support creating or registering the Custom Post Types, Custom Fields (post meta) or Taxonomies that it can publish to. If you need to publish to post types that are not already created or registered in your WordPress installation, you will need to take care of that using code or with any of the plugins that support creating and registering custom post types and custom fields.
Setup
Once the add-on has been installed, you will need to create a feed to publish your form into a Post or Custom Post Type. See the Creating a Feed for the Advanced Post Creation Add-On article for instructions.