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Automate and integrate
WordPress with other
applications
WordCamp Birmingham 2015
by Jason King @jasoncsking
The client
A partnership of six advice agencies in Brent.
Brent CAB was the main point of contact.
www.bam.org.uk
A single point of contact for local people to
access advice on benefits, health, work, money
and immigratio...
The problem
How can the public send an enquiry via the
website ...
… and have that enquiry directed to the advice
organisa...
There were a lot of meetings
The website is just one part of a complex
process involving multiple organisations, each
with...
The right tools for the job
WordPress obviously
+ Gravity Forms famously good plugin
+ Freshdesk helpdesk application
+ Za...
Gravity Forms: conditional logic
Users are forced to provide the information that
advisers will need.
On submission, Gravity Forms can
send an email notification
But six advice organisations can’t share a
single email accoun...
Freshdesk
A helpdesk application that multiple
advisers can use to field and respond to
enquiries.
But how can we collect ...
What’s an API?
When one web application loves another web
application very much - they give each other a
special hug.
Some...
Zapier
Automates tasks and simplifies the one-way
transmission of data between 300+
applications.
Has a free plan, for up ...
Alernatives to Zapier
You create a trigger and an action
What can trigger an action?
● New Comment
● New Category
● New Post Format
● New Post Type
● New Author
● New Post Status
...
Plus: any web hook
Using the HookPress
plugin, trigger off of pretty
much anything!
You select your first app’s account
In this case, whilst in the Zapier dashboard, we
need to connect to Freshdesk.
… and your second app’s account
There’s a Zapier add-on for the Gravity Forms
plugin to enable us to select it.
Are we over-complicating this?
We didn’t even need Zapier. Here’s our
eventual and much simpler solution:
1) User complete...
@net2london
Automate and integrate WordPress with other applications (using Zapier)
Automate and integrate WordPress with other applications (using Zapier)
Automate and integrate WordPress with other applications (using Zapier)
Automate and integrate WordPress with other applications (using Zapier)
Automate and integrate WordPress with other applications (using Zapier)
Automate and integrate WordPress with other applications (using Zapier)
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Automate and integrate WordPress with other applications (using Zapier)

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Six local advice organisations decided to use Freshdesk to co-ordinate their email advice service. How could users submit a form from their WordPress website, and automatically have it create an advice ticket in Freshdesk? That's where Zapier comes in - what else can it help you automate and integrate, without having to learn to use complicated APIs?

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Automate and integrate WordPress with other applications (using Zapier)

  1. 1. Automate and integrate WordPress with other applications WordCamp Birmingham 2015 by Jason King @jasoncsking
  2. 2. The client A partnership of six advice agencies in Brent. Brent CAB was the main point of contact.
  3. 3. www.bam.org.uk A single point of contact for local people to access advice on benefits, health, work, money and immigration. Built with WordPress, Bootstrap, Gravity Forms, Font Awesome.
  4. 4. The problem How can the public send an enquiry via the website ... … and have that enquiry directed to the advice organisation most able to answer it?
  5. 5. There were a lot of meetings The website is just one part of a complex process involving multiple organisations, each with ways of working, to deliver different kinds of advice. Lot of note taking. Lots of user testing. Lots of planning.
  6. 6. The right tools for the job WordPress obviously + Gravity Forms famously good plugin + Freshdesk helpdesk application + Zapier to connect them = solution?
  7. 7. Gravity Forms: conditional logic Users are forced to provide the information that advisers will need.
  8. 8. On submission, Gravity Forms can send an email notification But six advice organisations can’t share a single email account. What could they use?
  9. 9. Freshdesk A helpdesk application that multiple advisers can use to field and respond to enquiries. But how can we collect information in Gravity Forms then use that information to create a support ticket in Freshdesk? Answer: APIs
  10. 10. What’s an API? When one web application loves another web application very much - they give each other a special hug. Something like that. Only involving data transmission, routines, protocols for inputs and outputs etc. It’s complicated - is there a way to make it simpler?
  11. 11. Zapier Automates tasks and simplifies the one-way transmission of data between 300+ applications. Has a free plan, for up to 100 tasks per month. Zapier means you don’t have to understand APIs. Huzzah!
  12. 12. Alernatives to Zapier
  13. 13. You create a trigger and an action
  14. 14. What can trigger an action? ● New Comment ● New Category ● New Post Format ● New Post Type ● New Author ● New Post Status ● New Taxonomy ● New Post ● New Comment Status
  15. 15. Plus: any web hook Using the HookPress plugin, trigger off of pretty much anything!
  16. 16. You select your first app’s account In this case, whilst in the Zapier dashboard, we need to connect to Freshdesk.
  17. 17. … and your second app’s account There’s a Zapier add-on for the Gravity Forms plugin to enable us to select it.
  18. 18. Are we over-complicating this? We didn’t even need Zapier. Here’s our eventual and much simpler solution: 1) User completes online form 2) Gravity Forms sends email notification direct to Freshdesk, which is able to create a support ticket from that email
  19. 19. @net2london

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