Calculated Fields Form Tutorials

Tips and cases of use for a successful WordPress website with calculated forms.

Category: Automation

Tutorials / Automation

Add and update Xero Contacts

Categories: Automation, API & Services Integration, Complementary Plugins, User Communications

Xero is a cloud-based accounting software platform for small- and medium-sized businesses. Its features include automatic bank feeds, invoicing, accounts payable, expense claims, fixed asset depreciation, purchase orders, bank reconciliations, and standard business and management reporting.

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Add and update Zoho Leads

Categories: Automation, API & Services Integration, Complementary Plugins, User Communications

Zoho CRM is a full-featured customer relationship management (CRM) suite with many capabilities, including lead management, sales force automation, contact management, omnichannel customer interactions, and a wealth of analytics options.

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Building a form to update the information of logged users

Categories: Automation, Data Sources, Extending Forms

Most businesses or services (such as gyms, stores, clinics, transportation services, etc.) require users to be able to edit their profiles.

This post describes how to read and update the information and metadata of registered users (User profiles).

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Contacting the customers by SMS

Categories: Add-ons, Automation, API & Services Integration, User Communications

In many parts of the world SMS is still the most popular form of communication with customers, and sending the results of forms by SMS to their mobiles is very important and would be a plus.

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Creating new posts

Categories: Automation, Extending Forms

The "Calculated Fields Form" is a very versatile plugin. It allows to use the information collected by the form in multiple process. In this occasion I'll to describe how to use this information to create new posts on the website.

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Generating new SalesForce leads

Categories: Add-ons, Automation, API & Services Integration

Generating new SalesForce leads, with the users information collected by the website's forms.

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Generating PDF files at runtime with the information collected by the form using FormStack (formerly WebMerge)

Categories: Add-ons, Automation, API & Services Integration, PDF Generation

Integrating the form with the FormStack documents service (formerly WebMerge) to generate PDF files at runtime with the information collected by the forms. The post describes a case of use: the generation of purchase invoices.

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How to send reminder emails to users

Categories: Automation, Complementary Plugins, User Communications

Sending emails to users to remind them to make a payment, send them information about a hired service or a product purchase, or any other detail deemed necessary.

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HubSpot Integration

Categories: Add-ons, Automation, API & Services Integration, User Communications

HubSpot is define itself as a marketing, sales, and service software that helps your business grow without compromise. The CFF - HubSpot add-on allows to integrate the forms on website with the HubSpot service, to create/update contacts in HubSpot with the information collected by the forms.

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Is it possible to collect the user information without submitting the form? Not by default....but yes, you can.

Categories: Add-ons, Automation, Calculated Field Operations, Extending Forms

This post responds to the questions:

  • How to send the information collected by the form to the server without submitting it?
  • How to send this information by email?
  • How to manage this information safely?
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MailChimp Integration

Categories: Add-ons, Automation, API & Services Integration, User Communications

Mailchimp is a marketing automation platform and an email marketing service. Our plugin allows add new members into the MailChimp audience lists, with the information collected by the website's forms.

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WebHook Add On

Categories: Add-ons, Automation, API & Services Integration

The easiest way to access to hundred of services through a simple URL. Case of use: Integrating the form with Google Sheets using Zapier as connector service.

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