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Gravity Forms ConnectWise Add-On

Integrates Gravity Forms with ConnectWise, allowing form submissions to be automatically sent to your ConnectWise account.

Hands down the best solution to integrate the forms on your website with ConnectWise

Allows you to:

  • Create new Companies
  • Create new Contacts
  • Create new Activities
  • Create new Opportunities
  • Create new Service Tickets

Lookups are performed for Companies and Contacts to prevent duplicate records.

Each form can have a different configuration, allowing you to create different activities/opportunities for each unique situation.

Check out the setup guide for detailed setup information.

Author Pronto Tools
Profile
Contributors prontotools, oynp
Tags add-on, connectwise, contact form, gravity forms, integration, lead, marketing automation, psa
  1. connectwise-forms-integration screenshot 1

    Enter your account’s credentials to authenticate. When successful you’ll see green checkmarks.

  2. connectwise-forms-integration screenshot 2

    Access the forms settings and navigate to ConnectWise.

  3. connectwise-forms-integration screenshot 3

    Click “Add New” feed.

  4. connectwise-forms-integration screenshot 4

    Configure your feed settings. First Name, Last Name and Email are required for the integration to work. Company must be set if you want new companies to be created.

  5. connectwise-forms-integration screenshot 5

    Enable conditional logic to have a feed send data only for specific events.

This plugin is a Gravity Forms add on, so make sure you have that installed first.

  1. Upload plugin files to your plugins folder, or install using WordPress' built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > ConnectWise )
  4. Enter your ConnectWise credentials to authenticate
  5. Open an individual form and access the ConnectWise settings to create a new feed

Catchall Company

If the “Company” field isn’t mapped, a new record will be created for the company with the ID “catchall”. If you don’t already have this in your system, a new company with that name will be created the first time it happens.

1.2.9

  • Fix bug for create note in opportunity

1.2.8

  • Strip HTML tags when map {all_fields} in initialDescription for service ticket details

1.2.7

  • Not create new contact even client fills email in case-sensitive

1.2.6

  • Extend timeout when request to get data from ConnectWise API

1.2.5

  • Fix bug for send error email notification

1.2.4

  • Improve error email notification, should not send when have error about duplicate company ID

1.2.3

  • Match contact and email before create company

1.2.2

  • Create Note in Contact and Company

1.2.1

  • Add company_id when create new activity and new service ticket for version 2017_1

1.2.0

  • Add company_id when create new opportunity for version 2017_1
  • Strip HTML tags when add note to ConnectWise

1.1.4

  • Add page size = 200 when get data from connectwise

1.1.3

  • Fix unsued version control path

1.1.2

  • Add prefix for staging URL

1.1.1

  • Retry with DefaultContact when DefaultContactId fail

1.1.0

  • Service ticket type, Service ticket subtype, Service ticket item
  • Have better API version control

1.0.2

  • Improved banner ads path in JS script (no hardcode).

1.0.1

  • Fixed banner ads path in JS script.

1.0.0

  • Launched!

Why aren’t records correctly showing up in ConnectWise?

It’s best to troubleshoot this in error logs. To do this, download the Gravity Forms Logging Add-on.

Once installed, activate at Forms > Settings > Logging, then select “Log all messages” for Gravity Forms ConnectWise Add-On.

Submit your problem form again, then refresh the logging page. Click “view log” to review the log for all recent submissions. You can search the page for “400” to quickly find the errors.

Just above the response code you should find a message with the explanation of the error.

How do the Contact and Company lookups work?

The company name will try to be matched with any existing names in your ConnectWise account. Duplicate companies might be created if there are small differences in the name, for instance adding “inc” to the end, or a misspelling.

For contacts, first a lookup is performed for the “First Name” field. Based on those results an email lookup is performed.

You can view a detailed flow chart of the process here.

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Version 1.2.9

Requires WordPress version: 4.0 or higher

Compatible up to: 4.5.6

Last Updated 14 Feb 2017

Date Added: 16 Jun 2016

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