API Integrations Pro

Several API integrations are available in Pro edition. Express Forms is very extendable, so if you wish to build your own API integration, you're certainly able to do so.

All API Integration configuration for Express Forms is written to a YAML file named express-forms-integrations.yaml, located in your Craft /config/ directory. This allows you to set up sites quicker or have different configurations for each server environment. You can (and need to for OAuth integrations) continue to configure and set up integrations through the control panel however, and the changes will be updated automatically. Check out the Config Overrides documentation for more info.

TIP

For a much wider variety of API integrations, you may want to consider Freeform.

API Integrations

Setup API Integrations

CRMs

Express Forms Pro supports some popular CRM (Customer Relationship Management) API integrations. Inside the Settings area of Express Forms, there is an API Integration manager, which allows you to manage your API integrations. If you currently have Express Forms Lite, you can purchase an upgrade to Express Forms Pro in the Craft 3 Plugin Store.

The following CRM integrations are currently available for Express Forms Pro only (click each one for individual setup instructions):

Some important things to know about CRM integrations are:

  • CRM integrations are globally available to all forms, but are configured per form inside the Form Builder interface.
  • Most - if not all - integrations attempt to map all available fields and custom fields, but some may have limitations if the API is too complex or doesn't allow it.
  • If a CRM integration has been configured, you will see an option to map and configure the CRM integration at the bottom left area of the Form Builder in the control panel. You may then map out your Express Forms fields to your CRM's fields.

Every integration is a little bit different, so we have detailed instructions for setting up each integration on their own page.

Mailing Lists

Express Forms supports some popular mailing list integrations. Inside the Settings area of Express Forms, there is a API Integration manager, which allows you to manage your API integrations. If you currently have Express Forms Lite, you can purchase an upgrade to Express Forms Pro in the Craft 3 Plugin Store.

The following Mailing List integrations are currently available for Express Forms Pro only (click each one for individual setup instructions):

Some important things to know about Mailing List integrations are:

  • Mailing list integrations are globally available to all forms, but are configured per form inside the Form Builder interface.
  • Most - if not all - integrations attempt to map all available fields and custom fields, but some may have limitations if the API is too complex or doesn't allow it.
  • If a mailing list integration has been configured, you will see an option to map and configure the Mailing List integration at the bottom left area of the Form Builder in the control panel. You may then map out your Express Forms fields to your Mailing List's fields.
  • You can associate mailing list integrations with field types like Checkbox (opt in) and Hidden (automatic opt) fields.
  • You can specify the integration's mailing list to be used for the mailing list integration.
  • Your form must include an Email field type, which must then be assigned to the target Email field in mapping table.
  • The Field Mapping table allows you to map Express Forms fields to available mailing list integration fields.

Every integration is a little bit different, so we have detailed instructions for setting up each integration on their own page.

Last Updated: 4/17/2019, 2:39:02 AM