Bit Form is a modern form builder. It’s amazing user interface and features charmed anyone. All of the advance styling feature are integrated there.Without any coding experience anyone can utilize this form via drag and drop.
The features Available in this WordPress Form Builder
At first, click on the Create Form button. Then create a blank form if you want to start from scratch or you can create a ready-made contact form. Now create the form of your own choice.
1.2.Create using templates
Bit Form has some predefined templates. You can create a form from this.
1.3.Field type and properties
Bit Form has about 17+ field types. All of the necessary fields are available there. All fields have some common properties such as Field Key, Required, Auto Fill, Label, Placeholder.
Property
Descriptions
Field Key
The Field Key is unique for all field. “bf4-1-Text_Field” an example of field key. bf means bit form, 4 represent form id, 1 represent 1st field of the form and Text_Field is field name. It’s used in Success/Error Messages, Web Hooks, Redirect Page, Email Template, Workflow and Integrations.
Required
You can make a field to mandatory by enabling Required property.
Auto Fill
To suggest auto field value from the browser need to enable the Auto Fill property.
Label
Set a field label by Label property
Placeholder
The placeholder property is used for set field placeholders.
Some field has some unique properties. These fields are Drop-Down, Check Boxs, Number and File Upload.
You can select multiple options by enabling the multiple select properties in Drop Down field. Also can set by default option in this field.
You can set by default option in Check Boxes field.
You can define minimum and maximum value in the Number field.
The File Upload field has some unique properties. You can define minimum and maximum value , maximum file size, file type.
The following features are available under Form Settings-
➤ Go to Builder➤ Drag and drop the fields➤ Configure various field types
Field Type
Description
DataType
Text
This field accepts a plain text input. Your users can enter letters, numbers, and special characters.
String
Multiline Text
This is similar to the Single Line field, though with a greater capacity. This field can accept multiple lines of plain text.
String
Email
This field accepts an email address that follows the format: [email protected]
String
Date(month,Week and Year)
This field sports a calendar and enables your users to select a date. Users can also type a date value as long as it matches your app’s date-time format.
Timestamp
Dropdown and Radio(single-select
Multi select)
Use these fields to enable users in selecting one value from a set of pre-configured choices, which are presented:
In a dropdown menu
As radio buttons
String
Checkbox and multi select(multi-select)
Use these fields to enable users in selecting one or more values from a set of pre-configured choices, which are presented:
As checkboxes
In a dropdown menu (that allows selecting on or more values)
List:String()
Number
Use this field to accept a number without any decimal places.
Bigint
Week
Timestamp
Time
The field accepts a valid time.
Timestamp
URL
Use this field to accept a URL.
String
Date-Time
The field accepts a valid date-time
Timestamp
File Upload
Use this field to allow uploading of files.
String
Password
The string datatype represents a sequence of characters. These characters can be text characters, special characters, numeric characters or any other valid input.
String
1.4.Add fields in a form
In Bit Form you can add field by drag and drop or click on field from field bar.
1.5.Column Adujustment
In Bit Form, you can add 6 columns in a row. Various types of column sets are available there. To Fill a column by 1column, 1:5, 2:4, 3:3, 4:2, 5:1.
2.Style Editor
There have all advanced CSS properties for styling. You can easily design an amazing form without any code.
2.1.Background Customize
In this step you can design form background as much as your choice.There has many kinds of options.Such as
1. Background:
You can set background image, color, link, blend mode, repeat, position, size on this section. You can positioning the background image via Background Image Position property.The Background Image Repeat sets how a background image will be repeated.The Background Img Size specifies the size of the background image.
2. Border:
In this step you can set border color, width, radius.There have different types of border.Such as solid, dotted, dashed,double. You can set hover border also.
3. Padding:
By Padding properties you can generate space around of content.
4. Margin :
By Margin properties you can generate space around of background.
5. Shadow:
You can set background shadow by using this property.
2.2.Form Customize
In Form Customize you can design form as much as your choice.
1. Background:
You can set background color, background filter on this section. There have many kinds of background filter like Blur, Brightness, Contrast, Grayscale, Invert, Opacity, Sepia, Saturate.
2. Border:
In this step you can set border color, width, radius.There have different types of border.Such as solid, dotted, dashed,double.
3. Padding:
By Padding properties you can generate space around of content.
4. Margin :
By Margin properties you can generate space around of background.
5. Shadow:
You can set background shadow by using this property
2.3.Form Block Customize
You can design individual form block in Form Block Customize section.
1. Background:
You can set background color, background filter on this section. There have many kinds of background filter like Blur, Brightness, Contrast, Grayscale, Invert, Opacity, Sepia, Saturate.
2. Border:
In this step you can set border color, width, radius.There have different types of border.Such as solid, dotted, dashed,double. You can set hover border also.
3. Padding:
By Padding properties you can generate space around of background.
4. Block Gap:
You can set gap between blocks in this section.
5. Shadow:
You can set background shadow by using this shadow property.
6. Direction:
Change the Position of the block content left or right by Direction.
2.4.Field Customize
You can design form field in this section.
Label Style->
1. Color – Change field label color.
2. Font – Change label font size
Field Style->
1. Background:
You can set field background color, background filter on this section. There have many kinds of background filter like Blur, Brightness, Contrast, Grayscale, Invert, Opacity, Sepia, Saturate.
2. Color: Customize field text, placeholder color.
3. Font: Customize placeholder font size.
2. Border:
In this step you can set border color, width, radius.There have different types of border.Such as solid, dotted, dashed,double.
3. Padding:
By Padding properties you can generate space around of content.
4. Margin :
By Margin properties you can generate space around of background.
5. Shadow:
You can set field shadow by using this property.
3.Response management
Responses of the report manage submission data properly. Information gathered using a form needs to be presented for viewing. Once the form is successfully submitted, data will be added as a new row into the responses of the database when you hit the button of the form.We can easily manage, delete, update, filter, clone and duplicate records.
The feature as shown below
View:/Detail View
Column Reorder
Adjustable Column Width
Delete, Edit and duplicate
Column Visibility
3.1.View:/Detail View
You can also view a maximum of 100 records on a single page. You can go next and previous pages by a single click. To the bottom right corner of the response page there is a option for showing a specific number of records on each page. Moreover, you can also sort record. If you click on any specific record you will see the record details as popup details views to the left.
3.2. Column Reorder
You can easily reorder column by just dragging and dropping the mouse over the column title. If you have a column name “First Name” on the first column and “Last Name” on the second column. Now you can alter their position. If you hover the mouse over the column title, an option will be available to reorder respective column positions’ back and forth.
3.3. Adjustable Column Width
You can easily adjust column width by dragging your mouse onto it.
3.4.Delete, Edit and duplicate
You can delete, edit, update or duplicate a specific record. You can also delete, duplicate and edit Bulk records.If you go to the very left of every specific record and click on three dots. You will find there the options will be available for delete, edit or duplicate. Suppose, you have two records with the same email = “[email protected]” so you can click on the record and delete the desired one. If you have 2000 records in your response and you want to delete them. For this you can select the multiple records together and click on the delete button to delete them together. This way you can delete all records from responses in a few attempts. You do not need to go through every record and delete them one by one
3.5.Column Visibility
You can easily hide and show columns in a single click of mouse. Suppose, you have many fields in your form and you want to show a few fields of them like “First Name”➤”Last Name”➤”Phone”➤”Message”. On the left side of responses you see an “Eye icon” . Just click on it and you will see all the fields will be available. You can put check mark only the fields you want to show and others keep unchecked.
4.Form Settings
The following features are available under Form Settings-
Allow Single Entry for each IP address
Disable this form after limited entry
Limit form submission period
Blocked IP list
Allowed IP
4.1.Allow Single Entry for each IP address
One form can be submitted one time from each IP address. Suppose you are submitting a form using/from this IP 123.123. 12.1. You can not submit the same form again from the same IP address but you can submit the form using another IP address which is not used yet to submit the same form.
4.2.Disable this form after limited entry
If you want to disable the form after certain entries you can use this feature. Suppose you have decided that after 100 times submission you want to disable the form than this feature is for you
4.3.Limit Form Submission Period
You can restrict the form submission for a specific period. Form can be restricted on custom date or period.
Suppose you have selected Friday then form will accept submission for Friday’s only. Another example of “Limit Form Submission Period” is custom date, suppose you have selected a date range from 2020/01/15-2020/02/15 when the form will accept submission between this period.
4.4.Blocked IP list
The blocked listed IP addresses can not submit your form. Suppose you have noticed that from specific IP addresses a form is being submitted as spamming and you do not like it. In this case, you can use this feature, you can list those IP here and form submission from those IP will not be accepted anymore.And you can also disable the blocked listed IPs whenever you want. For example, you want to disallow submission from the below listed IPs 103.145.119.253 103.145.119.251 103.145.119.250 Just put these three IPs on blocked list and enable blocked option. Now, no more submission will be accepted from those IPs
4.5.Allowed IP
In some cases, some organization or company want to accept form submission from some specific IP addresses. Only in those situations, this feature will be helpful for them.
By enabling this option only the listed IP can submit this form.
Suppose you have listed these two IP 123.123. 12.1 and 123.123. 12.2 Now, only form submission from these two IPs will be accepted.
5.Conditional Logic
Workflows in Bit Form, are a set of actions (Success Message, Redirect URL, Web Hook, Email Notifications, Integration and field updates) that are executed when certain specified conditions are met. These rules automate the process of Success Message, Redirect URL, Web Hook, Email Notifications, Integration and field updates when a rule is triggered.
A workflow rule consists of the following elements:
1. Action Run When – Specify when the rule should be triggered for a record .There are four options:
Record Create/Edit : Executes the rule when records are created and or existing records are modified. See the example below :
Record Create : Executes the rule when records are created. It’s doesn’t work for Edit, Delete. See the example below :
Record Edit : Executes the rule when existing record are modified. It’s doesn’t work for create, delete.
Record Delete : Executes the rule when certain records are deleted. Only Email Notifications and Webhooks can be associated for such a rule.
2. Action Effect –
On Form Load : The On Form Load action is used to dynamically alter a Form when it is loaded. The Form actions “On Form Load” is executed when the Form is loaded by a user.
When a page is loaded and you want to pre-filled some field value and can also run a workflow to update value, show, hide, disable and enable field.
There is two ways to pre-filled a value:
1. Use a initial field value in field properties in the form builder (the feature will be added in the next update of plugin).
2. Use the parameter in the URL.
2. Parameter in the URL: website_url?field_api_name=field_value
Workflow action for On Form Load: on a form load while created or edited following action are available.
1. Field value update
2. Disable
3. Enable
4. Hide
5.Show
See the example below:
In the above example, after the form loading First Name will be “Bitcode” and Last Name will be disabled. Many kinds of logic are used for On Form Load such as Equal, Not Equal, Is Null, Is Not Null, Contain, Not Contain, Greater Than, Less Than, Start With, Greater Than Equal, Less Than Equal, Start With, End With.
On Field Input : The On Field input is a client side action which will be called whenever the value of a field is modified either by the user . It is used to improve the usability of a form by validating field data even before it is submitted or display other field values based on the value specified in this field. The On Field input is executed before the changed data is persisted in the database.
When a form is created or edited an user/visitor put value in a field based on that you may want to trigger an action. Following actions are available for on field user input:
1. Field value update
2. Disable
3. Enable
4. Hide
5.Show
See the example below:
In the above example, if First Name is equal “Bitcode” and Last Name is equal “Technology” then the Email will be [email protected] Many kinds of logic are used for on Field Input such as Equal, Not Equal, Is Null, Is Not Null, Contain, Not Contain, Greater Than, Less Than, Start With, Greater Than Equal, Less Than Equal, Start With, End With.
On Form Validate : This action is executed when a user submits the form to the server, before the user data is stored in the database. The script runs on the server side, and it has access to all the inputs the user entered. Only message can be associated for such a rule.
In the above example, if First Name Start With “B” or Last Name End Width “Y”, a message will be shown from the created confirmation message. Many kinds of logic are used for On Form Validate such as Equal, Not Equal, Is Null, Is Not Null, Contain, Not Contain, Greater Than, Less Than, Start With, Greater Than Equal, Less Than Equal, Start With, End With.
On Form Submit : On Form Submit is used to execute actions when a new record is successfully submitted to the database or when an existing record is updated or deleted from the database. It’s works on both situation when new data submitted or edit old data. Action on “On form submit” can be triggered with or without condition. The following actions are available in the On form submit:
Success Message
Redirect URL (does not work on edit)
Web Hook
Email Notification
Integration
6.Field value update.
See the example below:
In the above example, if First Name is Null And Last Name Is Not Null then a success message will be shown from the created confirmation message and the page redirect to “https://bitpress.pro/”. Many kinds of logic are used for On Form Submit such as Equal, Not Equal, Is Null, Is Not Null, Contain, Not Contain, Greater Than, Less Than, Start With, Greater Than Equal, Less Than Equal, Start With, End With.
Workflow condition : You can create multiple conditions in a workflow rule. Each condition consists of two elements. One is specifying which records should be triggered i.e. all records or the records that match the criteria. Another is adding the criteria based on which it should be triggered.
3. Action Behavior –
Always : The action in a workflow executes for all records by default when the action behavior field is set as Always.
Condition : Executes the workflow via conditional logic. Rule will be triggered for the records that meet the criteria.
In condition you can use many kinds of logic. Here’s some examples of condition:
In the above example, if the workflow is work, continent value is set to “Asia”. Although “language”=”bangla” is not match the workflow is working. Because firstly the workflow checks whether the first two conditions (“country”=”Bangladesh” and “City”=”Dhaka”) are met, if met then it’s check the next condition. We used OR logic for next condition. We setted “language”=”bangla” in workflow but filled up this field “english”. Since we used OR for this condition, if not the condition is met then the workflow will check the next condition. We used AND for the next condition. For this, it must be met, or the workflow will not work.
In the above example, if the workflow is work, continent value is set to “Asia”. Although the first two conditions (“country”=”Pakistan” and “City”=”Islamabad”) do not match the workflow is working. Because this time the workflow check the condition by group. Firstly the workflow checks whether the first two conditions (“country”=”Bangladesh” and “City”=”Dhaka”) are met, since we used OR after those two conditions, if not those conditions are met then the workflow will check the next condition. We uses OR logic for next condition. Then it checks whether the last two conditions are met. If match, the workflow will work.
In the above example, if the workflow is work, continent value is set to “Asia”. The workflow is not working. Because firstly the workflow checks whether the first two conditions (“country”=”Bangladesh” and “City”=”Dhaka”) are met, if match then it checks the next condition. We used OR logic for the next condition. Since we used OR for this condition, if not the condition is match then the workflow will check the next condition.
We used AND for the next condition. Since we used AND for this condition, for this, it must be met or the workflow will not work. We setted “Sea port”=”chittagong” in workflow but filled up this field “karachi”. This condition isn’t match, for this the workflow isn’t working.
#Calculation : In Bit Form, you can use many kinds of mathematics calculations. Bit form allow Addition, Subtraction, Multiplication, Division. You can calculate via form fields value or custom value. See the example below :
In the above example, the sum of the two fields value is shown. If you want to calculate with field values, you have to follow the syntax. Here’s an example syntax : ${bf12-7-Electricity_Bill}+${bf12-8-Internet_Bill} . Start with the ‘$’ sign then have to wrap the field key in ‘{}’. Here’s ‘bf12-7-Electricity_Bill’ and ‘bf12-8-Internet_Bill’ are field keys.
Notice :
1. Bit Form allows only the number field for calculation.
6.Confirmations
6.1.Error or Success message
Success Message: After form submission one can see the success message “Your form has been submitted successfully.” For example: “The form has been successfully submitted” or “We will contact you in 24 hours” etc.
Success message works on both form submission and field validation. Based on the condition you can show custom success messages.
Error Message: If you have any conditions to meet when a form has been submitted or edited. If the condition does not satisfy fully then you can show the error message. For example: “Cannot but less than five pieces” or “Delivery price outside USA is more than $50” etc.
Error message works on both form data submit and on field validation. Based on the condition you can show custom error messages.
Notice : If you create multiple Success/Error messages then the last created message will be work first. Also you can use workflow for showing specific Success/Error message.
6.2.Redirect Page
After Form submission user/visitor will be redirected to the same page or any custom url. On record/data edit, Redirection will not work.
In redirection form value can be passed by adding parameters with URL.
Redirect URL with form value can be used like this:
**Key_1 and Key_2 = The field api name where you want to use/put the value from this form.
7. Email Template
Click on ➤ Form Name ➤ Setting➤Email Template
Email Notification:
Both you and your client will get a notification email once they submit the form
Even you can send emails after a form has been created, edited, or deleted.
You can also put the custom message for email notification
The following features are available under Form Settings.
Click Form Name➤ Setting➤ Email Template
➤ You can choose template from pre-designed template or from template library
➤You can put dynamic field names both under the subject line and email body
➤ You can allow HTML and CSS for styling
➤You can copy and paste previous design template onto editor
➤You can edit styling by the help of rich text editor
8.Integration
Integrations.
We are working on Bitform integration with third-party apps. We have conditional integration. We have perfect integration with CRM. We can integrate both with default( i.e, Lead, Contact, Account, Deals) module and custom module. We can run integration with multiple ZOHO CRM accounts at a time.We can enable CRM workflow during integration
8.1.Zoho Analytics
Using Zoho Analytics integration with WordPress form builder, you can analyze your data in a much efficient way. You can easily integrate without any coding. This Documentation goes through the configuration process.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Analytics if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Analytics. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
Select the workspace and table from the dropdown. Then map Bit Form fields with Zoho Analytics fields in which you want to send/update data.
**Zoho Analytics doesn’t support data INSERT/UPDATE in integration table**
Notice: If you select Update Row action without any criteria, when you click on the save button a warning message will be shown. All data of the above-selected table will get replaced.
You can update Zoho Analytics records via using criteria. Watch video
Example criteria: (“Table Name”.”Department”=’Finance’ and “Table Name”.”Salary” => 9000)
Params
Description
Data type
Table Name
Zoho Analytics table name in which the row will be updated.
TEXT
Department,
Salary
Zoho Analytics column name based on which rows will be updated.
TEXT
Criteria
Criteria based on which rows will be updated.
The criteria must be in the format:
“Table name”.” ”
Following is the list of supported operators:
=
!=
<
>
<=
=>
LIKE
NOT LIKE
IN
NOT IN
BETWEEN (to be used as: “BETWEEN ” AND ”)
OPERRATOR
/
TEXT
There has another feature name Update Preference. If you select “Yes” when the criteria don’t meet a new row will be inserted in Zoho Analytics.
When “No” is selected then a new row won’t be inserted if the criteria don’t meet.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.2.Zoho CRM
Using Zoho CRM integration with WordPress form builder, you can automatically push your WordPress form data in CRM modules. You can easily integrate without any coding. This Documentation goes through the configuration process.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Analytics if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho CRM. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
Map all the mandatory CRM fields to the corresponding fields in your form.
To map more form fields to CRM fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
You can send data Zoho CRM related list from Bit Form. Select the required related list module and layout from the drop-down provided. Then map the mandatory field. To map more fields, click on the (+). Watch video
Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.
1.Workflow: Select this option to trigger the Zoho CRM workflow to relevant the selected module. If you didn’t select this option Zoho CRM workflow to relevant the selected module doesn’t work. Watch video 2.Attachment: To Select this option you can send file upload field data to Zoho CRM related list Attachments. You can also send file upload field data to Zoho CRM via normal field mapping). Please select the CRM file upload field from the drop-down which you want to send data. Watch video 3. Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them. Watch video
4.Blueprint: Select this option to trigger the Zoho CRM blueprint to relevant the selected module. If you didn’t select this option Zoho CRM blueprint to relevant the selected module doesn’t work.
5. Upsert Record: Upon selecting the option YES, if a record with the identical value exists in Zoho CRM, it will be updated with the new values. If you select NO, a new record will be created in Zoho CRM. You can arrange fields in the order in which upsert should happen.
Here’s how upsert works:
For example, you arrange the Email field before the Company field. When a form is submitted with the Company as Bitcode and Email as [email protected]
1. First, it’s checked if the email [email protected] exists in the CRM. If it does, then the mapped fields get updated to the record associated with that email address.
2. In case of the email address [email protected] doesn’t exist in your CRM, it’s checked if Bitcode exists under Company. If it does, then the mapped fields get updated to the record associated with that company name.
3. If none of the field values exists, then a new record with all the mapped details is created under the mapped CRM module.
6. Assignment Rules: When you choose this option, Assignment Rules defined in Zoho CRM can be triggered when form entries are added to a CRM module. Please select the assignment rule from the drop-down which you want to trigger.
7. Tag Records: When you choose this option, you can add a tag to the records that are pushed to Zoho CRM. It helps you to search for records in CRM by tag. There has a list of tag records in the dropdown. You can use Zoho CRM by default tag, form fields also can add a custom tag. Watch video 8. Record Owner: Select this option you can set a record owner of the sent record. Watch video
Supported Modules:You can integrate your forms with the following
CRM modules:
Standard Modules: Leads, Contacts, Accounts, Potentials, Campaigns, Cases, Solutions, Products, Price Books, Vendors, Events, Tasks, and Calls.
Custom Modules: Bit Forms can be integrated with all custom modules in Zoho CRM
Supported Field Types :
These are the Bit Forms fields that can be mapped with the respective fields in Zoho CRM.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.3.Zoho Recruit
Using Zoho Recruit integration with WordPress form builder, you can automatically push your WordPress form data in Recruit modules. You can easily integrate without any coding. This Documentation goes through the configuration process. Watch video
First, you have to log-in your WordPress dashboard.Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Recruit if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar.Navigate to Settings->Integrations->Click on (+) ->Select Zoho Recruit. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho Api Console. Navigate to Api Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generate. Then go to Client Secret tab.
Then copy the Client ID and Client Secret and paste it to Bit Form integration page.Then click on the Authorize button (wait for a few seconds). After the successfully authorization click on the next button.
Select the required Recruit module from the dropdown.
Map all the mandatory Recruit fields to the corresponding fields in your form.
If you use File Upload field should to map this separately.
You can send data to Zoho Recruit related list from Bit Form. Select the required related list module and layout from the drop-down provided. Then map the mandatory field. To map more fields, click on the (+). Watch video Actions:
1.Workflow : Select this option to trigger Zoho Recruit workflow to for the selected module.If you didn’t select this option Zoho Recruit workflow for the selected module doesn’t work. Watch video 2.Approval: Select this option to automatically send form data to your Zoho Recruit approval list instead of adding them. Watch video 3. Upsert Record: When you choose the “Upsert Record” option, if a record with the identical value exists in Zoho Recruit, then it will be updated with the new values. If not, a new record will be created. Watch video 4. RecordOwner: Select this option you can set a record owner of the sent record. For this, you have to copy the Owner ID from Zoho Recruit and paste here. Watch video
Map all the fields, select the necessary Actions to be performed on integration and then click on the Save button to save your settings.
Supported Field Types :
These are the Bit Forms fields that can be mapped with the respective fields in Zoho CRM.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.4.Zoho Workdrive
Using Zoho Workdrive integration with WordPress form builder, you can create folder and send attachments in Zoho Workdrive. You can easily integrate without any coding. This Documentation goes through the configuration process.
First, you have to log-in to your WordPress dashboard.Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Workdrive. If you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Workdrive. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below :
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.
Select the required Team and Folder from the dropdown. There are “My Folder” is the personal folder and General is the team folder.
1. Create New Folder: To create a folder in Zoho Workdrive you have to define the folder name in Create New Folder Actions.
You can also create folder in Workdrive via field value. For this, you have to select the field from the dropdown.
You can add a random number with the folder name by selecting the Add Random Number option.
Also You can share the folder with users and control their access. There have four types of permission such as View, Edit, Organize, and Upload.
View – When you select this option the users can view, copy, and download the creating folder and also add comments to them.
Edit – When you select this option the users can view, add, edit, and rename the creating folder, but cannot share or move them.
Organize -When you select this option the users can edit, rename, organize the creating folder within the Team Folder, and also share them with other team members.
Upload – If you want to give permission to the users for file uploading in the creating folder you need to select this option.
You can also send an email notification to the selected user about the folder created by selecting the Send Email Notification option.
In Zoho Workdrive, if create a new folder is checked but the folder name is not given, then by default, a folder will be created with the name: New Folder with a random number. Example : New Folder 5f58e5273
2.Upload Files: You can send Attachment in Workdrive. For this, you have to select this file upload field which you want to send. Also you can share the attachment with users and control their access. There have four types of permission such as View, Edit, Share, View, and Comment.
View – When you select this option the users can view, copy, and download the sending attachment.
Edit – When you select this option the users view, add, edit, and rename files the sending attachment, but cannot share or move them.
Organize – When you select this option the users edit, rename, organize the sending attachment, and also share them with other team members.
View and Comment – When you select this option the users can view, copy, and download the sending attachment also comments to them.
You can also send an email notification to the selected user about the folder create by selecting the Send Email Notification option.
Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.5.Zoho Desk
By the Zoho Desk integration with WordPress form builder, you can automatically create tickets in Zoho Desk. You can easily integrate without any coding. This Documentation goes through the configuration process. Watch video
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Desk if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Desk. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated.Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
Select the required Portal and Department from the dropdown. Map all the mandatory Desk fields to the corresponding fields in your form. At last select the requires Ticket Owner from the actions.
To map more form fields to Desk fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Actions :
1.Ticket Owner: Ticket Owner is mandatory in Zoho Desk. You have to select the Ticket Owner from actions.
2. Product Name: You can product-wise assign ticket in Zoho Desk. For this, you have to select the Product Name from the actions. Watch video
3. Attachment: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.
Select the necessary Actions to be performed on integration and then click on the Save button to save your settings.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.6.Zoho Campaign
Using Zoho Campaign integration with WordPress form builder, you can automatically push your WordPress form data in Zoho Campaign. You can easily integrate without any coding. This Documentation goes through the configuration process. Watch video
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Campaign if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Campaign. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button
Select the required contact List and the mandatory field from the dropdown.
To map more form fields to Campaign fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Map all the fields and then click on the Save button to save your settings.
Notice: When you send data in Zoho Campaign an email confirmation message will go to the typed email. The data will not insert before the confirmation. If you want to send data without email confirmation, you have to change some settings in the Zoho Campaign. Have to disable SIGNUP FORM.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.7.Zoho Mail
Using Zoho Mail integration with WordPress form builder, you can automatically send emails in Zoho Mail. You can easily integrate without any coding. This Documentation goes through the configuration process. Watch video
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Recruit if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Mail. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.
Select the type (Send Email, Save as Draft) from the dropdown. If you select Send Email, the email will save in inbox. If you select Save as Draft email will save in draft.
You can add an email in To via typing or form field. After type the email you have to hit the Enter. Or you can select the email form field from the dropdown. Then you can add CC and BCC if you need it. Add subject via typing or form field. Then add a custom message in the body. You can also add messages via the form field. Follow the example below:
You can also send attachments from Bit Form to mail.
Add all the necessary actions to be performed on integration and then click on the Save button to save your settings.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.8.Zoho Project
Using Zoho Project integration with WordPress form builder, you can create (project, milestone, task list, task, subtask) in Zoho Project. You can easily integrate without any coding. This Documentation goes through the configuration process.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Project. If you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar.Navigate to Settings->Integrations->Click on (+) ->Select Zoho Project. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.
Select the required (Portal and Event) from the dropdown. There have six kinds of events. Such as Create Project, Create Milestone, Create Tasklist, Create Task, Create Subtask, Create Issue.
Event->
1.Create Project: Select the Create Project event from the dropdown. Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the(+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Project Actions:
Project Owner-> By selecting this option you can add a project owner to your project. It’s mandatory to select a project owner for creating a project in the Zoho project.
Notice: Do not assign project owners as project users.
Task Layout-> Select a layout for your project. It’s a mandatory action.
Project Access-> By selecting this option you can change the access control of your project. There are two types of project access. One is Privateand the other one is Public. Set the project access to Privateif you want the project can be accessed only by the project users in the selected project. If you set it to the Public, the project will be followed and viewed by all the portal users.
Project User->You can assign users for your project.
Group Name-> You can assign a group for your project.
Project Tags-> You can assign tags name with your project.
2. Create Milestone: Select the Create Milestone event from the dropdown. Then select a project from the dropdown if you had already an existing project. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.
Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Milestone Actions:
Milestone Owner-> By selecting this option you can add a milestone owner to your project. It’s mandatory to select a milestone owner for creating a milestone in your project.
Milestone Flag-> Add a Milestone Flag for your milestone. There are two types of milestone flag. One is External and the other is Internal. External milestone will be visible to both the client and project users. Internal milestone will be visible only to the project users. It’s a mandatory action.
Milestone Tags-> Add a tag for milestone.
3. Create Tasklist-> Select the Create Tasklist event from the dropdown. Then select a project from the dropdown if you have already an existing project. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.
You can also assign a tasklist under a milestone. For this, you have to select a milestone from the dropdown if you had already existing milestone. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above create milestone actions.
Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Tasklist Actions:
Tasklist Flag-> Add a Tasklist Flag for your milestone. There are two types of tasklist flags. One is Externaland the other is Internal. The external tasklist will be visible to both the client and project users. The internal tasklist will be visible only to the project users. It’s a mandatory action.
Tasklist Tag-> Add tags for tasklist.
4. Create Task-> Select the Create Task event from the dropdown. Then select a project from the dropdown if you had already existing project. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above Create Projectactions.
You can also assign a task under a milestone. For this, you have to select a milestone from the dropdown if you had already existing milestone. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above Create Milestone actions.
You can also assign a task under a tasklist. For this, at first, you have to select a tasklist flag. Then you have to select a tasklist if you had already existing tasklist. If you don’t have any existing tasklist, you have to create a new tasklist. To create a new tasklist please follow the above Create Tasklist actions.
Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Task Actions:
Task Owner-> Add a Task Owner by selecting this action. It’s a mandatory action.
Task Attachments-> Add attachments for task.
Task Time log->
Select Date:
Billing Status:
Enter Hours:
Set Start & End Time:
User:
Notes:
Task Recurrence-> You can create a task and recreate it anytime using the Recurring functionality in Zoho Projects. When the same set of tasks are repeated after a couple of days, months and year, you can set it as a recurring task so that it automatically gets recreated after a designated period of time. You can set recurring details for a task while creating or editing a task.
Task Remainder-> Working on multiple tasks can be tedious and you can lose track of your work. Task reminders can help you stay on top of your work by sending timely emails. With task reminders in Zoho Projects, you don’t miss a single task.
Daily: The reminder mail will be sent to task owners daily till the due date.
On due date:A reminder mail will be sent to the specified users on or before the due date.
Day(s) before due date:A reminder mail will be sent before the due date based on the day(s) specified.
Task Tags-> Add tags with task.
5. Create Subtask-> Select the Create Subtask event from the dropdown. Then select a project from the dropdown if you had already existed project. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above Create Project actions.
To create a subtask you have to select a task from the dropdown if you had already existed task. If you don’t have any existing tasks, you have to create a new task. To create a new task please follow the above Create Task actions.
You can also assign a subtask under a task milestone. For this, you have to select a milestone from the dropdown if you had already existed milestone. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above Create Milestone actions.
You can also assign a subtask under the task of tasklist. For this, at first, you have to select a tasklist flag. There are two types of tasklist flags. One is Externaland the other is Internal. When you select Externalif any task remains under this flag all task list will be shown in the below dropdown. Then you have to select a task list if you had already existed tasklist. If you don’t have any existing tasklist, you have to create a new tasklist. To create a new tasklist please follow the above Create Tasklist actions.
Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Subtask Actions:
Subtask Owner-> Add a Subtask Owner by selecting this action. It’s a mandatory action.
Subtask Attachments-> Add assignments for subtask.
Subtask Tags-> Add tags for subtask.
6. Create Issue: Select the Create Issue event from the dropdown. Then select a project from the dropdown if you had already an existing project. If you don’t have any existing projects, you have to create a new project. To create a new project please follow the above create project actions.
Then map the mandatory field.
You can also create a task under a milestone. For this, you have to select a milestone from the dropdown if you had already existed milestone. If you don’t have any existing milestones, you have to create a new milestone. To create a new milestone please follow the above Create Milestone actions.
Then map the mandatory field. Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
Issue Actions:
Issue Owner-> By selecting this option you can add an issue owner. It’s mandatory to select an issue owner for creating an issue.
Issue Flag-> Add anissue Flag for your milestone. There are two types of issue flag. One is Externaland the other is Internal. The external issue will be visible to both the client and project users. The internal issue will be visible only to the project users. It’s a mandatory action.
Issue Followers-> Select Issue Followers to add project users to the issue.
Issue Severity->
Issue Classification->
Issue Module->
Issue Priority->
Issue Attachments->
Issue Tags->
Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.9.Zoho Sheet
Using Zoho Sheet integration with WordPress form builder, you can automatically push your WordPress form data in Zoho Sheet. You can easily integrate without any coding. This Documentation goes through the configuration process.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Zoho Sheet if you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Sheet. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.
Select the all required (Workbook, Worksheet, Header Row) from the dropdown.
Here’s Workbook means spreadsheets, Worksheet means sheet name and Header Row means the first row of the Zoho Sheet.
Notice :
1. By default, the first row of the worksheet is considered as a header row. This can be used if tabular data starts from any row other than the first row.
2. Must have at least one record in your Zoho Sheet spreadsheets otherwise Map Fields will not appear.
Map all the needed fields to the corresponding fields in your form. To map more fields, click on the (+). The form fields that are relevant to the selected field would be listed in the drop-down under Bit Forms.
1.Update Row:Select this action to update Zoho Sheet records based on criteria->
The criteria should be in the following format.
(=, !=, >, <,>=,<=, contains)
Consider the following table :
Name
Age
Categoty
Shakhawat
23
Adult
Rubel
12
Teenager
Arif
17
Teenager
Example criteria :
1. “Name”=”Shakhawat”
2. “Name” contains “Arif”
3. “Name”=”Rubel” and “Age”<18
4. (“Name”=”Rubel” or “Name”=”Arif”) and “Age”<18
A maximum of 5 nested criteria can be used.
In the above example, If “Age” less than 18 and “Name” equal “Rubel” then Category will be “Teenager“.
Update preference:
1.update row for the first match only?
If you select Yes, the criteria will be work for the first match only or if you select No the criteria will be work for all the match. Follow the example below:
2. Insert a new row if the above criteria don’t meet?
If you select Yes, insert a new row if the criteria don’t meet.
Map all the fields, select the necessary Actions to be performed on integration, and then click on the Save button to save your settings.
In the end, create a Workflow for triggering the integration. Select the integration which you created before.
8.10.Zoho Sign
Using Zoho Sign integration with WordPress form builder, you can directly receive responses from your forms with Zoho Sign templates, as well as automate the entire document signing workflow.
First, you have to log-in to your WordPress dashboard. Then click on Bit form from the left sidebar. Select an existing form that you want to integrate with Zoho Sign. If you don’t have any form please create a new form. Please follow the screenshots below:
Then click on the Settings menu from the top navigation bar. Navigate to Settings->Integrations->Click on (+) ->Select Zoho Sign. Please follow the screenshots below:
Select a data center from the dropdown. Then click on the Zoho API Console. Navigate to API Console->Get Started->Server-based Applications. Please follow the screenshots below
Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.
A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.
Then copy the Client ID and Client Secret and paste it to the Bit Form integration page. Then click on the Authorize button (wait for a few seconds). After the successful authorization click on the Next button.
1.Select the required (Template) from the dropdown which you created before in your Zoho Sign account.
2. Then configure the recipient’s details. Here, you can configure to get the recipients’ names and email addresses directly from the form fields. If you already defined recipient’s details in Zoho Sign, these details automatically shown here.
Complete the all configuration and then click on the Save button to save your settings.
In the end, create Conditional Logics for triggering the integration. Select the integration which you created before.
