Form Builder

Bit Form – a simple yet user responsive form builder in WordPress! Its 19+ visual drag & drop fields allow you to create any multi-purpose form. It is beyond a normal contact form that helps users to create an eye-catchy form without any help of bulk coding sense. No hassle for designers as it provides a built-in style editor feature. Alongside, it is a user-interactive plug-in regarding all devices (phone, tablet, laptop) which makes it more useable.

Key features  of Bit Form are:

Create from scratch

Doc: Process of creating a new form

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.


Wordpress form builder plugin create from scratch

Create using templates

Doc: Process of using the pre-defined form

Bit Form has some predefined templates. You can create a form from this.


Wordpress Form Builder Predefined Template

Field type and properties

Doc: Documentation of field types & 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


WordPress Form Builder Field types

Add fields in a form

Doc: Process of adding fields in a form

In Bit Form you can add field by drag and drop or click on field from field bar.


Bit Form add field 1

Column Adujustment

Doc: Multi-column adjustment process

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. 

 


WordPress Form builder column adjustment

Decision Box

Doc: Documentation of Decision Box

Youtube Tutorial: Decision Box

From the ‘Decision Box’ field user can agree to any decision required by the admin panel. As example, admin can use the decision box as “Terms & Condition ” field. 

Field Customization :

➤ Admins can change the field of decision field as per their choice. Also can link up to any site on the description.

➤ The ‘Checked Value’ & ‘Unchecked Value’ field is by default ‘ Accepted ‘ & ‘ Not Accepted ‘. Admin can change the text of the field as per requirements.

➤ Admins can change the ‘Admin label’ field which will be shown in response management option.

➤ When the ‘Required’ field is turned on, if the user forgets to check the notification they will be notified as ‘ Please check the box if you want to proceed ‘.

When ‘ Checked By Default ‘ is turned on, the decision box will be checked by default.

Custom Button

Button Customization & Styling

Doc: Documentation of button customization & styling

Tutorial: Button customization & styling

A button is a significant & integral part of any website especially when it comes to web forms and customizing them is quite a bit of work to make the button look good and stand out. In our Bit Form, the user will get a by default submit button. If users want to change the default styling like – position, color, text size, etc, they can use our built-in style editor. This documentation drives you to create a custom-made button with maximum ease.

Button & Button text customization:

1. From your WordPress dashboard, go to Bit Form.

2. Select an existing form or create a brand new form for button customization. Here we will demonstrate the process using a build-in form template.

3. In the below picture you can see the default “Submit” button. You can drag & drop a button field from the “Tool Bar” & customize it as you want. In this documentation we will show you the button customization &styling using the default submit button. 

1.Default Submit Button Bit Form

4. Click on the button field & you can access the ‘Field Settings‘ option from the right panel of the style editor. From this option, you can customize the following options mentioned below.

2. Field Settings Bit Form

=> Text of button that will be displayed on the form.

3. Submit Button Text Bit Form

=> Alignments of button – Left, Center & Right

4. Button Allignment Bit Form

=> Type of button – Submit, Reset & button.

      Submit button : It is a standered submit button that helps to submit information by user.

      Reset button : It clears all the previous information & allows the user to start over again.

Button Type

=> Length of the button- Full or Small.

5.Full width button Bit Form
6. Small Button Bit Form

Styling of a button:

Follow the path to access the style editor: Click on ‘Style Customize’  => Field Customize  => Button Style . From the ‘Button Style‘ option you will find 7 different ways to advance styling the button. 

7.Style to field Bit Form
8. Button Style Bit Form
9.Submit Button style Bit Form

These ways are:

1. Background: Change the background color as you want in terms of three options – Default, Hover & Focus. By default, the background color is set to blue. Also, you can control the background filter options –Blur, Brightness, Contrast, Grayscale, Invert, Opacity, Sepia, Saturate.

10.Background Hover it Form
11. Background Hover2 it Form
13. Color Bit Form

2. Color: Set a suitable color of the button text regarding the options – Default, Hover & Focus. By default, the text color is set to blue.

13. Color Bit Form 1

3. Font: From the font option you can change the “Font Size” & ” Line of height” as your orientation.

14.Font Size Bit Form

4. Border: You can set border type as Solid, Dotted, Dashed & Double. By default, the border of the button is set to none. This border will be shown differently in respect of devices users use. Also, the user can change the color of the border in terms of the ”Default’, ‘Hover’ & ‘Focus’ options. Also, you can change the width & radius of the border you have set.

15.Border Bit Form

5. Padding: Change the padding size that will be displayed differently in terms of devices. By padding properties, you can generate space around of content.

16.Padding Bit Form

6. Margin: Change the margin to as same as “Padding”. By Margin properties, you can generate space around of background.

17.Margin Bit Form

7. Shadow: You can set the shadow type as “Inside” & “Outside”. By default the border of the button is set to none. Also, the user can change the shadow color & style of the border in terms of the ”Default’, ‘Hover’ & ‘Focus’ options.

18.Shadow Bit Form

Watch the tutorial here!

Style Editor

There have all advanced CSS properties for styling. You can easily design an amazing form without any code.

Background Customize

Doc: Documentation of Background Customization

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.


Background Customize

Form Customize

Doc: Documentation of Form Customization

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

Form Block Customize

Doc: Documentation of Form Block Customization

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.

Field Customize

Doc: Documentation of Field Customization

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.

Response management

Doc: Process of responses management

Youtube Tutorial: Responses 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

View:/Detail View​

Doc: View detailed data of Responses

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.


Bit Form Response Adjustable Column Width

Column Reorder

Doc: 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.


Bit Form Response Column Reorder

Adjustable Column Width

Doc: Adjustable column width

You can easily adjust column width by dragging your mouse onto it. 

 


BitForm Response Adjustable Column Width

Delete, Edit and duplicate

Doc: Process of Edit, Update, Delete & 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


Bit Form Response Delete Edit and duplicate

Column Visibility

Doc: Process of 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.

 


Bit Form Response Column Visibility

Export Data from Bit Form

Doc: Process of export data

You can export all the responses management data by clicking ‘Export Data‘. When you click on Export data, a new window will be displayed where you will find 5 fields. These fields allow you to choose rows you want to export from Bit Form.

Follow the below instructions:

➤ Click on export data from ‘Form Responses‘ & a window will be shown.

Export Data

➤ How many rows to export: There you will find two options from the drop-down menu. Options are : ‘All‘ & ‘Choose input number‘. You can export all rows or you can input row numbers as you want. If you select ‘Choose input number‘ then another field ‘Enter your row number‘ will arrive.

➤ Sort By: You can sort data in ascending or descending order.

➤ Select the sort field:  You have to choose the fields that you want to sort.

➤ Export file format: You can choose 9 types of form to which you will export all data. Formats are : CSV, Xlsx, Xls, Fods, Ods, Prn, Text, HTML & Eth.

Export all fields: If you want to export all the fields of the row then click on ‘Yes‘ or you can specify the fields you need to export by clicking ‘No‘.

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

Allow Single Entry for each IP address

Doc: Process to 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.


Bit Form Allow single entry for each IP address

Disable this form after limited entry

Doc: Process of disabling any 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


Disable this form after limited entry

Honeypot

Honeypot – A way to prevent spam bot

Doc: How to prevent spambot by using Honeypot

It is a well-known fact that spambots are real trouble today. One of the common problems web developers face is that spambots create web forms to submit spam messages to the websites. Spam prevention is not easy because of intelligent bots. Though re-captcha will help you in this situation by setting some challenges or tricks to avoid bots, sometimes you can get into an endless trap which is annoying to some visitors. So, we have come with a better experience for spam protection while submitting web forms & that is an intelligent “Honeypot,” aka a hidden field.

The main goal of today’s article is – how you can prevent a bot from submitting the form using Honeypot in Bit Form. Our previous article demonstrated to you how you could add hidden fields manually using conditional logic. But now, you can use Honeypot by enabling a simple option from the settings. In this article, we will show you how you can do that.

What is Honeypot & how does it work? 

Honeypot is a security technique that helps an administrator to prevent form submission by a spam bot. With Honeypot, an admin can prevent spamming, which decreases spamming compliance of your website.

Honeypot works by setting up an automatic trap that will catch the hackers when they try to submit a form with a script. It checks if the hidden field is filled up by someone who will be obviously a bot because a real human can not view the field.

How does Honeypot work on Bit Form?

To set up “Honeypot” on Bit Form –

  1. Create a form or select a form you have created before.

  2. Navigate to “Form settings” from the “Settings” option.

  3. Enable the option “Honeypot trap for bot” & save the settings

Honeypot Bit Form

This settings will automatically create some hidden fields that a real human can’t access, but bot will take it as a part of web forms. As it starts to try to fill those fields, it will end up revealings as “Spambots” Whenever bots try to fill those hidden fields & submit the form an error message will be displayed “Trying to submit the form by bot”.

Limit Form Submission Period

Doc: Process of limit the 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.


Bit Form Limit Form Submission Period

Blocked IP list

Doc: Process of blocking IP address

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


Bit Form Blocked IP list

Allowed IP

Doc: Process of allowing IP address

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.


Bit Form Allowed IP

SMTP Configuration

Doc: Process of configuring SMTP

Youtube Tutorial: SMTP 

A new addition to our Bit Form plugin is – SMTP configuration. A lot of site owners face the spam mail problem for using the WordPress default PHP mail function.SMTP is a protocol that helps your WordPress site to make its email deliverability more easygoing & reliable. By enabling this feature you can send mail from your site to your recipients via your preferred mail server.

Watch the video here!

How does SMTP works :

At first, you have to open an account on your desired hosting provider (e.g: MailGun, Gmail, Yahoo, Hotmail, Zoho mail). By opening an account you are authenticating your WordPress site. They will provide you the necessary credentials (e.g.: Encryption type, SMTP port ). You have to put this information when configuring SMTP on your site. Once your site is authenticated you can send mail through your preferred SMTP server. All the email validation work will be done on your specified SMTP server.

 

You don’t have to use different SMTP plug-in or different workflow of SMTP providers. We bring it all in one feature. To access all the mail services you need professional mail addresses. The mail services you can use through this feature:

  1. MailGun SMTP [5,000 free email /per month for 3 months]

  2. Gmail SMTP [6,000 free email/per month]

  3. Hotmail

  4. Yahoo

  5. AWS SES

  6. ZOHO Mail
 

Process of SMTP settings : 

To configure you need to go WordPress Dashboard. Then click to Bit Form. From Bit Form to Settings. Then go to SMTP option.

1.Bit Form SMTP general settings :

➤ Enable  SMTP: Enabling SMTP ‘YES’ you are ready to configure general SMTP settings.

➤ From Email Address: Set the email address from where you want to send mail to recipients.

➤ From Name: Set the name that will be shown to your recipients as the part of ‘Form’ or ‘Sender’

➤ Reply-To Email Address: Set the email address to whom you want to send the mail.

➤SMTP Host: Set the outgoing mail server that you have to choose.(e.g: smtp.gmail.com)

SMTP_Configuration

 

➤ Type of Encryption: Choose the encryption type regarding your hosting server.

➤ SMTP Port: Choose the port to relay your outgoing mail to the SMTP server. Here are all the details :

☆ Mail Gun :

            SMTP Host: smtp.mailgun.org

            Type of Encryption:TLS

            SMTP Port: 587

☆ Gmail :

example:

            SMTP Host: smtp.gmail.com

            Type of Encryption: TLS

            SMTP Port: 587

Note: The mail you use must be professional mail, then it will work to send the mail.

☆ Hotmail :

            SMTP Host : smtp.live.com

            Type of Encryption : TLS

            SMTP Port: 587

☆ Yahoo :

            SMTP Host : smtp.mail.yahoo.com

            Type of Encryption : SSL

            SMTP Port: 465

☆ Zoho :

             SMTP Host : smtp.zoho.com

            Type of Encryption : TSL

            SMTP Port: 587

Note: When configuring Zoho SMTP, you need to provide the entire email address and the correct password for authentication. You may require an Application-specific Password to set up the account in other devices if you’ve enabled Two-Factor Authentication

➤ SMTP authentication: Set the authentication YES always.

➤ SMTP Username & Password: Enter your username & password that you use to login into your mail server.

After clicking the Save Changes’ your SMTP configuration will be finished. Now you are ready for the test to see whether SMTP settings works or not!

2.SMTP Testing :

This testing option will help you to verify that actually, your website can relay outgoing mail to the referred recipients. SMTP testing option consists of :

➤ To Field: Type the email address to whom you want to send the mail.

➤ Subject Field: Include the subject of your message.

➤ Message Field: Write your message to this text field.

 Let’s see an example to clear this out!

  • Let say you open an account on a mail server using your Gmail (e.g.: [email protected]) to send all the emails from your site.

  • Now you want to see what will recipients see when they get your mail. Then set an alternate Gmail([email protected]) in the ‘To’ field & set the subject, message.

  • Clicking on  ‘Send Test’ your mail will relay to the Gmail SMTP server. Gmail will validate the information you have set before(username, password)

When Gmail will validate your mail then the mail will be delivered to [email protected] your mail will be delivered safely to your recipient via the SMTP server.

SMTP_Email_Testing

Form Import & Export

Import & Export form

Doc: Documentation of form import & export

Tutorial: Form import & export

Bit Form comes with an Import & Export Form feature that allows you to migrate your forms to & from multiple WordPress websites. It consumes your time effortlessly as well as within a minute. Read this documentation to know more.

Export Forms:

1. At first, go to your WordPress dashboard, then click on Bit Form.

Dashboard to BitForm

2. Now, choose any form from the list which you want to export from your site.

3. Then click on the menu from the right side of the selected form.

Select the menu

4. Choose “Export” among the actions. By clicking this option, you can only export the form & related other styling & integration, but not the entries related to the selected form.

Select Export

5. A JSON file will e downloaded after clicking the Export option.

Import Forms:

1. Go to another domain where you want to import the form. Then click on Bit Form.

[Note: Make sure that Bit Form is successfully installed on your new domain where you are going to import the form]

2. Now click on the “Create Form“, hover to the (+) icon & you can see the “Import” option. Click on the option.

Create Form 3
Import

3. Then, click on “Choose File” & upload the downloaded JSON file from your computer. Here you have to select the property that you want to import with your form. They are:

⇛ All

⇛ Form Settings

⇛ Confirmations

⇛ Conditional Logic

⇛ Email templates

⇛ Integrations

If you want to import all properties, click on the “All” option.

Choose file property

4. After successful import, you will see the form on the form list.

Watch the full video tutorial here!

Conditional Logic

Doc: Documentation of Conditional Logics

Youtube Tutorial: Conditional Logics

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 :


Bit Form workflow create edit

Record Create : Executes the rule when records are created. It’s doesn’t work for Edit, Delete. See the example below :


Bit Form workflow create

Record Edit : Executes the rule when existing record are modified. It’s doesn’t work for create, delete.


Bit Form workflow edits

 

Record Delete : Executes the rule when certain records are deleted. Only Email Notifications and Webhooks can be associated for such a rule.


Bit Form workflow delete

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

Example: https://www.testpress.bitcode.pro/test/?b-1First_Name=a

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:


Bit Form On Form Load Always

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:


Bit Form On Field Input Condition

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.

Bit Form On Form validate message

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:

  1. Success Message

  2. Redirect URL (does not work on edit)

  3. Web Hook

  4. Email Notification

  5. Integration

      6.Field value update.

See the example below:


Bit Form On Form Submit success message and page redirects

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:


Bit Form workflow condition1.gif min

 

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. 


Bit Form workflow condition1 1.gif min 1

 

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.


Bit Form workflow condition3.gif min

 

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 :


Bit Form Calculations

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.


Calculations via custom valuess

Notice: Bit Form allows only the number field for calculation.

 

Confirmation Message

Error or Success message

Doc: Documentation of Error or Success Messages

 

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.

 


Success message

 

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.


Error message

 

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.

Redirect Page

Doc: Documentation of how to Redirect page

Youtube Tutorial: 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:

 website_url?Key_1=bit_form_field_api_name_1&Key_2=bit_form_field_api_name_2

 **Key_1 and Key_2 = The field api name where you want to use/put the field value from the current form.


BitForm Confirmation for Redirection Page

Webhook

Doc: Documentation of Webhook

Youtube Tutorial: Webhook

While submitting or editing any record you can call a webhook. Following methods are available in webhook:

1. GET

2. POST

3. PUT

4. PATCH

5. OPTION

6. DELETE

7. TRACE

8. CONNECT

You can also pass form value via/with webhook. Please follow the following example:

website_url?key_1=bit_form_field_api_name_1&key_2=bit_form_field_api_name_2

 **Key_1 and Key_2 = The field api name where you want to use/put the value from this form.


BitForm Confirmation for webhook

Email Template

Doc: Documentation of Email Template & Notification

YouTube Tutorial: Email Template & Notification

 

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


BitForm Email Template and Email Notifications

Integration

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 the 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


Bit Form Integration

Pods

Pods Integration With Bit Form

Doc: Documentation of Pods integration with Bit Form

Tutorial: Pods integration with Bit Form

Pods is a content management framework that offers an intuitive alternative to WordPress and other content management systems for building sites. With its integration with the Form Builder plugin, it is easier than ever to create and publish forms in WordPress.

Get more from your Pods admin by integrating it with our advanced form builder Bit Form. This Pods integration makes it possible to create custom post types & custom fields & let us collect data & manage those with Bit Form. The possibilities are endless, and we are sure that you will find this documentation useful.

Create custom post type & fields using Pods :

Here, we will demonstrate an example of ” Car Registration ” to show how this integration will work for Bit Form. Follow the below instructions:

1. For the Pods integration, make sure you have installed the Pods plugin successfully on your WordPress dashboard.

1. Pods Plugin

2. Now navigate to Pods dashboard & click on the button ” Create New” button.

2. Create new

3. On the ‘ Content type ‘ field, click on the drop-down menu & select “Custom Post Type“. Then set the “label”  for singular & plural type as you want. For example, we have set the label as ‘Car‘ & ‘Cars‘ regarding singular & plural level. Then click on “Next Step” to proceed with further settings.

3. Create Post type

4. As we have created “Car ” as a custom post type earlier, we will create some custom fields under the car type.

  • At first, we created a field & labeled it as “Brand“.Then set the field type as “Relationship“. We have set some brand names on the “Custom defined option” field as BMW, Toyota & Nissan. Make the option “Required”. As we have set multiple brand names so from the “Additional field option” we have selected the “Selection Type = Single Select” & “Format = Drop Down“. Save the field settings by clicking “Save field“.  

4. Field1
5. Field1.1

  • The second field we have created is labeled as “Price” & set the field type as “Currency”.

6. Field2

For the “Body style” field, we have set the field type as “Relationship”. Body styles are Sedans & Hatchbacks. From the “Additional field option” we have selected the “Selection Type = Multiple Select” & “Format = Multi-Select”.

7. Field3
8. Field3.1

  • The third field is “Website Link” & set the field type as “Website“.

9. Field4

  • The last field we have created is “Specification,” & the field type is ” Plain Paragraph Text.”

10. Field5

5.  After creating the related field of the custom post type navigate to “Advanced Option” & check the “Author” & “Featured Image” from the “Support” option.

Support

[Note: By checking the  “Featured Image,” user can upload an image directly to the post type they have created]

6.  Now, click on the “Save Pod” button to save all the Pods settings

11. Save Pod

[Note: All the field settings you have to set are related to your custom post type. Here we have shown you some demo field settings]

Create a form using Bit Form:

1. After the Pods field settings, navigate to Bit Form & click on “Create Form“. Then select “Blank form“.

12. Create Form

2. You have to drag & drop “Text” , “Multiline Text” & “Image”  fields for the “Post Type” & “Post Content” & “Featured Image“. These three fields are WordPress by default fields.

4. Here, we have created a form called “Car Registration,” where we have designed it with all the fields related to the custom post type “Car“.

13. Car registration form 1

5. After completing all the field settings, save the form.

Integration Settings:

1.  Follow the path: Settings => Integrations =>  Click on (+) => Click on ‘Pods’. Give a suitable name for the integration.

14. Settings to integration 1
Select Pods Integration

2. Select the Pod type & post status. These two fields are compulsory for the integration settings. Then select the “Author”.

16. Integration name 1

3. Now, you have to map the form fields to the pods field on the “Pods Field Mapping” section. Then map the WordPress default post field with the form fields from the “WP Object Fields Mapping“.

17. Map

4. Save the complete integration setting.

[Note: Make sure Pods field type & Bit Form field type have to be same]

5. After completing the settings, you have to set the conditions when this integration works. Don’t forget to specify the integration name; otherwise, the integration will not work correctly. Here we have set the condition that – every time when records will be created/ edited, on form submission the integration will be triggered.

18. CL

6. Now, whenever a user will submit the data it will be posted as content on the created custom post type option. Admin can edit those data if needed. Also, all the submitted data will be stored on the Form Responses page. Admin can view & manage those data.

19. Responses
20. Responses on post

The Pods Framework integration with Bit Form is a perfect resolution for any site to gather information from the user and to make it visual on the site in a mannered way.

Watch the video tutorial here!

Google Sheet

Doc: Documentation of Bit Form Integration with Google Sheet

Youtube: Bit Form Integration with Google Sheet

In a new addition to our integration section, recently, we have added a new integration with Google Sheet. From now on, you can store all the submitted data to google sheet by Bit Form.

Authorization Settings:

At first, select the name of the form you want to apply the Google Sheet integration; after that, follow the below instructions.

Follow the path:

Settings=> Integrations => Click on (+) => Click on ‘Google Sheet’

Select Google Sheet Integration

A. Integration Name: Set the integration name “Google Sheet API”.

B. Homepage URL: Enter the URL of your website.

C. Authorized Redirect URL: Enter the URL in which Google Sheet will send the authentication code.

D. Client ID & Secret: For client ID & secret you have to visit the Google API console. If you already have any Client ID & secret before then copy this to the field. If you don’t have any then you have to create a new client ID & secret.

To get ID Secret
Credential to Google sheet
Created ID Secret

If you don’t have any then you have to create a new client ID & secret.

To get new Client Id & Client secret information go to Google API CONSOL=> Credentials=>Create Credentials=> OAuth Client ID => Select Application Type=> Give a Client Name => Add home page URL => Add authorized URL.

Register all the information and get your client ID & Secret information from google sheet.

Create credentials 1
Create Credentials 2
Create Credential 3
Create Credential 4

Now give ID & Secret to the fields & click ‘Authorize‘ & you are ready to import all your data from Bit Form to your Google Sheet.

Give Id secret

Integration Settings:

1. Select the specific spreadsheet from the drop-down menu which you have created before on Google Sheet.

2. Then select the worksheet that belongs to the selected spreadsheet.

Spreadsheet WorksheetHeader Row

3. Now specify the header row. By default, the first row of the worksheet is considered as a header row.

Header Row
Name of header row

4. Click on the refresh button.

5. You can now map the Bit form fields with the necessary Google field. You can send custom values on Google Sheet. After mapping the desired fields, click on ‘Next’.

Map

6. To save the integration process click on “Finish & Save”.

7. Now to run this integration you have created, navigate to conditional logic. Conditional logics helps you to trigger integration when it is necessary.

Conditional Logics

8. After clicking update, all the information will be saved & you will be able to see all the submitted data through google sheet. When a form will be submitted, the information will be shown on the sheet.

Test
Show in sheet

9. Also if you edit any data on the responses page, the data will be updated automatically on a google sheet.

Responses update 1
Show in sheet 1

Watch the Video Tutorial here!

Telegram

Telegram Integration With Bit Form

Doc: Documentation of Telegram integration with Bit Form

Tutorial: Telegram Integration With Bit Form

Telegram is a cloud-based messaging solution. You can message anyone who is registered on the Telegram platform. With the help of Telegram integration with Bit Form users can send photos, videos, and any other files to a specific channel in the telegram group. This new feature provides a seamless experience, allowing you to boost your leads with ease.

Authorization Settings:  

1. At first, navigate to the Bit Form dashboard. Choose a form you have created earlier or create a brand-new form for telegram integration.

1. Create Form Bit Form

2. Follow the path: Settings => Integration => Select Telegram.

2. Settings to Integration Bit Form
Select Telegram Integration

3. Give a suitable name for the integration. To get the “API Key“, visit your telegram account. Now, search for “@BotFather“. If you have created a bot before, then just copy the API key & past the key on the “API Key” field on the Bit Form integration page else, create a new one by sending a command “/newbot” to “@BotFather“.

4. Selt integration Name Bit Form
5. Get API key Bit Form
6. Bot API key Bit Form

4. “Authorize” the entire settings.

5. Click on “Next” for further integration settings ahead.

7. Authorize Bit Form

Integration Settings:

1. Click on the drop-down & select the specific chat list you have created earlier on Telegram.

 

8.Chat List Bit Fporm

  • Sometimes you may not find the lists of your telegram account. One thing you can do that – go to your telegram account, then remove the administrator’s bot from that specific list or group & add again the administrator’s bot.
  • To remove the bot & re-add the bot follow the path: Click on your desired list/group/Channel => Go to settings of that list/group/Channel => Administrator => Remove the promoted bot & add again the administrator’s bot

telegram-bot-administration-sett

2. Select the parse_mode method to send text notifications to the specified group or channel. You can use either ‘HTML‘ or ‘Markdown‘ format to send a message.

Parse Mode Bit Form

3. Now, type a message as your preference. You can select “Form Fields” to fetch the user information if you want. Also, you can mention any group or channels from this message field.

9. Message Bit Form

4. You can select the action ‘Attachment‘ right below the ‘Message’ field’. Enabling this action, you can send – Audio, Video, Photo, or Document from Bit Form to Telegram. After this, click on the “Next” option.

10. Action Bit Form

5. To successfully integrate your form with Telegram click the “Finish & Save” button.

11. Finish Save Bit Form

6. Now, you have to set conditional logic to trigger the integration for the submitted data. When you set conditional logic, remember some points – set ‘Action behavior = Always‘ & specify the integration name you have created for Telegram. If you don’t select the integration name properly, then the integration will not work.

12. Conditional Logic Bit Form

7. Now “Update” your form if all the settings are done.

8. You can view the submitted data from the Form Responses of Bit Form also.

13. Input Bit Form
14. Data on Telegram Bit Form
15. Form Responses Bit Form
16. Related Info Bit Form

Now, you can quickly be notified about your user through this Telegram Integration whenever any data is submitted.

Watch the full tutorial here !

Active Campaign

ActiveCampaign Integration

Doc: Documentation Of ActiveCampaign integration with Bit Form

Tutorial: ActiveCampaign integration with Bit Form

Using straight integration with ActiveCampaign, you can now automatically send data via Bit Form to the ‘Contact‘ of ActiveCampaign in a matter of minutes. This integration also allows you to update the data of the contact list direct from Bit Form. Go through this documentation for in-depth details of this integration.

Authorization Settings:

1. At first, select the form name you want to apply the ActiveCampaign integration; after that, follow the below instructions.

Follow the path:

Settings=> Integrations => Click on (+) => Click on ‘ActiveCampaign’

Create Form 2
Settings
Select Active Campaign Integration

2. Integration Name: Set the integration name “ActiveCampaign API”.

Integration Name

3. Access API URL & API key: To get the URL & key :  log in to ActiveCampaign dashboard=> Settings=> Developer=> Get your API URL & Key.You have to copy the API URL & Key from the Active Campaign ‘Developer‘ section & paste the URL & key on the fields of integration settings.

API Key 1

4. Now click ‘Authorize,’ & you are ready to integrate with your ActiveCampaign account.

Authorize 2

Integration Process:

1. After successful authorization, you will find the ‘Map Field’ option. You have to map all the necessary form fields with the related ActiveCampaign field. Here ‘Email‘ field is the default for ActiveCampaign.

default field
Map

2. You can also update the submitted data by enabling the action called ‘ Update ActiveCampaign’. Suppose the user already submitted data under an email address. Again they want to submit data under the same email, if the action is enabled, then the new data will be updated regarding that email address.

Action 1

3. After clicking on ‘Finish & Save‘, the ActiveCampaign integration is ready.

Created integration

4. Now, you have to set conditional logic to trigger the integration for the submitted data. When you set conditional logic, remember some points – set ‘Action behavior = Always’ & specify the integration name you have created for ActiveCampaign. If you don’t select the integration name properly, then the integration will not work.

CL 1

5. After submitting any data, you can see the record both on the ActiveCampaign account & response page of Bit Form.

Input
Data inresponses
API success
Data in Ac

6. When you update any data from the responses page, you can see the update directly on your Active Campaign account and the responses page of Bit Form.

Update 1
Update in responses
Update in AC

Watch the full video here!

Mailchimp

Bit Form Integration With Mailchimp

Doc: Documentation of Bit Form integration with Mailchimp

Tutorial: Bit Form integration with Mailchimp

Building a good email list of your users can help you enrich your brand or company’s marketing strategy. With the direct Bit Form integration with Mailchimp, you can add the contact to the audience list as a subscriber. Go through the documentation about the Mailchimp integration process.

Authorization Process: 

 At first, select the name of the form you have created before or create a new form to apply the Mailchimp integration.

1 Select form

After that, follow the below instructions.

A. Follow the path:

Settings=> Integrations => Click on (+) => Click on ‘Mailchimp’

2.1 Settings to Integration
2.2 Integration to
Select Mailchimp

B. Integration Name: Set the integration name “Mailchimp API“.

C. Homepage URL: Enter the URL of your website.

D. Authorized Redirect URL: Enter the URL in which Mailchimp will send the authentication code.

E. Client ID & Secret: For client ID & secret, you have to visit the Mailchimp API console. If you already have any Client ID & secret before then copy this to the field. If you don’t have any, then you have to create a new client ID & secret.

To get new Client Id & Client secret information go to Mailchimp API CONSOL => Register An App 

API
3.1 Register app

Register all the information. In the ‘App website’ & ‘Redirect URL’ fields you have to give the values of the field of ‘Homepage URL’ & ‘Authorized Redirect URL’ respectively. Now, click on the ‘Create‘ button to get your client ID & Secret information from Mailchimp.

Register
Give Id Secret

Now click ‘Authorize‘ & you are ready to import all your data from Bit Form to your Mailchimp account.

Authorize

Integration Settings:

 1. Select the audience from the drop-down option. You have to create an audience before on your Mailchimp account.

6 Select audience list

2. When you fill-up the audience list field, you will find the ‘Map Field‘ option. You have to map all the necessary form fields with the related Mailchimp field.

7 Map field

3. Also, you can enable the action ‘Add Address Field’ to add the address of the contact. The addresses fields of Mailchimp are fixed – ‘Address’, ‘City’, ‘Zip’ & ‘State’. These fields are required for the Mailchimp audience.

8 Address action
Address Field

4. You can also update the submitted data by enabling the action called ‘ Update Mailchimp‘. Suppose the user already submitted data under an email address. Again they want to submit data under the same email, if the action is enabled then the new data will be updated regarding that email address.

9.1 Click Update action

5. After clicking on ‘Finish & Save‘, the Mailchimp integration is ready.

10 Finish Save

6. Now, you have to set conditional logic to trigger the integration for the submitted data. When you set conditional logic, remember some points – set ‘Action behavior = Always’ & specify the integration name you have created for Mailchimp. If you don’t select the integration name properly, then the integration will not work.

Select Conditional Logic
Select Intrgration

7. After submitting any data, you can see the record both on the Mailchimp account & response page of BitForm.

Submit Data
Data on Mailchimp
Data on responses

8. When you update any data from the responses page, you can see the update directly on your Mailchimp account.

15.1.response update
15.2 response update

Watch the full video here!

MailPoet

MailPoet Integration With Bit Form

Doc: Documentation of MailPoet integration with Bit Form

Tutorial: MailPoet integration with Bit Form

Another integration that eases your email marketing is MailPoet integration via Bit form. When users submit any form, the email of that corresponding user will store in the newsletter list of MailPoet. For more details go through this documentation carefully.

Authorization Process:

1. At first, select the form you want to apply the MailPoet integration. If you don’t have any then create a new one from ‘Create Form’.  After that, follow the below instructions. Follow the path:

Settings => Integrations =>  Click on (+) => Click on ‘MailPoet’.

Create Form
Settings to integration
Select MailPoet

2. Before setting up the integration, you must confirm that the MailPoet plugin is activated on your site. Otherwise, the integration will not work.

3. Now, click on the ‘Authorize‘ button to complete authorization settings.

Authorization

Integration Settings:

1. After completing the authorization process, select the newsletter list that you have created before on MailPoet. By default, the name of the list is “Newsletter Mailing List“. You can select multiple lists from here.

Select List

2. Then you have to map the form fields with MailPoet fields. By default, the field is “Email“. Also, you set any field required on MailPoet it will be automatically displayed on your map settings. You can set multiple fields from map field settings.

Map Fields

3. After clicking ‘Finish & Save‘ you can see the integration you have created now.

FinishSave
MailPoet Integration

4. After completing the settings, you have to set the conditions when this integration works. Don’t forget to specify the integration name; otherwise, the integration will not work correctly. Here we have set the condition that – every time when records will be created/ edited, on form submission the integration will be triggered.

Conditional Logic

5. Now, whenever a user will submit the form it will be added to the corresponding subscriber list of MailPoet. Also can view from form responses of Bit Form

Subscriber List
Responses

6. You can vie every success API of the submitted data from the timeline of related info.

api response

Watch the full video here!

Encharge

Encharge Integration With Bit Form

Doc: Documentation Of Encharge Integration With Bit Form

Tutorial: Encharge Integration With Bit Form

Marketing is an essential part of any business, and online marketing is an integral part of today’s business. Email marketing is an interactive way to create a relationship with your customers. Encharge is a complete automated marketing system that allows you to send personalized emails with dynamic tags. This cloud-based software helps you create behavior-based email campaigns & also can run those campaigns from anywhere.

The Encharge Integration with Bit Form permits you to manage all of your form builder’s data through the Encharge platform. You can create campaigns, activate them, view your statistics, and more. Go through this documentation to know how you will this Encharge integration by following some steps.

Authorization :

1. Navigate to Bit Form dashboard. Select a form that you have created before or create a new one to apply the Encharge integration.

1. Create Form Bit Form 1

2.Now, follow the path : Settings=> Integrations => Click on (+) => Click on ‘Encharge’

2. Settings to integration Bit Form 1
3. Select Integration Bit Form

3. Set a proper integration name according to your choice.

4. Set integration name Bit Form

4. After that, you have to copy the API key from your Encharge account & paste the key on the field. To get the API key, click on Encharge CONSOL=> click on Account icon => Your account.

5. API Console
6. Copy API key Bit Form
7. Paste Authorize Bit Form

5. Now ‘Authorize‘ Bit Form & you are ready to integrate with your Encharge account.

6. Click on ‘ Next‘ to set up the other integration settings ahead.

Integration Settings :

1. After completing the authorization process, you will find the ‘Map Field‘ option. You have to map all the necessary form fields with the related Encharge field. By default “Email” field of Encharge will be available. You can also send custom values by mapping your required field.

8. Map Bit form

2. After clicking on ‘Finish & Save‘, the Encharge integration is ready.

9. Finish Save Bit Form

3. Now, you have to set conditional logic to trigger the integration for the submitted data. When you set conditional logic, remember some points – set ‘Action behavior = Always’ & specify the integration name you have created for Encharge. If you don’t select the integration name properly, then the integration will not work.

11. CL Bit Form

4. After submitting any data, you can see the record both on the Encharge account & response page of BitForm. 

12. Input Bit Form
13. Data in response Bit Form
14. Encharge API Bit Form
15. Data on Encharge Bit Form

Watch the tutorial here!

Sendinblue

Sendinblue Integration With Bit Form

Doc: Documentation of Sendinblue integration with Bit Form

Tutorial: Sendinblue integration with Bit Form

From now on you can list the email of your user as a ‘Contact‘ through the Sendinblue integration process. It helps you to conduct any email marketing of your business or company easily. For in-depth details go through this documentation.

Authorization Process:   

1. At first, select the form name you want to apply the Sendinblue integration; after that, follow the below instructions.

Follow the path:

Settings=> Integrations => Click on (+) => Click on ‘Sendinblue’

Create Form 1
Settings to integration 1
Select Integration

2. Integration Name: Set the integration name “Sendinblue API”.

3. API key: You have to copy the key from the Sendinblue dashboard & paste the key on the field. If you don’t have any create a new one. To get a new API key, go to Sendinblue API CONSOL=> SMTP & API=> Create a new API key. Register all the information and get your API key.

Console
API key

Now click ‘Authorize‘ & you are ready to integrate with your Sendinblue account.

Authorize 1

Integration Process:

1. Select the list from the drop-down option. You have to create a list on the Sendinblue dashboard & that will show on the drop-down list

List

2. When you fill-up the audience list field, you will find the ‘Map Field‘ option. You have to map all the necessary form fields with the related Sendinblue field.

3. The addresses fields of Sendinblue are fixed – ‘Email’, ‘Last Name’, ‘First Name’ & ‘SMS’. These fields are required for the Sendinblue audience.

Map Field

4. You can also update the submitted data by enabling the action called ‘ Update Sendinblue‘. Suppose the user already submitted data under an email address. Again they want to submit data under the same email, if the action is enabled then the new data will be updated regarding that email address.

Action

5. After clicking on ‘Finish & Save‘, the Sendinblue integration is ready.

6. Now, you have to set conditional logic to trigger the integration for the submitted data. When you set conditional logic, remember some points – set ‘Action behavior = Always’ & specify the integration name you have created for Sendinblue . If you don’t select the integration name properly, then the integration will not work.

CL

7. After submitting any data, you can see the record both on the Sendinblue account & response page of BitForm.

Databsubmission
Data on Sendinblue 1
Data on responses 1

8. When you update any data from the responses page, you can see the update directly on your Sendinblue account as well as the responses page.

Update
Update i sendinblue

Watch the full tutorial here!

Fluent CRM

Fluent CRM Integration With Bit Form

Doc: Documentation Of Fluent CRM Integration With Bit Form

Tutorial: Fluent CRM Integration With Bit Form

Managing your leads from your website in an effective way is essential to growing your business. Fluent CRM is a powerful email marketing tool that can help you make your website visitors active leads. Bit Form integration with Bit Form allows you to capture leads from your website and automatically import them to your CRM, where you can nurture them until they become sales-ready.

 Integration Settings:

1.Before setting up the integration, you must confirm that the Fluent CRM plugin is activated on your site. Otherwise, the integration will not work.

1 Fluent CRM Bit Form

2. At first, select the form you want to apply the Fluent CRM integration. If you don’t have any, then create a new one from ‘Create Form‘.  After that, follow the below instructions. Follow the path:

Settings => Integrations =>  Click on (+) => Click on ‘Fluent CRM’.

2 Create Form Bit Form
3 Settings to integration Bit Form
4 Click on Bit Form
5 Select Fluent CRM Bit Form

3. Give a suitable name of the integration & Click on the ” Connect to Fluent CRM ” button.

6 Connect with Fluent CRM Bit Form

4. Now, click on the ‘Next’ button to move forward for further settings.

7 Connected Bit Form

5. Select the Fluent CRM list on the “Fluent CRM” field that you have created before on your CRM account. All your subscribers will be listed under this list.

6. You can select multiple tags for the list on the ‘Fluent CRM Tags‘ field. You have to create them earlier on the CRM. Tags will help you to search the list & leads easily.

7. Then, you have to map the form fields with Fluent CRM fields. By default, the field is “Email“.  You can select multiple fields from map field settings.

8 Set Credentials Bit Form

8. There are two actions available you can trigger if you need any of them-

Skip exist contact: Enabling this option, you can skip duplicate email submission of the subscriber.

Double Opt-in: If this action is enabled, then the user will get a notification if they want to be a subscriber or not.

9. At last, click on “Finish & Save” to successfully save this integration.

9 Finish Save Bit Form
10 Created integration Bit Form

10. After completing the settings, you have to set the conditions when this integration works. Don’t forget to specify the integration name; otherwise, the integration will not work correctly. Here we have set the condition that – every time when records will be created/ edited, on form submission the integration will be triggered.

11 Set Conditional logic Bit Form

11. Now, whenever a user will submit the form it will be added to the corresponding subscriber list of Fluent CRM. Here we have attached some related pictures that how this integration transfer submitted data to Fluent CRM.

13 Input Bit Form
14 Responses Bit Form
15 Related Info Bit Form
16 Submission on Fluent CRM Bit Form

Custom Post Type(CPT)

Custom Post Type (CPT)

Doc: Documentation of Bit Form integration with CPT

Tutorial: Bit Form integration with CPT

Sometimes, it is difficult for WordPress default post types to satisfy all the website owner’s requirements regarding the content management system. Here comes Custom post type(CPT) handy. CPT allows you to create ‘post_types’ beyond traditional WordPress ‘post_types'(Post, Page, Attachment, Revision, Navigation Menu, Custom, ChangeSets).  CPT makes your website truly a ‘Content Management System.’

Custom Field type is simply types of content that you can customize according to your website’s requirements. CPT is a new edition of our Bit Form integration section. Also, Bit Form users don’t have to install other CPT plugins as we are providing a built-in Custom Post Type option. You just have to create a custom post type & Bit Form will automatically create a post regarding that particular post type after successful form submission. It is one step easier for our users to manage their website content in a specific way they want.

Bit Form Integration with CPT:

Process of creating new Custom Post Type: 

To integrate Bit Form with CPT, you have to create a new custom post type according to your requirement.   

Follow the path: Choose Bit Form from dashboard => Settings => CPT => Add New Post Type

Setttings to Custom Post Type (CPT)
Add Post Type

1. Enter the customize slug of your post.

2. Give a singular label of your post.

3. Then give a menu name displayed on the left side of your WordPress dashboard when you will create CPT.

4. Select the icon of the menu from ‘Dashicon class name’.

Select icon

5.Select some actions as your preference. By default, all will be selected.

6. Click on ‘Add Post Type‘. After refreshing the page, you can view the newly created CPT.

Click on Add Post Type
See the new job post

Integration Settings:

1. Select the form on which you want to apply integration.

2. Go to Settings => Integration => Click on ‘+’. Then select ‘CPT‘ as integration.

Settings to Integration

3. Now give the data of ‘ Post type‘, ‘Post status‘, ‘Comment status‘. And later map all the required form fields with necessary post fields. WordPress default post fields are – ‘Post Title‘, ‘Post Name‘, ‘Post Excert‘, ‘Post Content‘. You can only map these fields with form fields. Then click on save.

Integration Details

4. Go to conditional logic and set the logic that when the actions will be triggered. Don’t forget to click on the action ‘Integration‘. Otherwise conditional logic will not work properly.

Conditional Logic
Conditional Logic Details

5. Now, when you will submit job-related data through the form, you can view them from the created CPT.

Enter Data
View Data from list

6. If you select a draft from post status, your post will be drafted. After selecting ‘Public‘, the post will be viewed by all your user.

job Publish

7. You can also edit data from the responses page. If you edit any data from the responses page, the value will be automatically updated on the post.

Responses
Edit from responses

Watch the full video tutorial here!

reCAPTCHA V3

How to set up reCAPTCHA V3 on BitForm

Doc: Documentation of reCAPTCHA V3 configuration

Tutorial: Configuration of reCAPTCHA V3

Google’s popular anti-spam service, Google reCAPTCHA, has been updated to v3, making it easier for humans to use while protecting against bots more effectively than ever. The new Re captcha v3 works differently from the older version. It no longer relies on the 2D images displayed in an annoying box but instead, based on some factors like the user’s IP address & other previous interaction on the browser, it determines whether it’s human or bot.

Authorize your site: .

⇛ Follow the path: App Settings => reCAPTCHA => reCaptchav3 => Google reCAPTCHA Admin.

App Settings Bit Form

⇛ After navigating to the admin dashboard, select the (+) icon to configure your WordPress site.

reCAPTCH Admin Bit Form

⇛ Now set a “Label” to identify it later. Example: Bit Form reCAPTCHA V3. Select the reCAPTCH V3 as reCAPTCH type.

Register site1 Bit Form

⇛ Then copy the domain name from Bit Form & paste it on the “Domains” field of the admin dashboard of Google reCAPTCHA. Select the terms of service & press the “Submit” button to continue.

Copy Domain URL Bit Form
Submit Bit Form

⇛ Now, copy the Site key & Secret key, then paste these on the related fields of Bit Form. Save the whole configuration & you are done with registering your website!

Copy Site Secret key Bit Form
Paste key Bit Form

 Configure reCAPTCHA V3 on Bit Form:

⇛ After finishing reCAPTCHA V3 setting, create a new form or select an existing form to set up reCAPTCHA to see how it works.

Create Form Bit Form

⇛ To set reCAPTCHA on the form, follow the path: Settings => Form Settings => Enable reCAPTCHA V3 .

[Note:  reCAPTCHA V2 & V3 don’t work together. Suppose you enable reCAPTCHA V2 from form field than Bit Form doesn’t allow you to use Version 3 at the same time].

Form Settings

⇛ Now copy the shortcode of the created form & paste it on any page as your preference. Go to the front end of the page & if you see the reCAPTCHA badge at the right bottom of the page, then the configuration is success full.

[Note: The reCAPTCHA V3 will work only on the page where you will configure it]

See reCAPTCHA badge Bit Form

⇛ If you want, you can hide the reCAPTCHA badge by toggle the option “Hide ReCaptcha badge” from settings.

Hide badge Bit Form

⇛ From the “Advanced Settings” option, you have to set the “Tolerance level” which we can denote as a threshold value. The tolerance score is divided by – Low (0.3), Medium (0.6) & High (0.9). Basically, reCAPTCHA sends a score that helps to detect spam bot. When the score sent by reCAPTCHA is less than the tolerance score, you set earlier, the submission will be considered as spamming & there will be shown an error message. You can edit the score message option. As much as the tolerance level number gets closer to 1 reCAPTCHA will identify the activity as “Human Activity“. Now update the form.

Advanced Settings

Hence your website will be protected from unwanted form submission by a spam bot!

Watch the full tutorial here!

Zapier

Zapier Integration With Bit Form

Doc: Documentation of  Zapier Integration With Bit Form

Tutorial: Zapier Integration With Bit Form

Zapier is a web-based automation tool that allows you to connect different web applications and services. Bit Form allows you to create online forms for your website and receive real-time webhooks on successful form submission. With Zapier you can trigger a Zap from the submission of a form on your website, and once you do that, you can choose which of your connected applications or services you want to get notified about.

Integration Settings:

1. At first, select any existing form or create any form to use the Zapier webhook integration.

1 Select Form Bit Form

2. Follow the path: Settings => Integration => Select Zapier. Give a suitable name for the integration.

2 Settings to integration Bit Form
Select Zapier Integration
4 Set Integration Name Bit Form 2

3. Now, go to Zapier dashboard & click on  ‘Make A Zap‘.

5 Zapier Dashboard Bit Form

4. Search & select webhook. You have to configure the webhook to connect with Bit Form.

6 Search WebHook Bit Form

5. Click on “Catch Hook“, then press the ‘Continue’ button.

7 Trigger event Bit Form
8 Set event Bit Form

6. To connect Zapier with Bit Form, copy the generated URL & you have to copy that link & paste it on the “Link” field on the Bit Form integration settings page. Now set the method option. Then add URL parameter as key & value pair. In the parameter option, select the form field name to send data.

9 Copy URL Bit Form
10. Paste URL Bit Form
11. URL Parameter Bit Form

6. Now, click on “Test Webhook” to test if the webhook is connected to Zapier or not. If the connection is successful, you will see “webhook executed successfully” on Bit Form. Also, click on the “Test trigger” option on the Zapier. If the test is successful you can view the parameters sent by Bit Form. Now click on “Continue” for the further integration process.

12. Test Webhook on Bit Form Bit Form
13. Test trigger on Zapier Bit Form
14. Fetched Fields Bit Form

Connecting Apps: 

1. After a successful configuration, add the app you want to integrate with Bit Form. For example – we have chosen Google Sheet.

15. Select Event Bit Form

2. Set any action that will be performed on the sheet & configure it.

16. Set Action Bit Form

3. Choose your Gmail account to perform the action. After that, select the spreadsheet & worksheet name you have already created on your google sheets account.

4.After giving the spreadsheet & worksheet name, click on the ‘refreshing fields“. You can view the fields here. On the fields select the column name you have created earlier on google sheets.

17. Select Gmail Bit Form
18. Set Up action Bit Form

5. Click on “Test & Continue” to see if the integration is properly done. If the Bit Form field keys are visible on the worksheet then the integration is successful you can say.

19. Test Continue Bit Form
20. Field key name on Sheet

6.  Now save the full integration on the Bit Form integration setting page.

21. Finish Save Bit Form
22. Created Integration

7. You have to remember that how many integration you have created on BitForm. For the multiple integration, you have to set conditions logics to run integration properly. Select your desired integration and test them on Bit Form.

23. Set Conditional Logic Bit Form
24. Input
25. Submission on responses Bit Form
26. Submission on sheet Bit Form

Watch the full tutorial here!

Pabbly

Pabbly Integration With Bit Form

Doc: Documentation of Pabbly integration with Bit Form

Tutorial: Pabbly Integration With Bit Form

Forms are essential to any website. They are the gateways to information that is required to be collected from the user. Pabbly is an open-source tool for web application workflow automation, integrated with popular apps. Using Bit Form integration with pabbly you can transfer Bit Form submission data to the 3rd party apps creating a workflow in a matter of time.

Integration Settings:  

1. At first, select any existing form or create any form to use the webhook integration.

1 Create Form Bit Form

2. Follow the path: Settings => Integration => Select Pabbly. Give a suitable name for the integration.

2 Integration to Settings Bit Form
3 Select Integration Bit Form
4 Set Integration Name Bit Form

3. Now, go to Pabbly dashboard & click on  ‘Create Workflow‘ & create your workflow by setting a suitable name.

5 Pabbly Dashboard Bit Form
6 Set Workflow name Bit Form

4. Search & select webhook. You have to configure the webhook to connect with Bit Form.

7 Search webhook copy url Bit Form

5. Pabbly will automatically generate a URL & you have to copy that link & paste it on the “Link” field on the Bit Form integration settings page. Now set the method option. Then add URL parameter as key & value pair. In the parameter option, select the form field name to send data.

8 Paste URL URL parameter Bit Form

6. Now, click on “Capture Webhook Response” on Pabbly to test if the Bit Form is connected or not. Also, test the webhook on Bit Form.  If the connection is successful, you will see “Webhook executed successfully“. You can see the mapped form fields on the Pabbly dashboard.

9 Capture Webhook Response Bit Form
10 Test Webhook Bit Form

Connecting Apps: 

1. After a successful configuration, add the app you want to integrate with Bit Form. For example – we have chosen Google Sheet.

2. Select the action event that will be performed on the sheet & configure it.

11 Choose App Action event Bit Form

3. Select the spreadsheet & worksheet name you have already created on your google sheet account. In the value section, select the key value name you have made on Bit Form.

12 Select Existing Google sheet Bit Form
13 Set credentials Bit Form

4. Click on the “Save” to activate the workflow & ensure the workflow status is on. Now save the full integration on the Bit Form integration setting page.

14 Enable Workflow status on Bit Form

5. However, you have to remember that how many integrations you have created on BitForm. For the multiple integrations, you have to set conditions logic to run integration properly. Please select your desired integration and test them on Bit Form.

15 Finish Save Bit Form
16 Created Workflow Bit Form
17 Conditional logic Bit Form

6. Now, when the user will submit any form via Bit Form it will be stored on the responses page as well as the google sheet you have selected.

18 Input Bit Form
19 Responses Bit Form
20 Google Sheet Bit Form

Integromat

Integromat Integration With Bit Form

Doc: Documentation of Integromat integration with Bit Form

Tutorial: Integromat integration with Bit Form

Integromat is the 3rd party app that allows Bit Form to connect with different kinds of apps to transfer data in no matter of time. Creating a new scenario, you are capable of controlling the entire workflow. You have to configure Integromat with Bit Form & the rest of the work will be done when any submission occurs.

 Connecting Apps:  

1. At first, select any existing form or create any form to use the webhook integration.

1 Select Form Bit Form

2. Follow the path: Settings => Integration => Select Integromat. Then set the related name of integration.

Select Integromat integration
3 Integration Name Bit Form

3. Now, go to Integromat dashboard & click on  ‘Create a new scenario‘.

4 Create Scenario Bit Form

4. Search & select webhook. You have to configure the webhook to connect with Bit Form.

5 Search Webhook Bit Form

5. Click on “Custom webhook“, then press the ‘Add’ button. Now give your webhook a related name. After clicking ‘Save‘, Integromate will automatically generate a URL. & you have to copy that link & paste it on the “Link” field on the integration settings page. Now set the method option. Then add URL parameter as key & value pair. In the parameter option, select the form field name to send data.

6 Create Custom Webhook Bit Form
7 Add Webhook Bit Form
8 Webhook name Bit Form
9 Copy URL Bit Form
10 Paste URL Bit Form

6. Now, click on “Test Webhook” to test if the webhook is connected to Integromat or not. If the connection is successful, you will see “webhook executed successfully” on Bit Form. Also can view “Successfully determined” on the Integromat page

11 Test Webhook Bit Form 1
12.1 Successfull Bit Form

 Connecting Apps:  

1. After a successful configuration, add the module you want to integrate with Bit Form. For example – we have chosen Google Sheet.

13 Search another module Bit Form

2. Set any action that will be performed on the sheet & configure it. Select the spreadsheet & sheet name you have already created on your google sheet account.

14 Google sheet Bit Form
15 Select SpreadSheet Bit Form

3. In the value section, select the column name you have created earlier on google sheets.

16 Set Parameters Bit Form

4. Click on the “Run once” to activate the webhooks. Also, click on the “Update” button on the Integration settings page of Bit Form to save the integration. Then click on the “Finish & Save” button.

12.2 Finish Save Bit Form 1

5. However, you have to remember that how many webhooks you have created on Bit Form. For the multiple webhooks, you have to set conditions logic to run webhooks properly. Select your desired webhook and test them on Bit Form.

Condirional logic Bit Form

6. Now, you are ready to transfer Bit Form data to google sheets via Integromat integration.

17 Input Bit Form
18

Integrately

Integrately Integration With Bit Form

Doc: Documentation of Integrately integration with Bit Form

Tutorial: Integrately integration with Bit Form

Bit Form allows you to connect the form with other applications through a third party app called Integrately. It helps our Bit Form users to integrate with multiple apps & control the workflow in just one click.

Integration Settings:  

1. At first, select any existing form or create any form to use the webhook integration.

1 Select Form Bit Form 1

2. Follow the path: Settings => Integration => Select Integrately. Then set the related name of integration.

2 Settings to integration Bit Form
3 Select Integrately Bit Form
4 Integration name Bit Form

3. Now, go to Integrately dashboard. Then search for webhook & select it to create a new connection.

5 Search Select webhook Bit Form

4. Again search for the app in which you want to send the Bit Form data. Here we have selected “Google Sheet” to send data through Integrately webhook.

6 Select App Bit Form

5. After selection you can see a automated connection created by integrately. Moreover, you can set other automation as your preference. In this video we have choose the default automation.

7 Default Automation Bit Form
8

6. In the next step, click on “Add Connection” to connect the webhook with Bit Form.  Integrately will automatically generate a URL. & you have to copy that link. Paste it on the “Link” field on the integration settings page. Now set the method option. Then add URL parameter as key & value pair. In the parameter option, select the form field name to send data.

9 Add Connection Bit Form
10 Copy URL Bit Form
11 Paste URL Set Parameters Bit Form

7. Now, click on “Test Webhook” to test if the webhook is connected with Bit Form. If the connection is successful, you will see “Webhook executed successfully“.

12 Test Webhook from Bit Form Bit Form

8.After success full execution, go to Integrately dashboard & test the connection you have set earlier on Bit Form. If the connection is ok you can see the input requirements.

13 Test Connection on Integrately Bit Form

Connecting Apps: 

1. After a successful configuration, connect to your google account to send data to google sheet .

15 Connect the google sheet Bit Form

2. Select the spreadsheet & sheet name you have already created on your google sheet account.

16 Connect the Spreadsheet Bit Form
17 Set the Fields of sheet Bit Form

3. Click on “Test & Go Live” to activate the workflow. Update the settings on Bit Form to activate the workflow.

4. However, you have to remember that how many webhooks you have created on BitForm. For the multiple webhooks, you have to set conditions to run webhooks properly. Select your desired webhooks and test them on Bit Form.

20 Set Conditional logic Bit Form

5. Now, you are ready to transfer Bit Form data to google sheets via Integromate integration.

21 Input on page Bit Form
22 Output on sheet Bit Form

Zoho Flow

Zoho Flow Integration With Bit Form

Doc: Documentation of  Zoho Flow Integration With Bit Form

Tutorial: Zoho Flow integration with Bit Form

 

Zoho is one of the best and most used web applications for business. Zoho Flow integration on form builder application is used to collect information or data from people or customers. The process starts by creating a new flow in Zoho flow, which will consist of different steps. Using this integration you can easily integrate with any web service out there. This documentation gives a quick overview of how to integrate Zoho flow with form builder.

Integration Settings:  

1. At first, select any existing form or create any form to use the webhook integration.

1 Create Form Bit Form 1

2. Follow the path: Settings => Integration => Select Zoho Flow. Then set a suitable name of the integration.

2 Integration to Settings Bit Form 1
3 Select Zoho Flow Bit Form
4 Set Integration name Bit Form 1

3. Now, go to the Zoho Flow dashboard & click on the ‘ +(Create Flow)‘ option. Give a related “Name” & “Description” to create a flow.

5 Zoho Flow dashboard Bit Form
6 Set flow name Bit Form

4. After creating a new flow, you have to configure the webhook to connect with Bit Form.

7 Configure Webhook Bit Form

5. You have to choose the format “Form Data“. Now copy the auto-generated URL to connect Bit Form with Zoho Flow and paste it on the “Link” field on the integration settings page. Now set the method option. Then add URL parameter as key & value pair. In the parameter option, select the form field name to send data.

8 Copy URL Bit Form
9 Paste URL Set parameters Bit Form

6. Now, test the webhook on both the Zoho flow & Bit Form integration settings page to see if the webhook is connected or not. If the connection is successful, you will see “webhook executed successfully” on Bit Form and you will see the created field names on Zoho flow. See the attached pictures below.

10 Click Next Bit Form
11 Test Bit Form
12 Test Webhook Bit Form
13 Payload Bit Form

Connecting Apps: 

1. After a successful configuration, add the module you want to integrate with Bit Form. For example – we have chosen Google Sheet.

14 Search google sheet set action Bit Form

2. Select any action by drag & drop that will be performed on the sheet & configure it. Select the spreadsheet & sheet name you have already created on your google sheet account.  

3. Select the value field you have fetched from Bit Form using the webhook & click on the “Done” option.

15 Set Credentials Bit Form

4. After finishing the settings on Zoho Flow, go back to your Bit Form integration settings page & click on “Finish & Save“.

12 Test Webhook Bit Form 1
17 Next Bit Form
19 Created integration

5. However, you have to remember that how many integration you have created on BitForm. For the multiple integration, you have to set conditions logic to run them properly. Select your desired webhooks and test them on Bit Form.

20 Conditional logic Bit Form

6. Now, you are ready to transfer Bit Form data to google sheets via Zoho Flow integration. After a submission user can view the data both on responses of Bit Form & Google Sheet.

21 Input Bit Form
22 Responses Bit Form
23 Google sheet Bit Form

Zoho Analytics

Doc: Documentation of Integration with Zoho Analytics

YouTube Tutorial: Integration With 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.

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 Analytics if you don’t have any form please create a new form. Please follow the screenshots below:


create form

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:


3IHomepage


3analytics-integration

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


Bit form Integration api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


Bit form api-console-client-details

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


Zoho CRM and WordPress form builder integration client secret


9authorization 1

Notice: Zoho Analytics only works with the main admin owner(Super admin) of the Zoho analytics account. For Zoho Analytics update criteria, follow this link: https://www.zoho.com/analytics/api/#applying-filter-criteria

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**


Bit Form to Zoho analytics field select

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.


Bit Form to Zoho analytics without criteria warning message

You can update Zoho Analytics records via using criteria.
Watch video
WordPress form builder with Zoho analytics

 

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.


11update row

In the end, create a Workflow for triggering the integration. Select the integration which you created before.


12workflow 3

Zoho CRM

Doc: Documentation of Integration with Zoho CRM

YouTube Tutorial: Integration with 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.

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 Analytics if you don’t have any form please create a new form. Please follow the screenshots below:


create form

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:


3IHomepage


Zoho CRM integration with WordPress

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

CRM 1

5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


Bit form api-console-client-details


Bit form Integration

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


10integration setup


9Authorization


Map all the mandatory CRM fields to the corresponding fields in your form.


11Fieldmap

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.




15fileUpload

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

14relatedList

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

16workflow 1

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

17attachment 1

3. Approval: Select this option to automatically send form data to your Zoho CRM approval list instead of adding them.
Watch video

18approval 1

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.


19blueprint 1

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.

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20upsert 1

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.

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22assignment 1

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.
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22tag 1

8. Record Owner: Select this option you can set a record owner of the sent record.
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23recordOwner

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.

 

s no

CRM

Field

 

Supported Form Fields

1

Single Line

Text, Multi-Line Text, Email, Website, Dropdown, Radio, Checkbox, Number, Decimal, Date, Time, Date-Time.

2

Multi Line

Text, Multi-Line Text, Email, Website, Dropdown, Radio, Checkbox, Number, Decimal, Date, Time, Date-Time.

3

Email

Text, Email

4

Phone

Text

5

Pick List

Single Line, Dropdown, Radio

6

Multi Select

Checkbox

7

Date

Date

8

Date-Time

Date-Time

9

Number

Number

14

Checkbox

Checkbox

15

URL

Single Line, Website

 

In the end, create a Workflow for triggering the integration. Select the integration which you created before.


Bit Form to Zoho CRM workflow

Zoho Recruit

Doc: Documentation of Integration with Zoho Recruit

YouTube Tutorial: Integration with 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.

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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:


create form

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:


3IHomepage


Zoho Recruit integration with WordPress

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

Recruit

5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


14Client Details

A Client ID and a Client Secret will be generate. Then go to Client Secret tab.


15Client Secret

Then copy the Client ID and Client Secret and paste them 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.


Bit Form to Zoho Recruit Authorize


16Accept


5Bit Form to Zoho Recruit Authorization

 

Select the required Recruit module from the dropdown.

 

17Module

 

Map all the mandatory Recruit fields to the corresponding fields in your form.


6Field Mapping

 

If you use File Upload field should to map this separately.


7File Upload

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 (+).
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8RelatedList

Actions:

1.Workflow: Select this option to trigger the Zoho Recruit workflow for the selected module. If you didn’t select this option Zoho Recruit workflow for the selected module doesn’t work.

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9Workflow

2.Approval: Select this option to automatically send form data to your Zoho Recruit approval list instead of adding them.
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10Approval

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.
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11Upsert

4. Record Owner: 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 it here.

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Bit Form to Zoho Recruit integration owner id

 

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.

 

s no

Reruit

Field

 

Supported Form Fields

1

Single Line

Text, Multi-Line Text, Email, Website, Dropdown, Radio, Checkbox, Number, Decimal, Date, Time, Date-Time.

2

Multi Line

Text, Multi-Line Text, Email, Website, Dropdown, Radio, Checkbox, Number, Decimal, Date, Time, Date-Time.

3

Email

Text, Email

4

Phone

Text

5

Pick List

Single Line, Dropdown, Radio

6

Multi Select

Checkbox

7

Date

Date

8

Date-Time

Date-Time

9

Number

Number

14

Checkbox

Checkbox

15

URL

Single Line, Website

In the end, create a Workflow for triggering the integration. Select the integration which you created before.


Zoho CRM and WordPress Integration plugin

Zoho Workdrive

Doc: Documentation of Integration with Zoho Workdrive

YouTube Tutorial: Integration with Zoho Workdrive

Using Zoho Workdrive integration with WordPress form builder, you can create a folder and send attachments in Zoho Work drive. You can easily integrate without any coding. This Documentation goes through the configuration process.

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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 Work drive. If you don’t have any form please create a new form. Please follow the screenshots below:


create form

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:


3IHomepage


Zoho WorkDrive integration with WordPress

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 :


Bit Form to Zoho Workdrive api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


14Client Details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.


Bit Form to Zoho Workdrive client secret

Then copy the Client ID and Client Secret and paste them 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.


Bit Form to Zoho Workdrive integration homepage


Bit Form to Zoho Workdrive accept


Bit Form to Zoho Workdrive field value

Select the required Team and Folder from the dropdown. There are My Folder” is the personal folder and General is the team folder.

Bit Form to Zoho Workdrive select folder

1. Create New Folder: To create a folder in Zoho Workdrive you have to define the folder name in Create New Folder Actions.


Bit Form to Zoho Workdrive new folder 1

You can also create folder in Workdrive via field value. For this, you have to select the field from the dropdown.


Bit Form to Zoho Workdrive field value

You can add a random number with the folder name by selecting the Add Random Number option.


Bit Form to Zoho Workdrive add random number

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. 

 


Bit Form to Zoho Workdrive create newfolder

You can also send an email notification to the selected user about the folder created by selecting the Send Email Notification option.

Bit Form to Zoho Workdrive send mail

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

Bit Form to Zoho Workdrive Create folder default

2.Upload Files: You can send Attachments in Workdrive. For this, you have to select this file upload field that 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.

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  • 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.

Bit Form to Zoho Workdrive select attachmen

You can also send an email notification to the selected user about the folder create by selecting the Send Email Notification option.

Bit Form to Zoho Workdrive send mail

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.


Bit Form to Zoho Workdrive workflow

Zoho Desk

Doc: Documentation of Integration with Zoho Desk

YouTube Tutorial: Integration with 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. 

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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:


create form

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:


3IHomepage


Zoho Desk integration with WordPress

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


2Bit Form to Zoho Desk api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


14Client Details

A Client ID and a Client Secret will be generated.Then go to the Client Secret tab.


3Bit Form to Zoho Desk client secret

Then copy the Client ID and Client Secret and paste them 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


Bit Form to Zoho Desk integration homepage


5Bit Form to Zoho Desk accept


6Bit Form to Zoho Desk authorizations

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.

Bit Form to Zoho desk map field

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.


Bit Form to Zoho desk map extra field

Actions :

1.Ticket Owner: Ticket Owner is mandatory in Zoho Desk. You have to select the Ticket Owner from actions.

Bit Form to Zoho desk ticke owner
2. Product Name: You can product-wise assign ticket in Zoho Desk. For this, you have to select the Product Name from the actions.
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Bit Form to Zoho desk product name

3. Attachment: To send an attachment to the Zoho Desk you have to select the required file upload field from actions.

Bit Form to Zoho desk attachment

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.


Bit Form to Zoho desk workflow

Zoho Campaign

Doc: Documentation of Integration with Zoho Campaign

YouTube Tutorial: Integration with 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:


create form

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:


3IHomepage


Zoho Campaign integration with WordPress

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

Campaign

5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


14Client Details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.


Bit Form to Zoho Campaign client secret

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


Bit Form to Zoho Campaign integration homepage


Bit form to zoho campaing authorization

Select the required contact List and the mandatory field from the dropdown.

 

Bit Form to Zoho Campaing map field

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.


Bit Form to Campaign map extra field

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.

 


Zoho Campaign sign up disabled

In the end, create a Workflow for triggering the integration. Select the integration which you created before.


Bit form Integration

Zoho Mail

Doc: Documentation of Integration with Zoho Mail

YouTube Tutorial: Integration with 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:


create form

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:


3IHomepage


Zoho Mail integration with WordPressZoho Mail integration with WordPress

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


2Bit Form to Zoho Mail api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


3Bit Form to Zoho Mail client details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.


4Bit Form to Zoho Mail client secret

Then copy the Client ID and Client Secret and paste them 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.


5Bit Form to Zoho Mail integration homepage


6Bit Form to Zoho Mail accept


7Bit Form to Zoho Mail authorization

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.


8Bit Form to Zoho Mail type select

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 them. 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:


Bit Form to Zoho mail send email

 

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.


Bit Form to Zoho mail workflow

Zoho Project

Doc: Documentation of Integration with Zoho Project

YouTube Channel: Bit Form Integration with 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:


create form

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:


3IHomepage


Zoho Project integration with WordPress

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


2Bit Form to Zoho Project api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


3Bit Form to Zoho Project client details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.


4Bit Form to Zoho Project client secret

Then copy the Client ID and Client Secret and paste them 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.


5Bit Form to Zoho Project integration homepage


6Bit Form to Zoho Project select


7Bit Form to Zoho Project integration authorization

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.  


Bit Form to Zoho project field map

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 Private and the other one is Public. Set the project access to Private if 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 External and 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 Project actions.

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-> 
  1. Select Date: 
  2. Billing Status:
  3. Enter Hours:
  4. Set Start & End Time:
  5. User:
  6. 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.
  1. Daily: The reminder mail will be sent to task owners daily till the due date.
  2. On due date:A reminder mail will be sent to the specified users on or before the due date.
  3. 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 External and the other is Internal. When you select External if 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 an issue Flag for your milestone. There are two types of issue flag. One is External and 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.


Bit Form to Zoho project workflow

Zoho Sheet

Doc: Documentation of Integration with Zoho Sheet

YouTube Channel: Bit Form Integration with 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:


create form

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:


3IHomepage


Zoho Sheet integration with WordPress

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


2Bit Form to Zoho Sheet api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


3Bit Form to Zoho Sheet client details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.


4Bit Form to Zoho Sheet client secret

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.


5Bit Form to Zoho Sheet integration homepage


6Bit Form to Zoho Sheet accept


7Bit Form to Zoho Sheet authorizations

Select the all required (Workbook, Worksheet, Header Row) from the dropdown.


Bit Form to Zoho Sheet workbook map

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.

 


Bit Form to Zoho Sheet fields map

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.

Bit Form to Zoho Sheet update row

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:


Bit Form to Zoho Sheet update preference1

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.


Bit Form to Zoho Sheet workflow

Zoho Sign

Doc: Documentation of Integration with Zoho Sign

YouTube Tutorial: Integration with 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:


create form

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:


3IHomepage


1Bitform to zoho sign integration select

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


2Api console


5GetStarted


6api console server based

Fill those fields (Homepage URL and Authorized Redirect URLs) the same as your Integration Homepage. Then click UPDATE.


Client details

A Client ID and a Client Secret will be generated. Then go to the Client Secret tab.


Client secret

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.


Integration homepage


Authorizations


7Bit Form to Zoho Project integration authorization

1.Select the required (Template) from the dropdown which you created before in your Zoho Sign account.


Select Template

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.

recepient details

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.


Select integration

Zoho Creator

Doc: Documentation of Bit Form integration with Zoho Creator

Tutorial: Bit Form integration with Zoho Creator 

Using Zoho Creator integration with WordPress form builder- Bit Form, you can add records, update rows & upload files on Zoho Creator. You can easily integrate without any coding. This documentation goes through the configuration process.

Authorization Settings:

At first, select the form you want to apply the Zoho Creator integration or you can create a new one. After that, follow the below instructions.

create form

After that, follow the below instructions.

Follow the path:

Settings => Integrations => Click on (+) => Click on ‘Zoho Creator’.

3IHomepage
Select Zoho Creator

A. Integration Name: Set the integration name “ZOHO Creator API“.

B. Data Center: Set the specific ZOHO data center name where you have created your Zoho account. (e.g. : zoho.com)

select datacenter

C. Homepage URL: Enter the URL of your website homepage.

D. Authorized Redirect URL: Enter the URL in which ZOHO Creator will send the authentication code.

E. Client ID & Secret: To get client Id & secret information go to ZOHO API CONSOL=>Add Client => Server-based application => Create New Client. Register all the information and get your client ID & Secret information.

zoho api console url
add client
create server base with redirect url
Creator
client id scret fireld

F. Owner Name: Here, enter your Zoho Creator screen name. (e.g. :bitcodetech)

2. Zoho Creator application name
owner name field

Now click ‘Authorize,’ & you are ready to add your business or service records to your ZOHO Creator account via Bit Form.

accept authorize

Add Record on Zoho Creator:

The next step is to integrate the form of Bit Form with your Creator account to store the required data.

1. Application: Here, select the name of the application you have already created on your Creator account.

2. Form: Now, select the form you want to send the Bit Form data.

select app form

3. Map fields: Now map the form fields with related Zoho fields. You can send custom values also. Moreover, this custom value will remain the same for all the submitted data.

field map
field map with custom value

4. After successful integration, click on “Finish & Save“. Now you are ready to add a record to your Creator account.

5. After configuring integration with Zoho Creator, set condition logic to work on. Don’t forget to select the integration name, otherwise, the integration will not work properly.

Watch Video!

add new logic
integration checkbox
select zoho creator integration

Update Rows by criteria: 

First, you have to map the fields you want to update the value. Here is an example, we have mapped the ‘Name’ fields, as we want to update that corresponding field’s value. Now, click on the action ‘Update Record’. It controls how the submitted records will get updated. Now you have to set the criteria by specifying the Zoho field link. Depending on this field link, your mapped field’s value will change.

edit icon click

Here, we have set the field link “Email = [email protected]”. So, all the names corresponding to the email will be updated. If you face any difficulties, visit the ‘Zoho Creator Guide‘.

5. update rows

If we enable the update preference ‘Yes‘, then after submission of data, it will check the criteria. If the criteria match then it will update otherwise the values will be added as a new record. 

After setting up the integration process , set conditional logic as before.

Watch video!

update preference

Upload File:

For uploading files, you have to map the fields with the necessary Zoho fields. Select ‘File Upload‘ as both Bit Form & Zoho fields. Now, you are ready to upload a file on the Creator account.

file upload field mapping

Watch the tutorial here!

Zoho Bigin

Doc: Documentation of Zoho Bigin integration with Bit Form

Tutorial: Zoho Bigin integration with Bit Form

Using integration from Bit Form to Zoho Bigin, now you can manage your customers ‘ details in a significant way. You can push all the contact details, upload photos, send attachments, trigger workflow to your Zoho Bigin account without any coding skill. This documentation goes through the configuration.

Authorization Settings:

At first, select the form you want to apply the Zoho Bigin integration; after that, follow the below instructions.

1. create form bigin

Follow the path:

Settings => Integrations =>  Click on (+) => Click on ‘Zoho Bigin’

Select Zoho Bigin Integration

A. Integration Name: Set the integration name “ZOHO Bigin  API“.

B. Data Center: Set the specific ZOHO data center name where you have created your Zoho account. (e.g. : zoho.com)

3. data center bigin

C. Homepage URL: Enter the URL of your WooCoomerce website.

D. Authorized Redirect URL: Enter the URL in which ZOHO Sign will send the authentication code.

E. Client ID & Secret: To get client Id & secret information go to ZOHO API CONSOL=> Add Client => Server-based application => Create New Client. Register all the information and get your client ID & Secret information.

4. zoho api console link
6. server based
5. add client bigin 1
7. paste the url
8. client id secret
9. client id secret bit form bigin.

Now click ‘Authorize‘ & you are ready to add all records to your ZOHO Bigin account.

Add Records in module:

Mapping Settings:

1. Module: Select ‘Contact‘ as your module on the Zoho Bigin account, where you will add the user’s record.

10. module bigin

2. Map fields: You have to map the Bit Form fields with Zoho Bigin fields to push the records. As an example, here we have set ‘Text Field1’ = ‘Last Name.’ So when the user fills up ‘Text Field1’, the value will be stored in the corresponding Zoho field  ‘Last Name.’ You can map multiple fields as you need. Also, can send custom value to Zoho Bigin.

11. field map bigin

3. After giving all the required information, click on ‘Finish & Save’. Now your created ‘Zoho Bigin’ API is ready for implementation.

4. Now, set your conditional logic as your preference. Don’t forget to select the Zoho Bigin API you have created

conditional logics integration bigin

Add Profile photo:

You can update any contact’s profile photo through our Bit Form to your Zoho Bigin account. For that, hoover on the action called “Upload Photo“. After mapping the relevant fields, click the action ‘Upload Photo’ to upload a photo from Bit Form to Zoho Bigin. Now click on ‘Save’. Whenever the user fills-up the form on Bit Form, the image will be automatically uploaded as a profile photo to the Zoho Bigin account.

Watch Video!

23. upload photo bigin

Send Attachment:

This action sends attachments from Bit Form to Zoho. After mapping the relevant fields, click the action ‘Attachment‘ to send any file from Bit Form to Zoho Bigin. Now click on ‘Save’. You can now directly check the file attachments from your Zoho Bigin ‘Contact’ module section.

Watch Video!

24. add attachments bigin

Trigger Workflow:

You can trigger any actions from Bit Form to Zoho Bigin. Follow the below instructions to set the configuration.

1. At first, go to your Zoho Bigin account. Then click on ‘New Workflow‘ from option Workflow. From ‘New Workflow’ you have to set some information:

Module Name: Enter the module name which you have selected on Bit Form’s integration page.

WorkFlow Name: Then set a name for the workflow you want to trigger.

Description: Set some description about that specific description if you want.

Then, click on ‘Next‘ & the workflow is ready to work on.

14. zoho bigin settings icon bigin
15. zoho bigin workflows
16. zoho bigin modules in workflow
17. workflow 1st step

2. The next step is, set some actions regarding to that newly created workflow.

Trigger: There are three options available when the created workflow will be triggered. The workflow will be triggered when the contact is: ‘Created’, ‘Edited’, ‘Created or Edited’.

18. workflow triggers

Conditions: Now set conditions on which “Contact” created workflow will be applied. Options are: ‘Contacts matching certain conditions’, ‘All Contacts’.

19. workflow conditions

Actions: Set the actions as you want. The selected action will be applied when the workflow triggered from Bit Form. Actions are: ‘Email Notification’, ‘Task’, ‘Upload Files’, ‘Tags’.Here we have set ‘Tags‘ as an action. When a record is pushed in the Contact module, the defined tag will be added.

20. workflow actions

3. Now, map all the necessary form fields with Zoho fields to create a “Contact’ on Zoho Bigin ‘Contact’ module. Click on the action ‘WorkFlow’.

Send Approval: Select this action to automatically send form data to your Zoho Bigin approval list instead of adding them.

Add Note: Select this action to add a note from Bit Form to Zoho Bigin account automatically.

Watch Video!

22. add note bigin

Payment Gateway

Now using Bit Form you can take payment with full authentication using the PayPal & Razorpay system.

Paypal

Doc: Documentation of Integration with PayPal

YouTube Tutorial: Integration with PayPal

Admin can receive Order Payment & Subscription Payment through the PayPal field.

Style Customization :

Layout: If you select a layout, there exist three layouts :

➤ Vertical Layout: If you choose the vertical layout option, the payment buttons will be aligned vertically at full width. You will find three options available (depending on your region) – ‘PayPal‘, ‘Pay Later‘, and ‘Debit/Credit Card‘.

➤ Horizontal Layout: The payment buttons will be aligned horizontally at 50% width. ‘PayPal‘ and ‘Pay Later‘ will be available.

➤ Standalone Layout: Only one play button will be available. You can choose according to your preference.

[Note: By default, the layout is set to vertical layout.]

Color: You can choose field colors: Gold, Blue, Silver, White & Black. If you choose Standalone and Card from layout only Black & White color will be available.

Shape: Rectangle & Pill are available.

PayPal Button Text: You can change the field button text to – PayPal, PayPal Checkout, PayPal Buy Now, Pay with PayPal.

Order Payment :

☆ Client Id : Admin have to create an application from the ‘PayPal Developer‘ site. To create an application you have to follow the path :  PayPal Developer account => Dashboard => My apps & credentials => App name => Create App => Application details => Go back to app name => Default Application =>   Get your Client ID. Then insert the given client id on that field.

☆ Language: You can set the field language according to your preference.

 Disable Card: You can set the card name on the ‘disable card’ field from which you don’t want to take payment.

☆ Amount Type :

➤ Fixed: If the admin wants to set a limit of payment, they have to choose this option. For example, you have created a form for a particular sale. Then you have to set the payment digit on the field.

➤ Dynamic: For dynamic payment, the admin has to add a ‘number field’ where you can add their amount according to their willingness.      

☆ Shipping Cost & Tax amount type: As likely as Amount type option admin can set Fixed / Dynamic Shipping cost as well as Tax.

☆ Currency: You can set 26 currency types.

Description: There are two types of description – Static & Dynamic.

Subscription Payment :

You can add descriptions of two types- Static & Dynamic. For subscription payments, you need a business account. Add your ‘Plan Id‘ on the field & other style customization is the same as order payment.

Click on the video to see PayPal integration tutorial!

Razorpay

Doc: Documentation of Integration with Razorpay

YouTube Tutorial: Integration with Razorpay

Another payment gateway plugin Razorpay has been added to Bit Form. It allows credit cards, debit cards, net banking, wallet & UPI payments.

The below instructions admins have to follow to set up their Razorpay account with Bit Form.

ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg==  API Key & API Secret: To integrate the admin Razorpay account with Bit Form, the admin has to go to the dashboard of their account. Then admin has to set their specified key & secret respectively to the fields ‘ API Key’ and ‘API Secret’. Now, you are ready to take payment from use via Razorpay.

 Dashboard=> Settings=> API keys tab=> Key ID & Secret

Field Customization :

1.Amount Type: Admin can fix that in which way they want to take payments from users.

 z+H2iiujINhswAAAABJRU5ErkJggg== Fixed: If the admin wants to set a limit of payment, they have to choose this option. For example, you have created a form for a particular sale. Then you have to set the payment digit on the field.

z+H2iiujINhswAAAABJRU5ErkJggg== Dynamic: For dynamic payment, admins have to add a ‘number/radio field’ where users can add their amount according to their willingness.      

2. Currency: You can set 26+ currency types. The currency is set to INR by default. you can change by your own preference.

 3. Account Name: Admin has to set the account name through which all payments should be received. That specific account name will be shown on the top of the payment checkout bar.

 4. Description: Admin can set additional payment descriptions. Users can see this description while giving their payments on the Razorpay window.

 

Additional Settings :

1.Button Customization: On the button settings option there are four fields :

z+H2iiujINhswAAAABJRU5ErkJggg== Button Text: Admins can change the Razorpay button text according to their choice.

z+H2iiujINhswAAAABJRU5ErkJggg== Button Alignment: Left, Right & center alignments are available.

z+H2iiujINhswAAAABJRU5ErkJggg== Full-width button & Small button: Users have to toggle these buttons to use the features.

2. Theme Customization: When the user processes the payment method there will show a Razorpay checkout window. This window’s color & theme can be customizable by the admin.

3.  Modal: When the modal option ‘confirmed on close’ is enabled then users will get an option if they want to close the Razorpay window.

 4. Prefill: By default, the users have to fill in the Razorpay checkout information like name, email & contact again. If admins want they can map the field names of the form on the customization prefill fields – ‘Name’, ‘Email’, ‘Contact’. By this users don’t have to put mapped fields information double time on the Razorpay checkout window.

 5. Notes: Admin can send additional information by setting values with their corresponding key. These notes will be shown on their Razorpay account. They can view these notes from their Razorpay account. Admin can send a maximum of 15 key-value paired values.

Click on the video to see Razorpay integration tutorial!

Others

In this section, you will find some side documentation of Bit Form that will help in details to use support features. 

Download & Installation process of Bit Form Pro version

Doc: Documentation of activating the pro version of Bit Form

YouTube Tutorial: Activate Bit Form pro version

In this section we will show you how you can install Bit Form on your WordPress dashboard & also how you can activate Bit Form pro version.

Download & Installation process of Bit Form (Free Version):

Follow the path mentioned below:

Dashboard > Plugin Page > Click on ‘Add New‘ > go to search option> search ‘Bit Form‘ > Click ‘Install Now‘> Press ‘Activate‘ ( Free version) > Can view ‘Bit Form‘ from plugin list > Click Bit Form from dashboard

 Now, after successful installation, you can see the home page of ‘Bit Form‘. You are ready to create a form as you need.

[Note: You have to activate both the free & pro version of Bit Form]

Process of activating premium version :

1. At first go to our website bitpress.pro.

2. Go to the ‘Pricing‘ section & click on ‘Get Started‘ of the pro version.

3. Now you will see all the plans of Bit Form.

4. Select your desired plan & you can customize the number of sites.

5. Click on ‘Proceed‘.

6. You have to fill-up the form for the membership account.

7. Give your location & payment information.

8. Pay the amount via any credit card or PayPal. Also can use a coupon card if you have any.

9. After successful payment you will be redirected to the subscription page.

10. You can check your subscription is activated or not by reloading the page.

11.  After successful activation you will be notified via your email with the download link, license key, tutorial link & documentation link.

12. Now, go to your subscription dashboard. Here you can see your subscription details. You can also update your plans at any time.

13. Download the pro version by clicking the option.

14. Then go to your site dashboard & again navigate to the plugin option.

15. Click on ‘Add New‘ & select ‘upload plugin‘.

16. Click on ‘ Choose File‘  & select the zip file you have downloaded before. Then click on ‘Install Now‘.

17. Then press on ‘Activate Plugin‘. After successful activation, you will see the pro version of Bit Form on your plugin list.

18. Then go to ‘Bit Form‘ from the dashboard & you will find the license option. And now copy the key from the subscription page & paste the key on the license key option.

19. After clicking the ‘Submit‘ button you can view a successful message.

Congratulations! Now you are a pro member of the Bit Form. You can access all the pro features, updates & support.

Here you can check out the tutorial!

Prevent a bot from the form submission

How to prevent a bot from the form submission

Doc: Documentation of how to prevent the bot from form submission

Tutorial: How to prevent bot from the form submission

A spambot is a malicious program that harms your website by gathering email addresses & other information. Many website owners, as well as email marketers, face difficulties because of these highly designed bots. There are many specific ways to protect forms from spambots. However, a hidden field or honeypot is one of them.

How hidden field works on Bit Form:

A honeypot or hidden field is a filter that prevents spam/bot from your site. For that, you have to set up a field that will remain hidden from the front end of the form. Real humans can’t see the hidden field on the form, but bots can. Depending on some parameters, if a form is submitted with a hidden input field value, then the submission will be identified as bots submission or spamming.

Now, we will show you how you can prevent bot submission on Bit Form.

1. At first, navigate to your Bit Form dashboard. Then select a form where you want to implement this honeypot feature.

2. Now, take fake fields for the bot. Label it as a real name like email, website, address or anything. But remember, don’t set the label as ‘Honeypot/Bot’. Because some sophisticated or clever bot can detect those fields. Also, add an admin label as bot or honeypot field to recognize by admin.

Admin Field label

3. Then go to the “Settings” option. Navigate to the “Confirmation” page. Now set an “Error Message” to show when the form not submitted by humans.

Show Error message

4. Now go to the “Conditional Logic” option & set some conditions to prevent the bot from submitting the form. For this, set a new logic and set action effect -“on form load“.
And select the fake field and then set the action to “Hide“.

Set Conditional logic

5. We need to set another logic to validate the hidden fields triggered when a bot wants to submit a form. To do this, add another new logic and select the action effect – “on form validate ” and select the fake field and then set the action – “is not null“. Now select the error message. Your form is now secure from most common bots.

Set the action

6. Now upload the form to any page of your site & you can’t see the hidden fields you have set before. However, the bot won’t understand that the field is hidden. When it tries to fill up the form with the honeypot field, the form won’t submit & the error message will be shown.

 

Submission

Thus, you can prevent any bot or spam from your site from gathering your information and submit any data.

 

Watch full video tutorial here!

How To Get Data From URL Parameters In WP Form

Fetch Data From URL Parameter

Doc: Documentation of how to get data from URL parameter using Bit Form

Tutorials: How to get data from URL parameter using Bit Form

When filling in a form on a website, the admin would like to include pre-defined specific values in the fields. The solution to this problem is to embed the data from the URL parameter. This field’s value will then be populated with the result of the URL parameter redirect. Bit Form lets you autofill the field value by setting URL parameters. This feature is helpful regarding kinds of use cases. In this section, we will show you how you can set URL parameters to automatically fill the Bit Form fields’ values.

🔰 At first, navigate to the Bit Form dashboard & create a form or select any form you have made before. Here is an example of “Job Post” which includes three fields – Job Title, Candidate Name & Passing Years.

1. Form Bit Form

🔰 You have to copy the field key which you want to show with pre-defined value. We want to show the “Job Title” fields with the default value from the URL parameter. To set the parameter on the URL, set a sign “?” then paste the key. Type the operator “=” & set the desired value that you want to show on the fields. After loading the page, you will see that the field has the requested value from the URL parameter.

2. Copy Field Key Bit Fom
3. Value On Field Bit Form

🔰 You can follow the same steps for the drop-down also. For that, copy the field key & the specific option you want to show & paste it into the URL. For the multiple parameters, you have to use the operator “&” before setting the key & value.

4.Drop Down Bit Form

🔰 Besides all these, you can add space in the middle of the value. Just set the value on the link with space & the browser will take “%20” automatically.

[Note: If your browser is old then you have to type “%20” manually to show the space.]

5.Space Bit Form

Watch the full tutorial here!

How to set up an autoresponder email

Bit Form Email Notification

Doc: Documentation of email auto responder

The function of an email autoresponder or email notification is to notify the user that the form has been submitted successfully.

 To set up the email notification feature follow the below steps-

  • Go to the “Settings” option of the builder.
  • Navigate to the “Email Templates” option. Create a template that you want to send as a notification to your user. From the “Email Templates” set the following option – 

                ✔Template Name

                ✔Email subject

                ✔Email body –  On the email body Admin can fetch the data directly from the form fields.   

Email Template Bit Form

  • After creating the “Templates ” for the notification you have to set the conditional logic for when the email notification will be sent to the user. Here, you have to set the action “Email Notification” & also have to specify when this action will run.

Set Action Bit Form

Other fields you have to set are:

             ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg== Email Notification: You have to select the email template here which you have created earlier

             ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg== To: Here you have to input the email address where you want to send the email notification. Also you can select the “Form Fields” to fetch the data directly from the frontend.

            ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg== From: Set the email address from where you want to send mail to recipients.

           ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg== CC & BCC field: Then you have chosen the CC & BCC field if you want to send the notification to multiple email addresses.

           ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg== Reply To: Set the email address where the user will send the reply message in response to your email notification.

           ja6r1uM2tYK1pCYybAASKqqlLAtCUlsBYCUCgqJq6JABNaQmMlQAEiqqpSwLQlJbAWAlAoKiauiQATWkJjJUABIqqqUsC0JSWwFgJQKComrokAE1pCYyVAASKqqlLAtCUlsBYCUCgqJq6PAM37vS985SPOgAAAABJRU5ErkJggg== Attachment: You can send an attachment if you have any file upload field on the form

Set Condition Bit Form

Apart from all these fields, the admin can set another value of the fields by setting the form fields from the drop-down menu. Admin can run this action based on Action Behaviour – “Always” & “Condition“.

Set another value Bit Form

 As an example here we have set the value of the “Text Field = User for email autoresponder” So,  while the user will submit any form the input value of the “Text Field” will be replaced as “User for email autoresponder” based on the action behavior

  • At last, you have to configure the SMTP from the “App Settings” option to make sure that the email will be sent without any spamming. To set the SMTP  read the SMTP documentation here.