MODX to Nutshell CRM 1.0.1-pl

MODX to Nutshell CRM 1.0.1-pl

Released May 07, 2018 by sterc

Now you can easily integrate your MODX FormIt forms with Nutshell, via the MODX to Nutshell CRM extra. Using the Nutshell API, the MODX to Nutshell CRM extra adds a custom hook you can add to your FormIt forms and generates leads, people and companies in your Nutshell environment based on your form fields.

Download 40kb (14 downloads)
Downloads: 189
License: GPLv2
Requires Revolution 2.5.x or greater
Supports mysql

Now you can easily integrate your MODX FormIt forms with Nutshell, via the MODX to Nutshell CRM extra. Using the Nutshell API, the MODX to Nutshell CRM extra adds a custom hook you can add to your FormIt forms and generates leads, people and companies in your Nutshell environment based on your form fields.

Features

  • Checks for existing People and Companies, based on form fields
  • Automatically adds a new Nutshell contact (People), using email address and name from your FormIt form.
  • Adds a new Company and attaches it to the contact.
  • Creates a lead with a lead note based on your form fields.

Configuration

To use the MODX to Nutshell CRM hook, you have to supply a username and API key. This can be configured with system settings or FormIt parameters:

System settings

  • nutshellmodx.apikey
  • nutshellmodx.username
  • nutshellmodx.use_existing_contact
  • nutshellmodx.create_account

FormIt parameters

  • nutshellUsername (optional, defaults to system setting) nutshellApikey (optional, defaults to system setting)
  • nutshellFields (required)

Nutshell API key

The Nutshell API key can be generated in your Nutshell environment: go to Setup > Third party > API keys.

Issues and feature requests

You can post issues and feature request at Github: https://github.com/Sterc/nutshellmodx

Installation Instructions

Install the package via the MODX package installer.

Changelog for MODX to Nutshell CRM.

MODX to Nutshell CRM 1.0.1

==============

  • Update global certificate file

MODX to Nutshell CRM 1.0.0

==============

  • First public release

Version Released Author Downloads
3 Versions 1 Contributors 189 Downloads
1.0.0-pl2 Dec, 21 2017 sterc 122
1.0.0-pl Nov, 20 2017 sterc 53