automate and integrate wordpress with other applications (using zapier)
TRANSCRIPT
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Automate and integrate WordPress with other
applications
WordCamp Birmingham 2015by Jason King @jasoncsking
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The client
A partnership of six advice agencies in Brent.
Brent CAB was the main point of contact.
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www.bam.org.uk
A single point of contact for local people to access advice on benefits, health, work, money and immigration.
Built with WordPress, Bootstrap, Gravity Forms, Font Awesome.
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The problem
How can the public send an enquiry via the website ...
… and have that enquiry directed to the advice organisation most able to answer it?
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There were a lot of meetings
The website is just one part of a complex process involving multiple organisations, each with ways of working, to deliver different kinds of advice.
Lot of note taking. Lots of user testing. Lots of planning.
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The right tools for the job
WordPress obviously+ Gravity Forms famously good plugin+ Freshdesk helpdesk application+ Zapier to connect them
= solution?
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Gravity Forms: conditional logicUsers are forced to provide the information that advisers will need.
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On submission, Gravity Forms can send an email notification
But six advice organisations can’t share a single email account. What could they use?
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Freshdesk
A helpdesk application that multiple advisers can use to field and respond to enquiries.
But how can we collect information in Gravity Forms then use that information to create a support ticket in Freshdesk? Answer: APIs
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What’s an API?When one web application loves another web application very much - they give each other a special hug.
Something like that. Only involving data transmission, routines, protocols for inputs and outputs etc. It’s complicated - is there a way to make it simpler?
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ZapierAutomates tasks and simplifies the one-way transmission of data between 300+ applications.
Has a free plan, for up to 100 tasks per month.
Zapier means you don’t have to understand APIs. Huzzah!
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Alernatives to Zapier
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You create a trigger and an action
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What can trigger an action?● New Comment● New Category● New Post Format● New Post Type● New Author● New Post Status● New Taxonomy● New Post● New Comment Status
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Plus: any web hook
Using the HookPress plugin, trigger off of pretty much anything!
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You select your first app’s accountIn this case, whilst in the Zapier dashboard, we need to connect to Freshdesk.
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… and your second app’s accountThere’s a Zapier add-on for the Gravity Forms plugin to enable us to select it.
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Are we over-complicating this?We didn’t even need Zapier. Here’s our eventual and much simpler solution:
1) User completes online form
2) Gravity Forms sends email notification direct to Freshdesk, which is able to create a support ticket from that email
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@net2london