Ben Byrne

De'Yonté W.

harmoney

<p>If you’re using the <a href="http://www.gravityforms.com/" rel="nofollow ugc">Gravity Forms</a> plugin, you can now integrate it with the <a href="https://www.salsalabs.com/" rel="nofollow ugc">Salsa Labs</a> “Classic” platform. This Add-On supports creating or updating supporter records, as well as some preliminary support for donation records (still highly experimental).</p>
<p>To use this Add-On, you’ll need to:</p>
<ol>
<li>Have an licensed, active version of Gravity Forms >= 1.9.3</li>
<li>Have a working Salsa instance, as well as credentials for at least one administrative or api-level user</li>
</ol>
<p>If you meet those requirements, this plugin is for you, and should make building new forms and passing supporter data into Salsa much easier than manually mucking with HTML provided by Salsa.</p>
<p><em>Initial development of this plugin was funded in part by the <a href="http://childrensinn.org/" rel="nofollow ugc">Children’s Inn at NIH</a>.</em></p>


Integration for Salsa and Gravity Forms

A Gravity Forms Add-On to feed submission data into the Salsa "Classic" CRM/fundraising/advocacy platform.

Olivier

<p>Business Forms for DoliProspect is a WordPress plugin that allows you to easily integrate your Dolibarr instance with DoliProspect installed. Create business deal forms directly from your WordPress website and automatically synchronize data with your Dolibarr CRM.</p>
<h3>Main Features</h3>
<ul>
<li><strong>Business Deal Form</strong> : Intuitive interface to create deals from WordPress</li>
<li><strong>Secure API Integration</strong> : Secure communication with your Dolibarr instance</li>
<li><strong>Automatic Creation</strong> : Automatic generation of third parties and contacts in Dolibarr</li>
<li><strong>Email Notifications</strong> : Automatic alerts for new deals</li>
<li><strong>Administration Interface</strong> : Complete configuration panel</li>
<li><strong>Logging System</strong> : Tracking and history of submissions</li>
<li><strong>Responsive Design</strong> : Interface adapted to all screens</li>
<li><strong>Multilingual</strong> : Support for French, English, Spanish, Italian, German</li>
</ul>
<h3>Available Shortcodes</h3>
<ul>
<li><code>[business_forms_doliprospect_deal_form]</code> : Displays the business deal creation form</li>
</ul>
<h3>Customization</h3>
<p>The plugin uses customizable CSS classes and allows the creation of custom templates in your theme.</p>
<h3>Official Ownership</h3>
<p>This plugin is the <strong>official WordPress integration</strong> for DoliProspect, developed and maintained by <strong>Aplose</strong>, the official publisher of DoliProspect.</p>
<p><strong>Official Trademarks:</strong><br />
– <strong>DoliProspect</strong> – Official trademark owned by Aplose<br />
– <strong>Ma Gestion Cloud</strong> – Official trademark owned by Aplose (<a href="https://data.inpi.fr/marques/FR5053373" rel="nofollow ugc">INPI Registration FR5053373</a>)<br />
– <strong>Aplose</strong> – Official trademark owned by Olivier ANDRADE SANCHEZ (<a href="https://data.inpi.fr/marques/FR4741208" rel="nofollow ugc">INPI Registration FR4741208</a>)</p>
<p><strong>Company Information:</strong><br />
– <strong>Company:</strong> Aplose (100% owned by Olivier ANDRADE SANCHEZ)<br />
– <strong>Legal Information:</strong> <a href="https://www.pappers.fr/entreprise/aplose-534906698" rel="nofollow ugc">Pappers Company Profile</a><br />
– <strong>Website:</strong> https://www.ma-gestion-cloud.fr</p>
<h3>Configuration</h3>
<h3>Dolibarr URL</h3>
<p>Enter the complete URL of your Dolibarr instance with DoliProspect installed.<br />
Example: <code>https://your-instance.ma-gestion-cloud.fr</code></p>
<h3>API Key</h3>
<ol>
<li>Log in to your Dolibarr instance</li>
<li>Go to Administration > Tools > API</li>
<li>Generate a new API key</li>
<li>Copy the key to WordPress settings</li>
</ol>
<h3>Default Status</h3>
<p>Choose the default status for new deals created via WordPress.</p>
<h3>Usage</h3>
<h3>Basic Shortcode</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form]<br />
    `</p>
<h3>Shortcode with Options</h3>
<pre><code>`
</code></pre>
<p>[business_forms_doliprospect_deal_form title=”Quote Request” show_title=”true” button_text=”Send” redirect_url=”https://example.com/thank-you”]<br />
    `</p>
<h3>Available Parameters</h3>
<ul>
<li><code>title</code> : Form title (default: empty)</li>
<li><code>show_title</code> : Show/hide title (true/false, default: false)</li>
<li><code>button_text</code> : Submit button text</li>
<li><code>redirect_url</code> : Redirect URL after submission</li>
</ul>
<h3>Form Fields</h3>
<h4>Required Fields</h4>
<ul>
<li>Project name</li>
<li>Contact first name</li>
<li>Contact last name</li>
<li>Contact email</li>
</ul>
<h4>Optional Fields</h4>
<ul>
<li>Estimated amount</li>
<li>Description</li>
<li>Company name</li>
<li>Company email</li>
<li>Company phone</li>
<li>Contact phone</li>
</ul>
<p><strong>Note:</strong> If company information is not provided, the system will automatically use the contact information to create the third party in Dolibarr.</p>
<h3>Troubleshooting</h3>
<h3>API Connection Error</h3>
<ul>
<li>Check the Dolibarr URL</li>
<li>Check the API key</li>
<li>Test the connection from settings</li>
</ul>
<h3>Form Not Displaying</h3>
<ul>
<li>Check that the shortcode is correct</li>
<li>Check theme permissions</li>
<li>Check WordPress error logs</li>
</ul>
<h3>Submission Error</h3>
<ul>
<li>Check logs in WpDoliProspect > Submissions</li>
<li>Check Dolibarr API configuration</li>
<li>Contact support if necessary</li>
</ul>
<h3>Support</h3>
<h3>Technical Support</h3>
<p>Contact our technical team for any assistance.</p>
<h3>Need a Dolibarr Instance?</h3>
<p>Create your account on Ma Gestion Cloud and get your Dolibarr instance with DoliProspect pre-installed.</p>


Business Forms for DoliProspect

Easily integrate DoliProspect with WordPress to create business deal forms directly from your website.

Integration for Salsa and Gravity Forms vs Business Forms for DoliProspect