Some forms do not have native support with Zapier. This does not mean that it's impossible to connect it with Zapier, but it does require the use of a separate service within Zapier called Parser. Read on for steps on how to set Wordpress forms up with Evergenius.
- Set up a Parser Account. Visit https://parser.zapier.com/ and log in with your Zapier account. Click on 'Create Mailbox' to generate a unique email address.
- Forward your form to the email address. In your Wordpress site, find your form and add the unique email address that was generated to the list of recipients of form answers. This means that when the form is filled in, you will receive an email containing the filled in boxes. This can vary from site to site.
- Fill in the form. You need to fill in the form so that Zapier has a sample form to parse data from.
- Verify the email. In Parser, locate the mailbox and find the email you submitted.
5. Give your data a name. Click on the template button underneath the email and create a new template when prompted.
Identify which parts of the email is data and which parts need to be ignored. Highlight variable data (things that change, such as names, email address, phone number, notes, etc.) and enter a label in the text field that pops up. It can be any label you like, but you must be able to identify them when creating a Zap.
6. Change the settings and save. The forms work best in plain text body content and Classic (v1, legacy) modes. Select them in the two dropdown menus.
ATTENTION! Once you save the original template, it cannot be edited again! To recreate it without setting up email forwarding again you will have to delete the mailbox and reuse the same email address when creating a new mailbox!
7. Create a Zap. When it's all set up, go to Zapier and create a new zap. Look for Email Parser in the action step. Select New Email, then continue.
Connect your Parser account to Zapier if you haven't already, then continue. Locate your mailbox in the dropdown menu and then continue.
Pull in the sample and click continue.
In the Action step, click on Webhooks. This is similar to creating a Zap for EG. Select POST as usual, and then continue. For information on how to set up a Zap, click here.
In the data fields, enter the values on the left such as first_name, phone, email, and so on. In the right side, click on the + button and select from the parsed data that has been pulled from the email. For example, if you highlighted and labelled a name in your email in Parser, it will show up as Parse Output Name. Similarly, if you highlighted an email address you will show up as Parse Output Email, and so on for all the data you mark in the Zapier Email Parser template.
Input the values on the left and select the corresponding data on the right side.
One you have completed the data field, remember to fill in all of the data needed for a zap to work with EG, including app-key, company_name, and URL. All of this information is available here. Click continue and test the zap. If it shows up in your Evergenius account, it has been set up successfully and you can turn the Zap on.