Integrately Integration: The Best Way to Automate Your WordPress Workflow

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Bit Form is a WordPress form builder plugin that can integrate with over 50+ popular platforms, including Zoho CRM, Zoho Sheet, Zoho Campaign, ActiveCampaign, Airtable, Agiled CRM, Dropbox, Copper CRM, Capsule CRM, HubSpot, Groundhogg, Google Drive, Google Sheet, Zoom, Zoho Recruit, Zoho Desk, Zoho Bigin, WooCommerce, WebHooks, Trello, Telegram, SendFox, Propovoice CRM, Moosend, and MailPoet. This can help you save time and effort, and improve your lead generation and customer management processes.

Integrately Integration Tutorial

Authorization of Integrately Integration

To set up the Integrately integration in Bit Form, simply go to the Bit Form plugin and open up the form you want to work on. Then, head to the form settings and look for the integrations section. Click on the plus icon to add a new integration, and search for Integrately from the available options.

Integration Name/Title: Here give the meaningful integration title as per your requirement.

Generate Integrately WebHook URL

To get your Integrately WebHook, follow these steps:

• Log in to your “Integrately” account.
• In the search bar, type “WebHook” and select the “WebHook” integration.
• In the search bar, type the name of the app that you want to send your data to, such as “Airtable“.
• Scroll down. On the left side, select the “Operation is performed in Webhook / API Integration” option.
• On the right side, select the “Create record in Airtable” option then click the “Go” button.
• Copy your “Webhook URL“ then click on the “I have set this URL in Webhook / API Integration” button.
• Go to the “Integrations page“.
• In the “Link” field, paste your “Webhook URL“ and select the “Post” as method type.
• Next, add the “URL Parameter“.
• Click on “Test Webhook.”

• After ‘’Test Webhook executed successfully’’, again go to “Integrately”.
• Click the “Done. Check if received” button.
• Click the “Continue” button.
• Connect to your “Airtable account“.
• Add a base and grant access.
• Choose your “Base ID” and “Table Name“, then click “Continue“.
• Map your fields.
• After mapping your fields, click “Test & Turn On“.

Please return to the integrations page and click on “Next“

Integration Save

Once you have configured the desired settings for the integration, click the Save & Finish button to save the integration.

Configuring the conditional logic

Now, let’s set up some conditional logic to trigger the integration for the submitted data. To do this, head over to the conditional logic section. You have the option to create a new conditional logic or use an existing one. Make sure to set the Action behavior to “Always” and check the Integration under Additional Actions. Then, select your desired Integration, in this case, “Integrately WebHooks“. Once done, just click on Update.

Integration Log

Every integration has a timeline that you can use to check the success or error status of the integration. To see your response, just head over to the Response section in Bit Form, click on your record, and then scroll down. Below your Timeline, click on Show Integration Logs.