Horje
Integrates Gravity Forms with ConnectWise, allowing form submissions to be automatically sent to your ConnectWise account.

Noted That:

  • To install correctly this connectwise-forms-integration.zip.
  • Fisrt Download the connectwise-forms-integration.zip to your computer
  • Extract/Open connectwise-forms-integration.zip to Your Computer.
  • Then, Find readme.txt file inside connectwise-forms-integration.zip and Open readme.txt.
  • Now, Read the Requirements of this plugin. Which Wordpress Version and PHP Version are required to run this Plugin in Your Wordpress Site.
  • Then, Follow the the Tips Below.

Start the Tips:

1. First Download "connectwise-forms-integration.zip" Plugin to your Local Computer. (Click Download)

2. Then, Login to your "yourdomain.com/wp-admin" Dashboard.

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3. Then, Click on "Plugins" + "Add New" from left sidemenu of Dashboard.

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4. Now, Click on "Upload Plugin" button.

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5. Now, Browse "connectwise-forms-integration.zip" Downloaded plugin from your computer, Where you downloaded connectwise-forms-integration.zip According to Step – 1 Above then, click on "Install Now"

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6. Now, Click on "Active Plugin"

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7. Then, See left sidemenu. "Gravity Forms ConnectWise Add-On" folder is added on left sidemenu. Now, Click on "Gravity Forms ConnectWise Add-On" folder.

   Noted that: If you do not see "Gravity Forms ConnectWise Add-On" folder on left sidemenu then, see at left sidemenu "Settings" or "Tools".

8. Now you configure yourself oR Watch video tutorial below about Gravity Forms ConnectWise Add-On Configurtions and Settings or How to work "Gravity Forms ConnectWise Add-On" in your WordPress site.

 

oR

After Activated Plugin According to Step-6 then,

  1. Go to "Plugins" + "Installed Plugin" from Wordpress Admin Panel Leftside Menu.
  2. or Direct go to: https://yourdomain/wp-admin/plugins.php
  3. Then, Find "Gravity Forms ConnectWise Add-On" Activated Plugin from Plugin List.
  4. Then, Click on "Settings" from Plugin that is Gravity Forms ConnectWise Add-On
  5. Now, Edit/Add/Config the setting and Click on "Save Changes" button,
WP Plugin Setting



Guide

This plugin is a Gravity Forms add on, so make sure you have that installed first.

  1. Upload plugin files to your plugins folder, or install using WordPress’ built-in Add New Plugin installer
  2. Activate the plugin
  3. Go to the plugin settings page (under Forms > Settings > ConnectWise )
  4. Enter your ConnectWise credentials to authenticate
  5. Open an individual form and access the ConnectWise settings to create a new feed

Catchall Company

If the “Company” field isn’t mapped, a new record will be created for the company with the ID “catchall”. If you don’t already have this in your system, a new company with that name will be created the first time it happens.


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Name

Reffered: https://wordpress.org/

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