Integrate Agendor with Getform

Appy Pie Connect allows you to automate multiple workflows between Agendor and Getform

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About Agendor

Agendor is a CRM and sales management platform that acts as a personal assistant to salespeople. Organize and centralize your customer data, track sales, and assess ongoing business-all for free and from anywhere.

About Getform

Getform is a form management tool that allows you to collect submissions, send emails, and integrate your HTML form with popular apps.

Getform Integrations

Best Agendor and Getform Integrations

  • Agendor Integration PhoneBurner Integration

    Agendor + PhoneBurner

    Create Contact to PhoneBurner from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Agendor Integration PhoneBurner Integration

    Agendor + PhoneBurner

    Create Update Contact to PhoneBurner from New Person in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Person
     
    Then do this...
    PhoneBurner Integration Create Update Contact
  • Agendor Integration PhoneBurner Integration

    Agendor + PhoneBurner

    Create Contact to PhoneBurner from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Organization
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Agendor Integration PhoneBurner Integration

    Agendor + PhoneBurner

    Create Update Contact to PhoneBurner from New Organization in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Organization
     
    Then do this...
    PhoneBurner Integration Create Update Contact
  • Agendor Integration PhoneBurner Integration

    Agendor + PhoneBurner

    Create Contact to PhoneBurner from New Task in Agendor Read More...
    Close
    When this happens...
    Agendor Integration New Task
     
    Then do this...
    PhoneBurner Integration Create Contact
  • Agendor Integration {{item.actionAppName}} Integration

    Agendor + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Agendor + Getform in easier way

It's easy to connect Agendor + Getform without coding knowledge. Start creating your own business flow.

    Triggers
  • Deal Lost

    Triggers when a Deal (Negócio) is set as lost.

  • Deal Stage Changed

    Triggers when a Deal (Negócio) moves to another stage (Etapa) in the pipeline.

  • Deal Won

    Triggers when a Deal (Negócio) is set as won.

  • New Deal

    Triggers when a new Deal (Negócio) is created.

  • New Organization

    Triggers when a new Organization (Empresa) is created.

  • New Person

    Triggers when a new Person (Pessoa) is created.

  • New Task

    Triggers when a new Task (Tarefa/Comentário) is created.

  • Updated Deal

    Triggers when a Deal (Negócio) is edited

  • Updated Organization

    Triggers when an Organization (Empresa) is edited.

  • Updated Person

    Triggers when a Person (Pessoa) is edited.

  • New Submission

    Triggers when new submission is received to a selected form.

    Actions

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Agendor & Getform Integrations Work

  1. Step 1: Choose Agendor as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Getform as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Agendor to Getform.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Agendor and Getform

Agendor?

Agendor is an open source (GPL. platform for building applications and sites with content-centric architecture. It is a powerful CMS system with its own type of database, which allows you to create richly structured content pages. It uses the Model-View-Contrpler design pattern and the Active Record design pattern.

Getform?

Getform is a framework for building web forms in Agendor. It lets you easily create forms that have different fields, validation rules, and file uploads. It integrates well with Agendor's content-centric architecture.

Integration of Agendor and Getform

In this section, we will discuss how to integrate Getform with Agendor.

  • Installation. To install Getform, run the fplowing command in your terminal:

gem install getform agendor - rails - gem

  • Configuration. After installing both Getform and Agendor, we need to configure our app to use Getform. First, we will add it to our Gemfile:

gem 'getform' , :require => 'getform' gem 'agendor-rails' , :require => 'agendor/rails' gem 'activerecord' , :require => 'active_record' gem 'jquery-rails' , :require => 'jquery-rails' gem 'bootstrap-sass' , :require => 'bootstrap-sass' gem 'bootstrap-rails' , :require => 'bootstrap-rails' gem 'bootstrap-datetimepicker' , :require => 'bootstrap-datetimepicker' gem 'bootstrap-dropzone' , :require => 'bootstrap-dropzone'

Then, we modify our application.js file to include the fplowing line:

//= require jquery.tablednd.js //= require jquery.tablednd_datepicker.js //= require jquery.tablednd_datetimepicker.js //= require bootstrap-rails //= require bootstrap-datetimepicker //= require bootstrap-sass //= require bootstrap //= require jquery.tablednd //= require jquery.tablednd_datepicker //= require jquery.tablednd_datetimepicker //= require bootstrap-rails //= require bootstrap-datetimepicker //= require bootstrap-sass //= require bootstrap //= require jquery.tablednd //= require jquery.tablednd_datepicker //= require jquery.tablednd_datetimepicker

Next, we will create an initializer to add GETFORM configuraton into Agendor config:

#config/initializers/agendor_getform.rb Agendor . config . getform = { :title => "GETFORM" , :action => "index" } . freeze

Finally, we have to include GETFORM into our layout:

<%= render_getform_if :title %>

  • Adding Form. Now that Getfom is integrated in our app, let's see how to add a form in Agendor. First, we will create a fpder named forms inside app/views/agendor/ to place our custom forms in it:

mkdir app/views/agendor/forms touch app/views/agendor/forms/my_first_form.html.erb mkdir app/views/agendor/forms touch app/views/agendor/forms/my_second_form.html.erb mkdir app/views/agendor/forms touch app/views/agendor/forms/my_third_form.html.erb mkdir app/views/agendor/forms touch app/views/agendor/forms/my_fourth_form.html.erb mkdir app/views/agendor/forms touch app/views/agendor/forms/my_fifth_form.html.erb mkdir app/views/agendor/forms touch app/views/agendor/forms/my_sixth_form.html.erb mkdir app/views/agendor/forms touch app/views/agendor/forms/my_seventh_form.html.erb

Let's start by creating a simple form to send an email:

<% form do |f| %> <% f . field :email %> <% end %> <div id="container"> <h2>My first form</h2> <%= render_getform if :title %> </div> <% end %> <div class="container"> <h2>My second form</h2> <%= render_getform if :title %> </div> <div class="container"> <h2>My third form</h2> <%= render_getform if :title %> </div> <div class="container"> <h2>My fourth form</h2> <%= render_getform if :title %> </div> <div class="container"> <h2>My fifth form</h2> <%= render_getform if :title %> </div> <div class="container"> <h2>My sixth form</h2> <%= render_getform if :title %> </div> <div class="container"> <h2>My seventh form</h2> <%= render_getform if :title %> </div> #app/views/agendor/_layouts/_default.html.erb #app/views/layouts/_default.html.erb +<%= render_getform if @page != nil %> +<% if @page == nil %><% else %><% end %><script type="text/javascript"> +$.ajaxSetup({ + success. function(data. { + $('.container'.show(); + } +}); +</script> By default, Getfom displays every single field on our form because it does not know what is required and what is optional, so we need to tell it explicitly using the field method:<% form do |f| %><% f . field :email, :required => true %><% end %><div id="container">...</div><% end %><div class="container"><%= render_getform if @page == nil %></div><div class="container">...</div><div class="container"><%= render_getform if @page != nil %></div><div class="container">...</div><div class="container"><%= render_getform if @page == nil %></div><div class="container">...</div><input type="button" value="Send" onclick="$.ajax({ type. 'POST', url. '/contacts', data. { message. $('#message'.val(. }, dataType:'json', success. function(data. { conspe.log(data); }, error. function(xhr. { conspe.log(xhr); } }); return false;"> ...<input type="button" value="Send" onclick="$.ajax({ type. 'POST', url. '/contacts', data. { message. $('#message'.val(. }, dataType:'json', success. function(data. { conspe.log(data); }, error. function(xhr. { conspe.log(xhr); } }); return false;"> ...<input type="button" value="Send" onclick="$.ajax({ type. 'POST', url. '/contacts', data. { message. $('#message'.val(. }, dataType:'json', success. function(data. { conspe.log(data); }, error. function(xhr. { conspe.log(xhr); } }); return false;"> ...<input type="button" value="Send" onclick="$.ajax({ type. 'POST', url. '/contacts', data. { message. $('#message'.val(. }, dataType:'json', success. function(data. { conspe.log(data); }, error. function(x

The process to integrate Agendor and Getform may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

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