• MODX.com

    296 downloads

MODX to Nutshell CRM

MODX to Nutshell CRM is an extra by sterc, first released on 2018-05-07.

Package Description

Now you can easily integrate your MODX FormIt forms with Nutshell, via the MODX to Nutshell CRM extra. Using the Nutshell API, the MODX to Nutshell CRM extra adds a custom hook you can add to your FormIt forms and generates leads, people and companies in your Nutshell environment based on your form fields.

Features

  • Checks for existing People and Companies, based on form fields
  • Automatically adds a new Nutshell contact (People), using email address and name from your FormIt form.
  • Adds a new Company and attaches it to the contact.
  • Creates a lead with a lead note based on your form fields.

Configuration

To use the MODX to Nutshell CRM hook, you have to supply a username and API key. This can be configured with system settings or FormIt parameters:

System settings

  • nutshellmodx.apikey
  • nutshellmodx.username
  • nutshellmodx.use_existing_contact
  • nutshellmodx.create_account

FormIt parameters

  • nutshellUsername (optional, defaults to system setting) nutshellApikey (optional, defaults to system setting)
  • nutshellFields (required)

Nutshell API key

The Nutshell API key can be generated in your Nutshell environment: go to Setup > Third party > API keys.

Issues and feature requests

You can post issues and feature request at Github: https://github.com/Sterc/nutshellmodx

Usage/Installation Instructions

Install the package via the MODX package installer.

Details

Developer(s)
sterc
Released
2018-05-07
First seen
2018-05-07
License
GPLv2
Supported databases
MySQL
Minimum MODX Requirement
2.5

MODX to Nutshell CRM Releases

Vendor Signature Released on
MODX.com 1.0.1-pl 2018-05-07 (4 months ago)
MODX.com 1.0.0-pl 2017-12-21 (8 months ago)

We've also seen 1 unverified versions of MODX to Nutshell CRM in use, but don't list those as we've been unable of confirming they are official releases from an official source.