Add meta data for social media in file manager on cPanel with ClickFunnels HTML file

Capabilities of DocupletionForms

This is a simple little addition to the index.html file which is the .html file downloaded from ClickFunnels (try ClickFunnels for 14-days free via our affiliate link) for any page made inside of ClickFunnels that you would like to make a /pagename added to your WordPress by accessing your cPanel and making a folder name inside your public_html folder.  The folder name ends up being your /pagename.  Just add the 4 og tags at the top. Signup for FREE and then setup a $8/mo. WordPress on cPanel inside by clicking WHMCS in the menu bar, and you can do exactly what we are talking about on this page.

You can checkout our Automation and Integration Training Facebook Page www.Facebook.com/autodocuments if you want to learn more tips and tricks like this.  We post daily.

FREE Training Videos

Uncategorized

Checkout our growing list of videos you can access for FREE!  We purchased a license from a professional group to use their videos on WordPress Security on our site.

Make sure to take a look at our new Training Facebook Page: “Professional Document Automation & Integration Master’s Clinic Workshop” where we post daily content aimed at helping you as a Legal Document Related Industry Professional.

And of course we still have our Main Facebook Page.

Append Submission Data to URL Forward.

Capabilities of DocupletionForms, form builder, integrations

This is a great little article in general about how the GET method of form submission sends form submission data appended to the URL and our URL Forward option in the Confirmation Settings for a form gives you the option to “Append Submission Data to URL”.  The URL that you forward your user to can be a page with .PHP code that will do whatever you program that page to do with the appended data.  It is a best practice to forward only to Encrypted SSL Pages that start with an HTTPS:// rather than just an HTTP:// at the beginning of the web address.  The page on which the form is embedded does not necessarily need to be an HTTPS:// page, but it is always better to use an SSL.

Tray.io embed integrations in the works!

integrations

Working on setting up Tray Embed so that we can connect any programs on the internet for you in basically any connection pattern using Tray Embed.  It is simple, we will connect the two programs via Tray Embed and then give you a simple screen to add in your API from both programs.  It is a step beyond Zapier in that the integrations can be customized further than what most of the programs have made allowable via Zapier and their own API’s.  Read this little publication from Tray.io to see a little bit more.  One of the slated programs is making a connection to Rossum.ai and any number of programs so that you can scan a document or invoice and have the AI on Rossum learn the invoice and turn the image into text via the Rossum OCR.  DocupletionForms may also make a direct integration to Rossum.

QR Codes

Capabilities of DocupletionForms, form builder
Checkout the QR Code Utility for sharing your contact forms.  Simply make a form and then go to the embed or share segment of the form tab and click on the Download QR Code.  You can use a free QR Code Reader on any Android SmartPhone from: https://play.google.com/store/apps/details?id=com.teacapps.barcodescanner to use the QR Code below or a QR Code you create.  This is a QR Code for a tiny contact form I made.  The QR Code will take you to the form link below.  https://docupletionforms.com/formbuilder/forms/my-tiny-contact-form

formatting time in Zapier

Capabilities of DocupletionForms, integrations, zapier
The date time is sent as unix timestamp (integers). This solves the issue related to time zones between 3rd party servers. For example, this is the webhook data that is sent:
{
  “id”: 500,
  “form_id”: 125,
  “form_name”: “TEST Form”,
  “number”: 10,
  “ip”: “”,
  “created_at”: 1610484007,
  “updated_at”: 1610484007,
  “created_by”: 22,
  “updated_by”: 22,
  “status”: null,
  “new”: null,
  “answers”: {
    “Name”: “John”,
    “Email”: “john@example.com“
  },
  “country”: “”,
  “city”: “”,
  “latitude”: “”,
  “longitude”: “”,
  “user_agent”: “Mozilla/5.0 (Windows NT 10.0; Win64; x64) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/87.0.4280.141 Safari/537.36”,
}
Then with Zapier you can use the Format action to convert the unix timestamp value to a date / time format, before send the value to the 3rd party app.
The above Format Step comes between the Trigger and the Action Steps in a Zap.

Conditional Webhooks!

Capabilities of DocupletionForms, Conditional Logic, form builder, integrations, zapier

CONDITIONAL WEBHOOKS!

When somebody enters their information into your form, you can send CONDITIONAL WEBHOOKS to Zapier or anywhere else on the internet based on the conditions that you set.  Depending on how the people who submit your form answer your questions, different triggering webhooks will be sent to Zapier and Zapier will then trigger an action in any of the 2000+ programs as you determine in the Zap inside of your Zapier account.

  • You can ask people if they would like to also be added to your weekly email list when they leave you a contact form and if they click “yes” you can then send a CONDITIONAL WEBHOOK to Zapier to trigger the inclusion of a name and email in the email series program that you use.
  • You can send a CONDITIONAL WEBHOOK to FormStack Documents (formerly WebMerge) that will use the data entered into the form to automatically fill out a document.
  • You can add a contact in Clio.
  • You can add a Loop in DotLoop.
  • The list goes on.  There is no limit to the number of CONDITIONAL WEBHOOKS that you can send.

Zap from DocupletionForms to Slack via Zapier and make a channel message!

Capabilities of DocupletionForms, form builder, integrations, zapier

This is a really cool zap that will allow you to invite the people you want from your team to see the messages submitted via a specific contact form by zapping them to Slack via Zapier and using Slack to invite your Team Members!

1. Make a contact form. 

2. Create a Slack Channel to send messages to.

3. Connect to Zapier.

4. Select your Contact Form in your Zapier.

5. Select your Slack and the Slack Channel.  

6. Boom!  The Zap is done and messages will appear in your Slack.

7. Invite the team members you want to be able to see that Slack Channel.  

Rackspace Microsoft365 Reseller

Capabilities of DocupletionForms, Conditional Logic, form builder, integrations, miscellaneous, RetainerCrypto.Online, Uncategorized

We have added Rackspace’s Microsoft365 Business Partner Reseller Package to our upgraded subscription.  You set everything up inside of the program where it says “WHMCS” at the top of the menu bar.

We made Conditional Webhooks this year and are finishing our automatic document selection and completion utility functionality of the “Merge”

Our WordPress setup is automatic using WHMCS. 

We are finishing adding the CRM, Auto-Email.

After all of that we are finishing our Single Sign-On then our RetainerCrypto.Online Crypto Utility Token.

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