We implemented a Deal.AI and so can you!

We setup an AI Suite of Tools in our subscription and it is really cool.  If you click here you can see the way we make the AI Suite of Tools available via our $15/month subscription and how to setup a Chatbot.

You can checkout the Deal.AI Business White Label that we use inside of our subscription via our Affiliate Link with them.  For just under $40/month and then $6/month per user, you can also sell AI.  Deal.AI is really popular right now.

We have a programmer who can do the same subscription management integration for you that she did for us in it’s basics.  You have to decide on the subscription management system and she is somebody who we recommend highly.  Just contact me at James@DocupletionForms.com if you are interested in setting up your own AI Reseller.

You can use a WordPress Subscription from us on your own cPanel on our Server for just $12/month and it comes with a Rackspace Email.  We love this stuff and would love to help you see how what we do has parts that you can really dig in and get into.  Checkout our Instructional Pages by clicking here.

Append Submission Data to URL Forward.

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!

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.

formatting time in 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!

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!

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

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.

Our API is Complete!

This API section of the “Manage Account” Drop-Down Menu is Brand New!  We are finishing our connection with Zapier.com, so currently you can only connect our program with Zapeir via this private invite, but in a short time you will be able to find us on their site.  Simply generate an API key and then enter it into Zapier to connect your forms to Zapier so you can Zap data to 1500+ programs!

28 FREE Addons!

These Addons are all FREE!  We are working on making a set of Instructions for the Addons.  They are 100% FREE!  We are working on adding a CRM and an Automatic Email Series Functionality which are going to be a part of the $5 Monthly Subscription because you will be required to connect the Email Functionality to an outside SMTP (we recommend SendGrid.com) which will cost around $10-$15 Monthly, but it is a normal thing to need in the world of online integration.  After a while we are planning on making the same Email Functionality a part of what will become our $35 Monthly Subscription but with the additional option of using our PowerMTA Server so that you do not need an SMTP Server Subscription.  We will keep you posted as we make progress.

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