Categories
Integrations

Forms – Lime-CRM Integration documentation

Head over to the integration documentation site to read more about the many possibilities for integrations with Lime-CRM and learn how to set it up in your Lime Forms environment.

Categories
Advanced Field Types Integrations

API search field (with suggestions)

This field type will make a GET-call to a specified URL. To then use values ​​returned from the call to fill in fields in the form, it is required that the field has its name set to http_ + a key from the response, e.g. http_user.name. The field will then be filled in with the value of the key.

In the Settings for the field you can choose how many fields (parameters) are needed for the search. When you then choose which URL to search for, you can access the values from the added fields by entering the field parameter name enclosed by { }, for example {example}.

You can also choose values from other added fields by entering the field’s name within { }. If a field is found, the parameter will be replaced with the value of the found field.

You can also get search suggestions that match the entered value presented automatically in the search field.

Categories
Advanced Field Types Integrations

API search field

This field type will make a GET-call to a specified URL. To then use values ​​returned from the call to fill in fields in the form, it is required that the field has its name set to http_ + a key from the response, e.g. http_user.name. The field will then be filled in with the value of the key.

In the Settings for the field you can choose how many fields (parameters) are needed for the search. When you then choose which URL to search for, you can access the values from the added fields by entering the field parameter name enclosed by { }, for example {example}.

You can also choose values from other added fields by entering the field’s name within { }. If a field is found, the parameter will be replaced with the value of the found field.

You can also get search suggestions that match the entered value presented automatically in the search field.

Categories
Actions Advanced Integrations

Create a Lime Case

Contact Lime Gävle to get started with forms integrated with your Lime CRM environment.

Other available Actions for your forms:

Categories
Actions Advanced Integrations

Webhook

Putting a custom webhook as Action on your form means that when someone completes the form, a POST call will be made to the specified URL with the form’s data sent as JSON.

In other words, webhooks are a useful way to get data sent to an external system in near real time. Thus, with webhooks you can build integrations with other systems to get even more functionality via your forms.

The call will be server-side, if you want to secure your endpoint, it is possible to enter a key which will then be sent with the call under the name simpliform_auth and can then be validated on the receiving side.

Other available Actions for your forms:

Categories
Actions Advanced Get Started Guides Integrations

Actions

What will happen when a form is filled in and the user clicks on Send we have chosen to call Actions.

For your forms you can choose from four different Actions:

If you, as a customer, want customized Actions for your form, you are more than welcome to contact us with your wishes!

For your forms you can choose to have multiple Actions if needed.

For example, it could be that a confirmation email goes out to the user who completed the form, while at the same time an email is sent to the company customer service alerting them that a user just completed the form.

Automating predictable processes

If you can identify predictable processes that forces the user to take unnecessary detours through customer service before ending up in your internal systems, there are a lot of time and energy to be saved if you can make theses processes digitally with smart integrated forms.

This is made possible through the ActionCreate a Lime Case“, which lets users handle errands through forms placed on your website writing data directly to your Lime CRM, signed and ready with BankID and receipt.

Webhook

Putting a Webhook as Action on your form means that when someone completes the form, a POST call will be made to the specified URL with the form’s data sent as JSON.

In other words, webhooks are a useful way to get data sent to an external system in near real time. Thus, with webhooks you can build integrations with other systems to get even more functionality via your forms.

The call will be server-side, if you want to secure your endpoint, it is possible to enter a key which will then be sent with the call under the name simpliform_auth and can then be validated on the receiving side.