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How to Connect WordPress to Integrately: Step by Step
Are you wondering how to connect WordPress to Integrately? You’re in the right place.
Integrately is a no-code automation platform that can connect your favorite apps and automate your manual tasks. Connecting WordPress to Integrately will open multiple automation opportunities. You can easily connect core WordPress and your plugins to 700+ web apps to automate your non-WordPress tasks.
Here are some use cases for connecting WordPress and Integrately:
- Share new blog posts on Reddit
- Add contact to MailerLite, AWeber, Constant Contact, or ConvertKit when someone purchases a product from your WooCommerce or Easy Digital Downloads store
- Create new tasks on Trello, Todoist, or Asana when someone submits a form (built using WPForms, Formidable Forms, Gravity Forms, Contact Form 7, or Ninja Forms)
- Post a new pin on Pinterest when a new blog post is published on your WordPress site
In this article, you’ll learn the step-by-step process of connecting WordPress and Integrately with the help of an example. Let’s dive in.
How to Connect WordPress and Integrately
Uncanny Automator is the tool that can connect WordPress to Integrately. It is a powerful automation plugin for WordPress that can connect WordPress plugins, WordPress sites, and 3rd-party web apps.
To connect WordPress and Integrately, Uncanny Automator will use the power of webhooks. This way, you can easily pass data between your WordPress site and Integrately.
With that said, let’s get started with the tutorial – create a new subscriber in MailerLite when someone purchases a product from your WooCommerce store.
Step 1: Create an Automation in Integrately
The first step is to create an automation in Integrately for getting the webhook URL. We’ll need the webhook URL to send data from our WordPress site to Integrately.
To get started, you need to log in to your Integrately account. If you don’t have an account, you can create a new account and try it out for free.
After logging into your account, you’ll have to choose 2 or more apps to create an automation in Integrately. In our case, we want to receive data from Uncanny Automator and pass it to MailerLite. So, first of all, you need to search and select the Uncanny Automator app:
Next, you need to select MailerLite as the second app.
After that, you’ll have to choose a trigger and an action for the automation. Go ahead to select “Data is sent to webhook in Uncanny Automator” as the trigger and “Create subscriber in MailerLite” as the action.
Once done, you need to click on the Go button for processing your automation request.
Integrately will now show you a webhook URL. You can click on the Copy button to copy this URL. We’ll use it in the next step.
Note: Make sure you keep this tab open on your web browser as we’ll return to this page to complete the automation process.
Step 2: Create a Recipe in Uncanny Automator
Now that you’ve got the webhook URL from Integrately, you need to open a new tab in your web browser and log in to your WordPress admin area. Here you’ll have to create a new recipe in Uncanny Automator with the following trigger and action:
- Someone purchases a product in WooCommerce (trigger)
- Send the data to the Integrately webhook (action)
To create a new recipe, you need to head over to Automator -> Add new from the left sidebar of your admin panel.
Next, you’ll have to select a recipe type for your recipe. Let’s choose Everyone as the recipe type and click on Confirm. That means the recipe can be triggered by logged-in users and logged-out users (or guests).
Note that you’ll need Uncanny Automator Pro if you select Everyone as the recipe type. You can also follow this tutorial if you select Logged-in users as the steps will mostly remain the same.
Before proceeding to the next step, you can also add a recipe name for future reference.
A. Set Up the Trigger
It’s time to configure the trigger for our recipe. To do that, you need to select WooCommerce under Select an integration:
Next, you’ll have to select “A guest completes, pays for, lands on a thank you page for an order with a product” from the list of trigger options.
After that, you should choose “lands on a thank you page for” as the Trigger condition and click on Save.
Finally, you need to select a specific product (or you can use Any Product) from the Product dropdown. Once done, click on the Save button to complete the trigger configuration process.
B. Set Up the Action
After setting up the trigger, let’s configure the action for our recipe.
First, you need to click on the Add action button to see the list of available integrations. Next, you should select Integrately under Select an integration:
Now you’ll have to select the option that says – “Send data to Integrately webhook”:
Selecting that option will open up a number of fields. Let’s configure the important fields now.
First, you should enter the webhook URL (that you’ve copied in the previous step) in the URL field. You can also visit the Integrately tab on your web browser to get the webhook URL.
You can keep the Headers and Request method fields unchanged.
Next, you’ll have to configure the Body part. It is the most important part of this action as it allows you to send data from your WordPress site to Integrately.
Note that you’ll have to organize the data in Key and Value pairs to pass data between WordPress and Integrately. Here key represents the data’s label and the value is the dynamic content in the form of tokens.
Let’s say you want to send the email address of the user to Integrately. So you can add email_address to the Key field. Then, in the Value field, you need to click on the Asterisks icon to add the Billing email token to that field.
Similarly, you can add first_name to the Key field and the Billing first name token to the Value field. You may add more Key/Value pairs by clicking on the Add pair button.
Finally, you need to click on the Save button to make this action live.
C. Publish the Recipe
After configuring the trigger and the action, you should make your recipe live. To do that, you’ll have to change the toggle option, present in the Recipe box, from Draft to Live.
That’s it! Your recipe is live now. That means Uncanny Automator will send data (in Key/Value pairs) to Integrately whenever someone purchases a product from your WooCommerce store.
Step 3: Send Dummy Data to Integrately
The next step is to send dummy data from your WordPress site to Integrately. It’ll help Integrately to determine the data structure of the incoming data.
To do that, first, you need to head over to Products -> All Products from the left sidebar of your WordPress admin panel. Next, hover your mouse cursor over the product (selected in Step 2 A) and click on View. Finally, you need to complete a purchase using some dummy data.
Step 4: Complete the Automation Process in Integrately
Let’s go to the Integrately tab on our web browser now to complete the Automation process.
First, you need to click on the “I have set this URL in Uncanny Automator” button. Next, Integrately will ask for a test record from Uncanny Automator. Since you’ve already sent dummy data in Step 3, you need to click on Done. Check if received.
Next, you’ll have to connect your MailerLite account to Integrately. To do that, you need to get the API Key from your MailerLite account (Integrations -> Developer API). Then, you need to enter the API Key and click on Continue.
Once MailerLite is connected to Integrately, you’ll be asked to select a MailerLite group.
Next, you’ll see a success message that the automation is ready. However, we need to test and activate the automation to make it live. So click on No to proceed (since we don’t want to add any other conditions or apps).
Now you’ll see your dummy data added to the required fields. If you want to make any changes to any field, you can click on that field to modify it. Once done, you need to click on Test & Activate to complete the process.
If the validation test is successful, you’ll see a success message.
Congratulations! You’ve connected your WordPress site to Integrately. From now on, whenever someone purchases a product from your WooCommerce store, their email and first name will be stored in your MailerLite account.
As you can see, Uncanny Automator makes it easy to send data from WordPress to Integrately. However, the above tutorial was just a starting point. You can connect 80+ WordPress plugins to Integrately and easily automate your non-WordPress tasks. Also, you can add multiple triggers and actions to any recipe to create complex workflows.
You can also receive data from Integrately to your WordPress site. The steps are mostly the same but in reverse order. However, you’ll have to use the premium version of Uncanny Automator for creating such workflows.
If you’ve any questions on how to connect WordPress to Integrately, please feel free to comment below. Also, don’t forget to share this tutorial on Twitter and Facebook.
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