Fields Available to Send to Zapier

Table of Contents

When you connect your WP-CRM System to send data to Zapier, you should have an idea of the fields that are available to you before you get started. 

The short answer to which fields are available is: all of the default fields, all of the custom fields (created with the Custom Fields extension), and categories get included. 

The longer answer will depend on which type of record you are working with. We’ll break out each record type below:

Contacts #

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • Name prefix (Mr, Mrs, etc.)
  • First name
  • Last name
  • Organization name
  • Role in the organization
  • Website URL
  • Phone number
  • Mobile phone number
  • Address 1
  • Address 2
  • City
  • State
  • Postal code
  • Country
  • Email
  • Fax number
  • Additional information
  • Any custom fields associated with contacts

Organizations #

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • The organization’s name
  • Phone number
  • Email
  • Website URL
  • Address 1
  • Address 2
  • City
  • State
  • Postal code
  • Country
  • Additional information
  • Any custom fields associated with organizations

Projects #

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • The project’s name
  • Project value
  • Close date (formatted according to your website’s date settings)
  • Status
  • Progress
  • Organization name attached to the project
  • Contact name attached to the project
  • Contact’s email address
  • WP-CRM System user assigned to the project (user account’s display name)
  • Email for the WP-CRM System user assigned to the project (user account’s email address)
  • Additional information
  • Any custom fields associated with projects

Tasks #

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • The task’s name
  • Organization name attached to the task
  • Contact name attached to the task
  • Contact’s email address
  • Project the task is attached to
  • WP-CRM System user assigned to the task (user account’s display name)
  • Email for the WP-CRM System user assigned to the task (user account’s email address)
  • Start date (formatted according to your website’s date settings)
  • Due date (formatted according to your website’s date settings)
  • Progress
  • Priority
  • Status
  • Additional information
  • Any custom fields associated with tasks

Opportunities #

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • The opportunity name
  • Organization name attached to the opportunity
  • Contact name attached to the opportunity
  • Contact’s email address
  • Campaign name attached to the opportunity
  • WP-CRM System user assigned to the opportunity (user account’s display name)
  • Email for the WP-CRM System user assigned to the opportunity (user account’s email address)
  • Probability of winning
  • Close date (formatted according to your website’s date settings)
  • Value of the opportunity
  • Won/Lost status
  • Additional information
  • Any custom fields associated with opportunities

Campaigns #

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • The campaign’s title
  • Active status
  • WP-CRM System user assigned to the campaign (user account’s display name)
  • Email for the WP-CRM System user assigned to the campaign (user account’s email address)
  • Status
  • Start date (formatted according to your website’s date settings)
  • End date (formatted according to your website’s date settings)
  • Projected reach
  • Responses
  • Budgeted cost
  • Actual cost
  • Organization name attached to the campaign
  • Contact name attached to the campaign
  • Contact’s email address
  • Additional information
  • Any custom fields associated with campaigns

Invoices #

Note: This requires our invoicing extension to be installed and active in order to use.

  • ID number (usually found in the address bar http://yoursite.com/wp-admin/post.php?post=5093&action=edit when editing a record)
  • The link to edit the record
  • A comma separated list of the categories the record is assigned to
  • The invoice’s title
  • Invoice number
  • PO number
  • Paid/unpaid status
  • Organization name attached to the invoice
  • Contact name attached to the invoice
  • Contact’s email address
  • Project name attached to the invoice
  • Currency the invoice is in
  • Invoice date (formatted according to your website’s date settings)
  • Invoice due date (formatted according to your website’s date settings)
  • Number of line items
  • Tax amount
  • Invoice total
  • Terms and conditions
  • Note to customer
  • For each individual line item:
    • Line item name
    • Line item description
    • Line item quantity
    • Line item price

Need More Data? #

We’ve provided a lot of information for you to work with, but it is possible that you may need more. Perhaps you need to get the website for the organization that a contact works for, or some other obscure piece of information. Or maybe you’ve coded your own custom fields and need to access those as well. For each record type, we’ve provided a filter that you (or a developer) can use to code your own set of data. Those filter names are:

  • wpcrm_system_zapier_contact_data_filter
  • wpcrm_system_zapier_organization_data_filter
  • wpcrm_system_zapier_project_data_filter
  • wpcrm_system_zapier_task_data_filter
  • wpcrm_system_zapier_opportunity_data_filter
  • wpcrm_system_zapier_campaign_data_filter
  • wpcrm_system_zapier_invoice_data_filter

Each filter is passed the data mentioned above, as well as the post ID of the record that is being sent to your Zap. Here is an example of how you might use one of these filters: 

add_filter( 'wpcrm_system_zapier_contact_data_filter', 'get_contacts_company_url' );
function get_contacts_company_url( $data, $post_id ){
    // get the organization's ID number
    $org_id = get_post_meta( $post_id, '_wpcrm_contact-attach-to-organization', true );
    // retrieve the organization's website URL and add to the $data array
    $data['orgurl'] = get_post_meta( $org_id, '_wpcrm_organization-website', true );
    // return $data
    return $data;
}
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