Integrations (with Zapier, IFTTT, etc)

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    • #2132
      benhelps
      Participant

      CRM is a great tool to see built in to a site/platform that would be behind many a company’s website, however CRM without the ability to interact with other systems (ecomm sites, accounting, inventory, fulfillment, mailout system) is hamstrung.

      While it would be crazy to try writing integrations with all the major players, simply adding integration with Zapier or IFTTT for general data sync, should allow such integrations, shouldn’t it?
      (e.g. WP-ERP -> Zapier/IFTTT -> other Woocommerce/Magento/MYOB/QBO/Unleashed/Mailchimp/etc)

      • This topic was modified 6 years, 3 months ago by benhelps.
    • #2582
      dalereardon
      Participant

      Any thoughts or prospect of this happening from the developers?

      Dale.
      https://mydisabilitymatters.com.au

    • #31421
      Matthew Wragg
      Participant

      Hi

      Yes I agree.
      While ERP has the ability to add a workflow with the workflow addon, Zapier is far more flexible and inter software capable.
      Is Zapier a future addon idea?

    • #32081
      Jay
      Participant

      Hello All,

      At this moment, WPERP doesn’t have integration with the Zapier at this moment. However, I have noted it on our feature request log, we may consider adding this in the future if we get a similar request a few more.

      Thanks for your understanding 🙂

      Regards,

    • #32082
      Matthew Wragg
      Participant

      This would be a game changer for WPERP I would think.
      It’s been requested many times over and I would certainly pay for the integration.
      It would help me build a rudamentary application by using WPERP.

      Thanks

    • #36289
      Jay
      Participant

      Hello @Matthew,

      We are Researching about the integration between WPERP and Zapier. It would be very good if you can send us some ideas you have to [email protected]. You can write it here as well 🙂

      Special tags; @benhelps and @dalereardon

      Thanks

    • #36638
      Matthew Wragg
      Participant

      Hi Mehedi

      Apologies for the late reply, I’ve been busy.

      Its great that you’re thinking of putting together a Zapier integration. I think that the WP suit of products are great and certainly enable a business owner like myself to put together a robust platform to assist my business.

      Out of the Box WPERP CRM, HR and Finance are exactly that. Three utilities that will help you with Customers, Employees and Your Finances. But a true ERP system needs to be flexible to encompass that and much much more.
      If you take my business for example, we use the CRM element to manage part of our client product, it is in no way in that form a true CRM, but instead a database manager for people in other businesses.
      For me to add flexibility, scalability and automation, I would like both the CRM and HR elements to talk, with the respective addons to then also play an integral part of my bespoke solution that we then sell to our clients.

      I think your question although potentially complicated, is simply one that could be easily address by allowing webhooks into and out of the data in both the CRM and HR component. I can’t speak for the Finance element as I do not use this. But for me WPERP would be seriously powerful if HR and CRM could talk and then with CRM fields, allow it to drive other data to and from the CRM management module.

      On a smaller note, I think the ability to add other Life Stage classifications would be great!
      I’ve tried to play with the database with this, but I think it is a .PHP element.

      Thanks Matt

    • #36800
      Jay
      Participant

      Hello @Matt,

      Thanks for getting back 🙂

      Hmm, I understand and I can feel your needs. This is why I have personally requested our Project Manager to consider the Zapier integration after hearing from you, @benhelps and @dalereardon.

      As WPERP was created to make users life easier and your company operation automated, we are constantly working to build it as the users want. So, user requirements are the high priority to us 🙂

      Anyway, we are analyzing the possibilities with Zapier and the available Zapier apps. After completing the R&D, we’ll create a mockup and then we’ll go for development.

      Really appreciate your love on WPERP. I hope you’ll be with us and cooperate to make the WPERP an advanced ERP system 🙂

      Thanks again

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