Insert Pipefy Form Launcher

Description

Pipefy is a business process management platform that makes work easier and faster for frontline employees in HR, Finance, Marketing and Customer Service, including IT and Help Desk. After setting up the process inside Pipefy the users can turn their form public to receive external requests from everyone with the public link.

By using the Pipefy Public Form you don’t need to configure emails or SMTPs, all the filled forms will create cards inside your process inside the platform. Inside Pipefy you have an awesome form builder to collect all kind of informations from your visitors like: Short text, long text, attachment, checkbox, assignees, date and datetime, due date, labels, email, phone, drop-down select and radio buttons, time, numeric, currency and documents.

With the Form Launcher plugin you can embed this form in a friendly way inside your website and engage visitors with your public form. Just install the WordPress plugin, insert your public form ID and… that’s it.

The plugin will put a Button inside every page you have on the right bottom corner. You can customize the “call to action”, the color and choose between a popup or a full-page form experience.

You will need a Pipefy account. Pipefy provides a free plan with Public Forms by default at https://www.pipefy.com/

Screenshots

  • After the installation the plugin will place a button on every page with an icon.
  • The icon will have a tooltip with the call to action to launch the form.
  • After the user clicking in the button the plugin will call the Pipefy Public Form.
  • In the WordPress tools we can find the settings for the plugin: The Public form code, call to action, color and the full-page experience.

Installation

Installing “Pipefy Form Launcher” can be done either by searching for “Pipefy Form Launcher” via the “Plugins > Add New” screen in your WordPress dashboard, or by using the following steps:

  1. Download the plugin via WordPress.org
  2. Upload the ZIP file through the ‘Plugins > Add New > Upload’ screen in your WordPress dashboard
  3. Activate the plugin through the ‘Plugins’ menu in WordPress
  4. Copy your public form code in Pipefy. Paste it inside WordPress tools settings.
  5. Customize the call to action and color as you wish. And that’s it! You’re ready to go!

FAQ

What is the plugin for?

This plugin was designed to help you embed your Pipefy Public Forms inside WordPress and engage your visitors with beautiful, user-friendly and structured forms.

Reviews

There are no reviews for this plugin.

Contributors & Developers

“Insert Pipefy Form Launcher” is open source software. The following people have contributed to this plugin.

Contributors

Changelog

0.1

  • 2020-05-13
  • Initial release