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Integrating Wild Apricot forms with aNinja

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Integrating Wild Apricot forms with aNinja involves capturing lead data from the Wild Apricot form immediately after form submission and forwarding it to aNinja.

This can be done using Webhooks, which are automated messages sent from one application to another.

Here is a step-by-step guide to integrating Wild Apricot forms with aNinja using Webhooks:

Set up a Webhook in Wild Apricot

This involves creating a custom Webhook that sends the lead data to the custom endpoint URL in aNinja.

To add a webhook to your Wild Apricot account, follow these steps:

  • First, log in to your Wild Apricot account
  • On the left sidebar, click the Settings menu
  • And, select the Webhooks option (under Integration).
    • If you can’t see Integration under Settings, check under Apps.

  • On the Webhooks screen, click Add webhook.

  • After that, on the screen that appears, enter a title for your webhook, and paste the following URL.
  • TODO ADD URL

Authorization settings

Within the Authorization settings, click on “None”. No authorization credentials will be included in the call request.

Notification type(s)

Within the Notification type(s) section, choose the kinds of changes that will trigger notifications to be sent to the external service.

The table below lists the changes that will trigger notifications for each notification type.

Type
Triggers
Contact
  • Any change to any tab of the contact details for any contact
  • Any change to common field settings
Event Any change to event settings except:

  • Changes to registration form and types
  • Changes to event email settings or templates
Event registration Any change to event registration details for any registrant, including:

  • New registration
  • Canceled registration
  • RSVP response
Invoice Any change to any invoice, including:

  • New invoice
  • Modified invoice
  • Deleted invoice
  • Voided invoice
Logged email
  • An email is added to the email log
Membership
  • Any change to the membership settings for any member
  • Any change to membership field settings
  • Changes to membership level settings will not trigger notification
Membership level
  • Any change to settings for an existing membership level
  • New level created
  • Existing level deleted
Membership renewal
  • Existing membership renewed
Payment Any change to any payment, including:

  • New payment
  • Adjusted payment
  • Canceled payment
Refund Any change to any refund, including:

  • New refund
  • Adjusted refund
  • Canceled refund

 

Test the webhook
  • To test your webhook, click the Test webhook button within the Test your webhook section.
  • Once the test is complete, the test call status will be displayed. You can then click the View details link to view the test call request and response.
  • Once you are ready to enable your webhook, click the Allow webhook toggle so that it appears blue.

  • Lastly, click the Save button to save your changes and enable your webhook.

Where does the imported data appear

After the integration, you can search your aNinja CRM for the imported leads. You can also search for any custom field, opportunities, and any other info that you have imported.

  • Lead’s contact appear in the leads contact section in the lead view
  • Opportunities also appear in the opportunity section in the lead view
  • The company’s info appears on the top left of the lead view, in the Company section.
  • Custom fields appear in the custom field section of the lead view as well.
  • Lead Search is a field that also appears in the bottom left of the lead view. Specifically, these are info/links on the lead or the organization found in Google search.

Need help in integrating Wild Apricot forms with aNinja? Leave us an email at support@aninja.com. And, we will happily assist you!

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