Auth against a 3rd party source (my CRM)

  • Resolved asbell

    (@asbell)


    6 years, 8 months ago

    Can your plugin refer all Auth requests to api calls against a CRM?
    1) Some business rule triggers and visitor is prompted to authenticate
    2) Visitor is prompted for an email and submits
    3) Check if it exists in the CRM
    4) If not prompt to create acct (submits to CRM)
    5) If dont remember password retrieve/regenerate (via CRM)

    My expectation is that you have the steps already mapped out and its just a question of where it selects, inserts, or updates the Auth data. Also can we reduce friction by just asking for email, unless accessing preferences where they will have to generate or submit a password? Where will business rules be, how will they be organized and how will it prioritize trigger rules?

Viewing 4 replies - 1 through 4 (of 4 total)
  • Plugin Author miniOrange

    (@cyberlord92)

    Hi,

    Thanks for reaching out.

    Yes. Our plugin supports standard WordPress triggers or hooks like on user login with OAuth.

    Can you give us more details for what business rule triggers you are looking for, also please send email to [email protected] so that we can talk.

    Thanks,
    Team miniOrange

    Thread Starter asbell

    (@asbell)

    Thanks. That would be fine. The objective would be to briefly understand and explore if there is an opportunity for you and a solution for me.

    Here is the summary:

    Everyone uses some kind of CRM of some sort
    Everyone gets anonymous interest and leads whether they are paying for it or not
    Many CRM’s (marketing platforms especially) are able to integrate with a website using an included “tag” or “script” such that there is communication and sharing of data between them
    There is a distinct difference between a visitor that has been recognized (“authenticated”) and an anonymous visitor (“unauthenticated”)
    A record of a particular visitor may or may not exist in the CRM
    There needs to be a way to frictionlessly either get an unauthenticated existing user to authenticate, or a nonexisting user to register through a Social Network or through the CRM itself and capture their email. The reason is that we ALL get new leads, and known visitors move between a desktop and their phone where one device has not necessarily been authenticated.
    Its preferable that a visitor go through an email confirmation and taken to a temporary “friendly place” where they are given options including authenticating or going to other parts of the website, rather than just being blocked on a page
    More robust rules could do a better job a determining when, how, and under what conditions to lead a visitor to authenticate

    Plugin Author miniOrange

    (@cyberlord92)

    Hi,

    I understand. So you want the combination of Social SSO, Auto Registration of the users after verifying the identity and rules to specify which URL’s or pages of the website need authentication, right?

    We already support that with our advanced version of the plugin, you can try it out.

    Thanks,
    Team miniOrange

    Plugin Author miniOrange

    (@cyberlord92)

    Also, it will be better to get on a call as your requirements will be hard to setup.

    Please write us on [email protected] so that we can schedule a call.

    Thanks,
    Team miniOrange

Viewing 4 replies - 1 through 4 (of 4 total)
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