Custom Meta

  • Hello, I’ve had some success with using this integration so far. I’ve also tried the integrations for Caldera, Formidable, and WP Forms, and could not get those to work. However, one of my problems is that there are certain fields that are not listed that I’d like to merge into the “Leads” Client record. One of those would be the phone number submitted on the contact form. I saw at the bottom of Ninja Forms, Email & Actions, Advanced, a “Custom Meta” option but wasn’t clear on how to use it from the documentation. It was my hope that I could use a meta key from the Lead fields such as “sa_metabox_phone” and populate it with the meta value {field:phone_1583269353928} from Ninja. But it didn’t work. Is there anyway I can grab more information from the form fields to populate more fields on the Leads?

Viewing 5 replies - 1 through 5 (of 5 total)

  • Hi I must say that I am experiencing similar issues with Ninja and Sprout Integration. I have found the fields to be very sensitive when linking them through the Email & Actions create Estimate or Invoices. In the sprout video, it says we need to train sprout invoices on how to recognize the ninja fields. I have tried many different ways to get sprout to recognize the fields like First Name, Last Name etc, however, have only been successful in pulling through Invoice number using a short code, Business Name and single calculation on a single line item. This dispite selecting the correct filed names in the sprout list. After setting up the Calculation in Advanced section of Ninja I was hoping that multiple calculated fields would populate the form displaying each line item and presenting a total however have been unable to do this as Sprout integration only allows you to select the name of one line item and not multiple line items. I am getting very frustrated by the slow and low level of support by sprout even though I paid for their pro version, I really would have expected more. I have also tried using the Meta Data to link field data as you have but have been unsuccessful. I have resorted to setting up Zapier in the hope that I could finally pull these fields through however have hit a roadblock as sprout Invoices is not communicating correctly with Zapier. I have also sent numerous requests for support to sprout which I find very poor, with my last request about Zapier 3 days Ago. I did receive an answer to say that they would test it out on their side to see what the problem is but “no-name” sprout support has yet to come back to me. This has been going on for weeks and I find that, what was supposed to be a simple process as advertised in their videos has become a nightmare. It would be nice if sprout could offer a level of service to their paying clients to at least access my WordPress to problem solve the issue. What makes it worse is that Ninja forms punt companies like this as a great solution. On the flip side, I do find that the ability to create a great workflow to invoicing would be a great solution and from the bits and pieces, I have managed to trigger really look good. It would be great to get some finalization on this and if Sprout could come to top the party. @dancameron

    • This reply was modified 4 years, 8 months ago by Mike.
    Thread Starter symbi0tic

    (@symbi0tic)

    Yeah, I really wanted to go with Sprout, it is the most developed Invoicing plugin with the best GUI/features/etc. for the most part but I couldn’t get any of the integrations to work except for Ninja Forms (except for not including all of the fields I need). I think what happened, if I had to guess, is that it worked at the time it came out but after updates to the various forms, and perhaps Sprout itself that the integration is now defunct. I ended up going with Sliced Invoices. The integration with CF7 is free and it works. There is also an integration with Gravity Forms but Gravity Forms is not free. So I don’t know if it works or not. Can’t speak for support there but things seem to work for the most part. You just need to follow the instructions carefully. Like when it says to include the sliced_title field you have to do that or it won’t create a quote/invoice. And if your quote/invoice doesn’t have a title the page will be a 404. But as I’ve learned to use it I’ve found that it works at least. Perhaps someday I’ll revisit Sprout, as that was my first choice but I’m going with Sliced Invoices for now. And I also like that there business model isn’t like “pay yearly/monthly” but the plugin itself is free, and you can just add on whichever extension you once which are a one time cost. I’ll probably start getting some of those at some point. Like $30 or less on average too. Anyways, good luck with that, really wish the integrations would have worked. The formidable forms one was really cool and simple to use but just did not work.

    Thanks for your great feedback and insight. I have written to sprout and am hoping they will help resolve this issue. If not I’ll be moving on and have to ask for a refund as I have paid for their pro version. In the meantime, I’ll start having a look at what you have suggested.

    Thread Starter symbi0tic

    (@symbi0tic)

    No problem, and just want to mention again, nothing against Sprout, I think it’s an awesome plugin and suite of tools. I just could not get it to work in my situation. At least with the free plugins/tools/integrations. I like Sprout and it was my first choice, just couldn’t get it to work how I wanted.

    Ok Ninja forms service has been great, and finally, I received an answer from Sprout. The outcome is that they need to check with developers of code to see if multiple line items can be used. I wait in bated breath. ??

    • This reply was modified 4 years, 8 months ago by Mike.
    • This reply was modified 4 years, 8 months ago by Mike.
Viewing 5 replies - 1 through 5 (of 5 total)
  • The topic ‘Custom Meta’ is closed to new replies.