GiveWP Donor to Zoho Creator Integration

Supported sources and Zoho apps

FormBridge for Zoho connects these WordPress sources with your Zoho apps. This page follows the GiveWP Donor to Zoho Creator route from start to finish.

Before you start

• GiveWP is installed and activated.
• You’ve created at least one donation form, so donors can give.
• FormBridge for Zoho Pro is installed and your licence is active.
• The Creator application and the form that should receive the data already exist, and your WordPress form collects the values its mandatory fields need.
• Your Zoho account is authorised for Zoho Creator under FormBridge for Zoho → Connections. If it isn’t, follow the guide to creating a Zoho connection.

How to connect GiveWP Donor to Zoho Creator

12 steps, from creating the feed to a live donor record reaching Zoho Creator.

Steps 1–4 · Trigger and details

1. Step 1: Create a new integration feed

   FormBridge for Zoho › All Feeds

   In your WordPress dashboard, open FormBridge for Zoho, click All Feeds, then click + Add New Feed.

   

2. Step 2: Select GiveWP as the trigger

   New feed › Trigger app

   From the list of trigger apps, select GiveWP. The feed will now run on your donation data instead of a form.

   

3. Step 3: Enter a feed title

   Name this feed › Feed title

   On the Name this feed screen, enter the required information. In the Feed title field, enter a name of your choice.

   

4. Step 4: Select your form

   New feed › Form

   From the provided dropdown menu, select the Form you want to connect with FormBridge for Zoho. For example, select GiveWP Donor, then click Continue.

   Each feed sends data to a single Zoho app. To send the same donors to a second app, create another feed.

   One feed, one destination

   Each feed sends data to a single Zoho app. To send the same donors to a second app, create another feed.

   

Steps 5–12 · Destination and mapping

5. Step 5: Select your account

   Destination › Account

   On the Destination step, open the Account dropdown and choose the Zoho account you authorised under FormBridge for Zoho → Connections. Records are created in this account.

   No account in the list?

   Use Connect account at the top of the panel, or create the connection first and return to the feed. Learn how to create a Zoho connection.

   

6. Step 6: Select Zoho Creator as the Zoho app

   Destination › Zoho app

   Open the Zoho app dropdown and select Zoho Creator. The dropdown lists every app your account is authorised for.

   Zoho Creator not in the list?

   The connection must include Zoho Creator. Open FormBridge for Zoho → Connections, choose Edit access for the account, tick Zoho Creator and reauthorise. Zoho grants only the permissions asked for when a connection is made.

   

7. Step 7: Select the Creator application

   Destination › Organization

   From the Organization dropdown, choose the Zoho Creator application that should receive the data. The list shows each application with its workspace in brackets, such as Test Limon (techwavesolutions), and it loads from your own Creator account.

   Pick the right one before going further, because the next dropdown lists only the forms inside the application you choose here.

   

8. Step 8: Select the form and what it should do

   Destination › Module

   From the Module dropdown, choose the Creator form that should receive the submission. Each form appears twice, once for each action:

   • Form “…”: add a record — always creates a new record.
   • Form “…”: find, then update or create — looks for a matching record first and updates it, and creates one only when nothing matches.

   So a form named Patient Info gives you Form “Patient Info”: add a record and Form “Patient Info”: find, then update or create. Use the reload button beside the dropdown if a form you just built in Creator isn’t listed yet.

   

9. Step 9: Configure duplicate handling

   Destination › Duplicate handling

   Under Duplicate handling, tick Update the matching Zoho record instead of creating a duplicate if an existing record should be updated rather than a second one created. Then click Continue.

   

10. Step 10: Map your form fields

    Mapping › Field mapping

    On the Mapping step, give each Creator field a form field. Both lists load on their own: the Creator fields come from the form you chose, and the WordPress fields from your own form.

    Match them by what they hold, not by name: your form’s Name field can go to Creator’s Patient Name, and a Number field to Phone. Click Remove to drop a row you don’t need.

    

11. Step 11: Send fixed values and add more rows

    Mapping › Static value

    Click + Add mapping row to send more fields. To send the same value on every submission, set Source to Static value: the form field column greys out and you type the value in the Static value box instead — a fixed address or city, for example.

    

12. Step 12: Set conditions and create the feed

    Mapping › Conditional logic and Create feed

    Conditional logic lets a feed send only the submissions you want. Turn on Only send when the conditions below match, then build your rules: conditions inside a group must all match, and a record passes if it matches any one group. While the switch is off the feed sends every record it receives, and any rules you have written are kept but not applied.

    Read the full conditional logic guide →

    When the mapping is ready, click Create feed. The feed starts listening to the selected form straight away, so submit the real form once to confirm the whole flow.

    

    Delivery logs

    Every delivery, successful or failed, is recorded under FormBridge for Zoho → Logs. Failed deliveries can be sent again with Resubmit.

Verify the integration

1. Submit the real form using values you can recognise.
2. Check the log under FormBridge for Zoho → Logs and confirm the delivery succeeded.
3. Find the record in the Creator application and form you selected.
4. Check the values, including any static values.
5. Submit the same details again. With find, then update or create and duplicate handling on, the existing record should update rather than appear twice.

Troubleshooting

Pick the symptom you’re seeing to get the fix.

Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.

Frequently asked questions

Related guides

Setting this up with a different trigger or a different Zoho app? Start from the matching guide.

• Create a Zoho connection
• All FormBridge triggers
• Zoho CRM action guide
• Zoho Books action guide
• Zoho Bigin action guide
• Zoho Desk action guide
• Zoho Campaigns action guide
• Zoho Marketing Automation action guide

Still stuck? Email the failed entry from the Logs screen to support@techwavesolutions.net.