Action Hook Zoho Integration: Send WordPress Data to Zoho

An Action Hook Zoho integration sends data to your Zoho apps whenever a WordPress action runs on your site, with no copying and pasting. With FormBridge for Zoho Pro, any do_action() call can be the trigger: one from your theme, your own code or a plugin that has no built-in trigger. The data it carries goes to Zoho CRM, Zoho Bigin, Zoho Books, Zoho Desk, Zoho Campaigns or Zoho Marketing Automation.

This guide shows how to select Action Hook as the trigger, name your feed, enter the hook name and let FormBridge learn its fields, ready for the Zoho action.

Before you start

Check these before you create the feed.

• FormBridge for Zoho Pro is installed, and its licence is active. The Action Hook trigger is a Pro feature.
• You know the name of the action: the text passed to do_action(), such as my_plugin_order_paid. A plugin’s developer documentation usually lists its actions.
• You can make that action run once, for example by placing a test order or submitting a test form.
• Your Zoho account is connected under FormBridge for Zoho → Connections. See how to create a connection

How to set up Action Hook with FormBridge for Zoho

Follow these four steps to make a WordPress action hook the trigger for your Zoho integration.

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.

   FormBridge for Zoho › All Feeds

   

2. Step 2: Select Action Hook as the trigger

   New feed › Trigger app

   From the list of trigger apps, select Action Hook. You can type Action in the search box to find it quickly. The feed will now run each time the action you name in the next step runs.

   New feed › Trigger app

   

3. Step 3: Enter a feed title and the hook name

   Name this feed › Feed title, Custom hook

   In the Feed title field, enter a name of your choice. Then, in Custom hook (use an add_action hook only), type the action name exactly as your code passes it to do_action(), with no spaces. Names already used on your site are suggested as you type.

   The line under the box now shows Waiting for … to run.

   Name this feed › Custom hook

   

   Pick a hook that fires when something happens

   A hook such as init or wp_loaded runs on every page load, so the feed would send a record on every page load too. Choose an action tied to a real event, like an order being paid or a form being sent.

4. Step 4: Run the action once

   Your site › the task that fires the action

   Keep the feed screen open and make the action run once: place a test order, submit the form, or do whatever fires it. When its data arrives, the line under the box turns green and says how many fields were read. Then click Continue.

   Name this feed › Custom hook

   

   One feed, one action

   Each feed listens to exactly one action. To send another action to Zoho, create another feed. You don’t need to run the action twice: the first run teaches the feed its fields and is delivered as well.

How the hook’s data becomes fields

The values the action passes are offered as fields on the Mapping step. Arguments are numbered from one (arg1, arg2), and values nested inside them are joined with dots. Take this call:

do_action( 'my_plugin_order_paid', $order, 'checkout' );

// $order = [
//   'id'       => 1042,
//   'total'    => 59.90,
//   'customer' => [
//     'name'    => 'Rahim Uddin',
//     'email'   => 'rahim@example.com',
//     'address' => [ 'city' => 'Dhaka' ],
//   ],
// ];

It gives you these fields to map:

arg1.id                      1042
arg1.total                   59.90
arg1.customer.name           Rahim Uddin
arg1.customer.email          rahim@example.com
arg1.customer.address.city   Dhaka
arg2                         checkout

Mapping › Field mapping

• Objects work too. A WP_User, a WC_Order or a plugin’s own object is read through its usual data methods, or its public properties.
• Passwords and keys are never offered. Values named like password, token, secret or api_key are left out of the field list.
• Renaming the hook clears its fields. They came from a different action, so run the new one once to learn its fields.
• An action with no arguments still works. It has nothing to map, but a feed made of static values can still send.
• Limits: the first 10 arguments, 6 levels deep, up to 200 fields.

Next step: configure the Zoho action

After completing these steps, go to the Destination section and select the Zoho Action you want to connect with your selected Trigger. This allows FormBridge for Zoho to send the action’s data to the selected Zoho application automatically.

• Zoho CRM action guide
• Zoho Books action guide
• Zoho Desk action guide
• Zoho Bigin action guide
• Zoho Campaigns action guide
• Zoho Marketing Automation action guide

• Create a Zoho connection

Frequently asked questions

Want the whole setup in one place? Read the complete WordPress to Zoho CRM guide, or email support@techwavesolutions.net for help.