Caldera Forms CiviCRM

A WordPress plugin that integrates the Caldera Forms plugin with CiviCRM.

The Caldera Forms CiviCRM plugin contains a set of form processors that interact with CiviCRM's API to retrieve, create and update data in CiviCRM. With this plugin, you can create responsive forms that expose CiviCRM fields and entities like Activities, Relationships, Tags, Groups and more.

Note: this is the development repository for Caldera Forms CiviCRM integration. The plugin can be found in the WordPress plugin directory, unless you are developing or testing (dev branch) it's encouraged to install it from the WordPress plugin directory.

This plugin is in active development and is currently being tested with the latest CiviCRM version (5.x).

Features

• Add up to 10 Contacts on the same form
• Auto-populate form if the user is logged in
• Define Contact Type: Organization, Individual, Household, and Custom Contact Subtypes
• Map Custom Fields data
• Add Relationships to each contact
• Create Activities on form submission
• Select Email Template for notification (requires Email API Extension)
• CiviDiscount integration for Participant Registration and special field (requires CiviDiscount Extension)
• Open a Case on form submission
• Checksum support to auto-populate form with URLs like example.com/some-page?cid={contact.contact_id}&{contact.checksum}
• Add Memberships (CiviMember)
• Add Participants (CiviEvent)
• Add Contributions with Line Items (for live transactions a Caldera Forms Payment add-on is needed)

Requirements

To use this plugin, the following is needed:

• WordPress
• CiviCRM 5.x
• Caldera Forms v1.8.1 or greater to be installed

Using Caldera Forms CiviCRM

• Get an overview of Caldera Forms
• Setup CiviCRM Processors on your form
• Use Custom Fields
• Examples

Contribute

Please help improve this plugin by using the extension issue queue to report any troubles and to make requests for feature improvements. The issue queue is here: https://github.com/mecachisenros/cf-civicrm/issues

Issues submitted to the issue queue will be addressed based on time and interest. If you are a developer contributions are welcome.