Transferring data between WordPress and the third-party platforms you use is important, but can often take too much time. Whenever an action occurs on the site that produces data, that information must be copied to the other location. Bit Integrations processes these connections through automation.
The plugin allows you to build automated workflows that transfer data between WordPress and hundreds of platforms without writing code or performing manual updates. Over the next few minutes I’m going to cover a lot of the plugin’s functionality.
Overview: What bit integrations do
Simply put, Bit integrations creates automated connections between WordPress plugins and external services. When a trigger event occurs on your site (think someone submitting a form, making a purchase, or enrolling in a course), the plugin sends that data to your chosen platforms via predefined actions.
There are hundreds of platforms to connect toincluding support for popular WordPress plugins such as Contact Form 7, WPForms, Elementor Forms, WooCommerce, LearnDash and LifterLMS. External integrations include CRMs (Zoho, HubSpot, Salesforce), email marketing tools (Mailchimp, ConvertKit, Active Campaign), spreadsheets (Google Sheets, Air table) and communication platforms (Slim, Disagreement, Telegram).
Every integration used mapping field to control what data is transferred from WordPress to your external platforms. The plugin supports conditional logic meaning you can create workflows that only run when certain actions occur.
Pricing for bit integrations
The plugin offers both free and premium versions. The free version offers core functionality with limited integrations, while the Pro version unlocks the full feature set:
- Starter. A Annual subscription costs $39 per year for a single site license, while a Lifespan option requires a one-time payment of $132.
- Desk. If you manage multiple customer sites, the Annual level you can have all the site licenses you need for $132 per year. The Lifespan subscription is $665.
As with all Bit Apps tools, full functionality is available regardless of the plan you choose. However, while you can create just as many active integrations with the Pro version as you need, the free version limits the number of concurrent workflows.
Why use Bit integrations for WordPress automation
WordPress sites often need to communicate with external platforms, and doing this without any automation can create bottlenecks in your workflow.
Bit integrations can save you time eliminating repetitive data entry tasks. When someone fills out a contact form, their information flows into your CRM, email marketing platform, and project management tool without you touching it. This automation happens in real time, meaning your external platforms receive updates immediately after the trigger event occurs.
For example, there are a number of scenarios you might look at Bit integrations for:
- Move form submissions to CRM systems need user information to enter your sales pipeline. You can configure the trigger, select your CRM as an action, and map the form fields. You can then add conditional logic to filter out spam submissions or route valuable leads to specific sales team members.
- Copy WooCommerce orders to email marketing platforms help you build customer segments and activate automated email sequences. Here, WooCommerce order completion is the trigger, while your email marketing tool is the action. This time you map customer data and purchasing information.
- Send course registrations to communication platforms could see that students were registering Learndash or HitchhikerLMS courses, which send notifications to Slack channels or Discord servers. This real-time notification helps instructors prepare for new students and track the popularity of the course.
There is also a cost efficiency benefit that comes from using one WordPress native solution instead of external automation platforms. Services like Zapier charge monthly subscription fees that scale with your usage. Bit Integrations requires a one-time payment or annual renewal at a fraction of the cost, while offering similar functionality within WordPress.
Using Bit integrations in 4 steps
I’m going to show you what Bit Integrations can do by walking through a typical workflow. This means that the steps are agnostic to any specific use case, but relevant to all applications.
You must install and activate both the free and premium versions of Bit Integration. The excellent documentation covers this process in detail, but it is simple if you have previous experience.
1. Create your first integration and select a trigger
The Bit Integrations Pro dashboard shows all your existing integrations and lets you create new integrations. It will be empty on your first visit. Click on the Creating integration to start building your first workflow.
The trigger determines which event starts your automated workflow. Bit Integrations supports triggers from hundreds of different sources, services, WordPress plugins, forms and much more. You simply select it from the grid, as I did with WooCommerce. This will take you to a second screen where you (in this case) choose the task name. The exact selection here will depend on the specific integration you want to create. I choose the automation that is triggered when a user submits a review for a product in a WooCommerce store:
From here you can look at selecting the action you want to take after the trigger.
2. Choose an action and map fields
Once you’ve configured your trigger, you’ll need to select where you want to send the data. As with the Tractoryou choose what you want Action from the grid. I choose a Trello promotion.
Depending on your choice of Actionyou will need to fill in some authentication details and integration settings. These can run over a few pages. One page will cover field mapping, which connects the data together from your WordPress trigger to the corresponding fields in your external platform. It determines what information is transferred and where it appears on your destination system.
The Form fields columns show the available fields of your WordPress trigger (such as form fields, order details, or user information). The second column shows the fields available on your destination platform.
In my case, this is information from Trello that I need to select from the drop-down menus. For example, you can map the Name field of your contact form to the Name column value and the Email to field E-mail value.
Bit integrations also support custom values and static text. To add the same information to each row (such as a source label or timestamp), click the button Adjusted value option and enter your text. This will appear in the field for all entries.
3. Using conditional logic
At the bottom of the settings screen you will find the Conditional logic checkbox. This allows you to control when integrations run based on specific criteria. This feature allows you to create targeted workflows that run only when certain conditions are met.
The interface allows you to define rules using comparison operators. You select a WordPress field from the first drop-down menu, choose a comparison operator, and enter or select the value you want to compare with.
For example, you can create a condition that only sends data to your CRM if the Budget field contains values above a certain amount. Alternatively, you can filter submissions based on the option a user has selected from a menu.
Bit integrations supported multiple conditions within a single integration. You can demand that all conditions are met (AND logic) or run the integration when a condition is met (OR logic). This flexibility allows you to create complex filter rules to meet your specific requirements.
4. Save your integration
Finally, once you save your changes, your integration is live! You can view each integration on the All integrations screen.
If you read my Bit Flows tutorial, you’ll notice that these two apps are similar. While Bit Flows lets you set up multiple triggers and access different ways to connect your actions and triggers, Bit Integrations is more streamlined.
In this case you simply close one Tractor And Action together. Bit Integrations is great for a quick and easy connection. On the other hand, Bit Flows can handle all your complex needs, workflows and automations.
Other functionality within Bit integrations
Webhooks provide a method to transmit data to services that do not have native integrations in Bit Integrations or to trigger actions in other automation tools such as Zapier, Make or Pabbly Connect.
You can enable this by choosing Web hooks as your destination in the action selection screen. The plugin displays a field where you paste the webhook URL of your destination service.
Most automation platforms provide webhook URLs in their trigger settings, which you copy to Bit Integrations. You can customize the webhook payload by mapping specific fields or creating custom JSON structures.
In addition, Bit Integrations offers custom triggers and action hooks. This gives you even more options to adapt your automated workflows even more flexibly to your needs.
Although you can think of Bit Integrations as a stripped-down version of Bit Flows, it doesn’t lack functionality. In fact, it can be the right tool in many of your automation scenarios.
My final thoughts on bit integrations
Automation is necessary when your manual data transfer processes take too much time. Bit integrations (and its more complex sibling Bit Flows) creates connections between WordPress and external platforms without the need for development skills or external automation services.
The interface without code makes the plugin accessible to virtually anyone who needs automation but doesn’t have dedicated developers on staff. The visual workflow builder provides enough flexibility for most standard use cases, while maintaining simplicity if you’re new to automation.
Related articles
Do you have an automation need that Bit Integrations can solve? Share your thoughts with me in the comments below!
#Bit #Integrations #Complete #WordPress #Automation #Tutorial