SuiteCRM

Follow the below steps to connect to the SuiteCRM API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select SuiteCRM as the Integration Provider.

Step 2. Connect to the SuiteCRM API

1. Login to your SuiteCRM instance.
2. Navigate to Admin → OAuth2 Clients and Tokens.
3. Click Create OAuth2 Client.
4. In the Redirect URI field, enter the value from the Redirect URI field in Formie.
5. Copy the Client ID from SuiteCRM and paste in the Client ID field in Formie.
6. Copy the Client Secret from SuiteCRM and paste in the Client Secret field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Connect button in the right-hand sidebar.
3. You‘ll be redirected to SuiteCRM, where you must approve Formie to access your SuiteCRM account.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.