Modx MiniShop2/FormIt integration with the Kommo

Integration cost

• 1 year − $100
• 6 months − $65
• 3 months − $40
• 1 month − $20

Add site to widget

If the widget is already installed in Kommo, you don't need to install it again.

To add a site to the widget, follow these steps:

• Go to your Kommo personal account and open the Settings > Integrations > Installed section.
• Find and click on the widget icon to open its settings.
• In the window that opens, add your site address and click Save.
• After saving, the site will be displayed in the "My sites" list.
• Now you can install our integration package so that all data from forms (FormIt) and orders (MiniShop2) is sent to Kommo.

Installation of integration package

Before installing the package:

• Add your site to the Kommo widget settings
• This is a mandatory step before installing the package!

Package installation instructions:

1. Download the package using the link above.
2. Go to the Modx admin panel
3. Go to the "Packages" section → "Installer"
4. Click "Upload package from computer"
5. Select the downloaded archive and click "Upload"
6. After installation, click the "Install" button.

FormIt integration setup

In the menu, go to "Packages" → "FormIt Kommo", you will be taken to the form integration settings (FormIt)

For a form to appear in the integration settings, it must first be submitted on the site.

We strongly recommend adding the formName parameter for each form.

[[!FormIt?
    &hooks=`FormItSaveForm,redirect`
    &formName=`My form name`
    &validate=`name:required,email:required,message:required`
    &validationErrorMessage=`Please correct errors in the form`
    &redirectTo=`[[*id]]`
    &redirectParams=`{"submitted":"1"}`
]]

To configure data transmission from the form to Kommo, select the required form and click on its name. After that, you will be redirected to the settings page where you can perform the necessary actions.

Make the necessary settings according to your preferences by specifying the lead name, selecting responsible person, pipeline, lead stage, etc. After completing the settings, click "Save".

Explanation of form settings

Send to Kommo - if "Yes" is selected, then data from the form will be sent to Kommo.

Lead name - you can form a dynamic lead name using arbitrary text and selecting macros from the field on the right. For example, {{order_id}} is a counter of sent leads.

Responsible list - select responsible persons to whom leads, contacts, companies, tasks will be distributed.

Distribute responsible - you can choose "In order" or "Randomly". If no one is selected, all new leads will be assigned to the first Kommo user.

Pipeline - select the pipeline in which the lead will be created.

Pipeline stage - you can select a pipeline stage or unsorted.

Budget - if necessary, specify the lead budget, you can set 0 or leave the field empty.

Form fields - for each form field, you can select a lead/contact/company field where the filled value from the form will be passed.

System fields - additionally, you can pass system field values to Kommo, they are not mandatory.

Lead tags - if necessary, add tags for the new lead, you can use both macros and arbitrary text.

Lead task - if enabled, a task will be created in the lead. You can use macros in the task description.

Lead note - a note will be added to the lead, you can compose it from arbitrary text and macros.

Salesbot launch - if you need to launch a salesbot after creating a lead, then switch "Status" = "Enabled" and select the salesbot. If not all salesbots are displayed, you need to click the "Update Kommo data" button.

MiniShop2 integration setup

In the menu, go to "Packages" → "MS2 Kommo", you will be taken to the order integration settings (MiniShop2).

Make the necessary settings according to your preferences and click "Save".

Main

Send to Kommo – select No if you want to stop sending orders to Kommo.

Lead name – leave by default or specify your own. You can use arbitrary text and any "Order fields" (wrap them in double curly brackets) from the "Builder" tab.

Responsible – select several users, the integration will distribute leads and their entities to them in order.

Add products to lead – products will be created and attached to the lead.

Duplicate control

• Status – select Yes to enable.
• Do not overwrite fields – select fields that should not be overwritten.
• Reassign responsible – if Yes is selected, the responsible person will be changed.

Synchronization

So that when the order status changes, the lead stage changes and vice versa.

Select a pipeline and match order statuses with lead stages. You cannot select a lead stage more than once!

Custom fields

If you use so-called "Custom fields", add them here and they will be available on the "Builder" tab.

Builder

Setting up the transfer of order fields to Kommo fields. Select which lead, contact or company fields to pass the order fields to. In most cases, it's enough to select contact data and address.

Note

Add products to note – if Yes, the integration will automatically add brief information about products and a link to them in the note.

Create note in lead – select No if you want to disable note creation.

Note template – form a note for the lead. You can use arbitrary text and any "Order fields" (wrap them in double curly brackets) from the "Builder" tab.

Task

Create task in lead – select No if you want to disable task creation.

Task type – select the task type.

Description – you can use arbitrary text and any "Order fields" (wrap them in double curly brackets) from the "Builder" tab.

Deadline – specify the allotted time for task completion.

Tags

Add tags for lead, contact or company. You can use arbitrary text and any "Order fields" (wrap them in double curly brackets) from the "Builder" tab.

Order export

Select the orders you want to export to Kommo. If you need to display more orders for export, then add &orders_limit=50 to the address bar to display 50 orders.