Gravity Forms - Code an automation: Send mapped entries daily in Excel to specific e-mail

Completato Pubblicato 5 anni fa Pagato alla consegna
Completato Pagato alla consegna

Current situation:

We use Gravity Forms + "Gravity Forms Entries in Excel" Plugin

The plugin generates an excel file and a link to download the excel file.

We download every day the new leads and have to map it into a new order.

Current Workflow:

1. Download Excel – See [login to view URL]

2. Delete all old leads

3. Map everything into special format – [login to view URL]

4. Copy special columns in new rows + add some Columns (RecordTypeId, AffiliateID_c) – [login to view URL]

5. Send the result Excel file to a special e-mail address

What we want from you:

Create an automated workflow to send the new(!) collected leads from gravity forms entries every morning to the mail address with the attachment of the data results.

What we think will work:

Create an CronJob file which will be called from our server every morning.

The file/Cronjob downloads the Excel file from the link, manipulates it to the final result sheet and sends it to the mail address.

Maybe you create a small wordpress plugin where we can edit our wished fields (see below).

These changes might also be made in the cronjob files header directly, so that no plugin is needed.

But please feel free to come up with your solution.

What must be configurable?

- Documentation if other fields come in addition to it

- Excel Download link must be customizable – Maybe unnecessary if you download the gravity form entries directly

- E-Mail Address to send to and BCC + CC mail addresses

- Field RecordTypeId (J) must be editable

- Field AffiliateID_c (I) must be editable

Excel JavaScript PHP Architettura Software WordPress

Rif. progetto: #18692043

Info sul progetto

14 proposte Progetto a distanza Attivo 5 anni fa

Assegnato a:

eurocodersl

Hi, I think it can be done this way: create Gravity Forms (GF) addon plugin, which will get latest day entries from database directly (wtihout intermediate excel file) using GF API calls. Then, plugin will append and c Altro

€250 EUR in 5 giorni
(168 valutazioni)
7.6

14 freelance hanno fatto un'offerta media di €175 per questo lavoro

schoudhary1553

Hello, I have gone through your job posting and become very much interested to work with you. I am an expert in this field. I have already completed several projects like this. For evidence you can see my profile. Altro

€250 EUR in 4 giorni
(481 valutazioni)
8.4
liveexperts123

Hi there, I have read your project description and i'm confident i can do this project for you perfectly.I still have a few questions. please leave a message on my chat so we can discuss the budget and deadline of the Altro

€155 EUR in 3 giorni
(78 valutazioni)
7.6
neurohostbriones

We can develop an automated form, where you can add new fields, send individual results for each new contact, download all the data collected by the form, in a file in excel We can converse to enter more details and Altro

€100 EUR in 5 giorni
(46 valutazioni)
5.5
Apisylux

Hi Sir, I see you need some scripts in the Wordpress and Excel to automate your daily Tasks. I have expertise in Excel and Google Sheets. I was trying to understand the data flow and also saw the attachments. But co Altro

€250 EUR in 5 giorni
(10 valutazioni)
4.9
ravinderkamboz

Hi, i am Wordpress plugin developer. I have 4.9 years of experience. I have completed approximately 28 plugins with complex functionalities. I have read your requirements and will do this task perfectly and within time Altro

€166 EUR in 5 giorni
(11 valutazioni)
4.4
KhajaKingdom

better opportunity for the better life.i am a dedication and good mannered person. i am happy to say i am available in any time to work as possible as i.

€155 EUR in 3 giorni
(0 valutazioni)
0.0
gabdorilag

This can be done via robotics process automation. I can design and develop a process automation robot to automate your excel download and update, then send email workflow. You won't need to hire someone to do the task Altro

€222 EUR in 7 giorni
(0 valutazioni)
0.0
leuel92696

Good day! I am interested to work with you, I am patient, fast-learner and work oriented person, I will do my best to provide quality of work and be precise, I hope to get back to you soon. I will reply ASAP

€155 EUR in 3 giorni
(0 valutazioni)
0.0