AFI
e-conomic
Economic is a accounting platform. Advanced Form Integration sends form submissions to Economic, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Economic account.
- A Economic OAuth2 app (see below).
- The Advanced Form Integration plugin installed and activated.
Create a Economic OAuth2 app
Economic uses OAuth2 for API access. You need to register an app to get a Client ID and Client Secret.
- Sign in to the Economic developer portal and create a new OAuth2 application.
- Copy the Redirect URI shown in the AFI Economic settings tab and paste it into the app’s allowed redirect URIs.
- Note the Client ID and Client Secret.
- Paste them in AFI → Settings → Economic and click Save & Authorize. After consent, AFI stores the token and refreshes it automatically.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Economic. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Economic.
- In Task, choose Create Customer.
- Pick the saved account in the Economic Account dropdown.
- Map your form fields onto the Economic fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Customer
Creates a new customer record. The record appears in your dashboard immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| Name (required | name |
Yes | |
email |
Yes | ||
| Phone | phone |
No | |
| Address | address |
No | |
| Postal Code | zip |
No | |
| City | city |
No | |
| Country (defaults to “Danmark” | country |
No | |
| Customer Number (optional — auto-generated if blank | customer_number |
No | |
| Notes | notes |
No |
Conditional logic example
Only send data to Economic when the form’s email field is not empty, so test submissions or incomplete entries do not create records. Add a condition: Email is not empty.
Troubleshooting
Nothing arrives in Economic
Open AFI → Log and find the most recent entry for this integration. AFI stores the request it sent and the raw response it got back. If there is no log entry at all, the trigger never fired: re-check the form selection and submit a real test entry from the front end.
Connection lost
The OAuth2 token may have expired or been revoked. Return to AFI → Settings → Economic and click Re-authorize to refresh the connection.