AFI
Velocify
Velocify is a sales lead management platform. Advanced Form Integration sends form submissions to Velocify, so every form entry on your WordPress site can create or update records automatically without manual data entry.
What you’ll need
- An active Velocify account.
- An API key from Velocify (see below).
- The Advanced Form Integration plugin installed and activated.
Get your Velocify API key
Velocify authenticates with an API key.
- Sign in to your Velocify account.
- Navigate to the API or integrations section in your account settings.
- Generate or copy your API Key.
- In WordPress, go to AFI → Settings → Velocify, click Add New Account, and paste the key.
Connect Velocify to AFI
- In WordPress, go to AFI → Settings and open the Velocify tab.
- Click Add New Account and paste the API key or token.
- Give the account a name you will recognise.
- Click Save.
Create the integration
- Go to AFI → Add New.
- Give the integration a name, for example
Form to Velocify. - Under Trigger, pick the form plugin and the specific form you want to listen on.
- Under Action → Platform, select Velocify.
- In Task, choose Create Lead.
- Pick the saved account in the Velocify Account dropdown.
- Map your form fields onto the Velocify fields listed below.
- Optional: open Conditional Logic to limit which submissions are sent.
- Click Save Integration.
Tasks supported
Create Lead
Creates a new lead from the form submission. The lead appears in your pipeline immediately.
| Field | Field key | Required | Notes |
|---|---|---|---|
| First Name | clientId |
No | |
| Last Name | LastName |
No | |
Email |
No | ||
| Phone | Phone |
No | |
| Cell Phone | CellPhone |
No | |
| Street | Address |
No | |
| City | City |
No | |
| State | State |
No | |
| Zip | PostalCode |
No | |
| Loan Type | LoanType |
No | |
| Loan Amount | LoanAmount |
No | |
| Loan Purpose | LoanPurpose |
No | |
| Property Type | PropertyType |
No | |
| Credit Score | CreditScore |
No | |
| Comments | Comments |
No |
Pro features
The Pro integration extends the free base with additional field mapping, custom field support, and other enhancements. Pro uses the same connection and tasks as the free version, so your existing integrations keep working.
| Feature | Free | Pro |
|---|---|---|
| Standard tasks | ✅ | ✅ |
| Standard field mapping | ✅ | ✅ |
| Custom field mapping | Limited | ✅ |
| Additional task variants | Limited | ✅ |
Conditional logic example
Only send data to Velocify 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 Velocify
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.
API key rejected
Copy the key directly from Velocify with no leading or trailing spaces. If the key was revoked or regenerated, update it in AFI → Settings → Velocify.