Gist

Estimated reading: 2 minutes

Overview

The AFI plugin allows you to connect your WordPress forms with Gist, enabling automatic creation of contacts in your Gist account whenever a form is submitted. This is ideal for lead capture, user onboarding, and CRM enrichment.

✅ Supported Feature

  • Create Contact in Gist

🔧 How to Setup

Step 1: Connect Your Gist Account

To connect your Gist account:

  1. Go to AFI → Settings → General

  2. Enable Gist from the platform list and click Save Changes

  3. A new Gist tab will appear at the top — click on it

  4. Enter your API Key

📌 How to Get Your API Key:

  • Log in to your Gist account

  • Navigate to Settings → API Keys

  • Generate or copy your existing API key

  • Paste the key into the plugin settings and click Save Changes

Step 2: Create a New Integration

  1. Go to AFI → Add New

  2. You’ll land on the New Integration setup screen

🔹 Title
Give your integration a name (e.g., “Gist Contact Creation”)

🔹 Trigger

  • Form Provider: Select the form plugin you are using (e.g., WPForms, Elementor, Contact Form 7)

  • Form/Task Name: Choose the specific form you want to connect

Step 3: Configure the Action

🔹 Platform
Choose Gist

🔹 Task
Select Create Contact

This action will send form data to Gist and create a new contact.

Step 4: Map Fields

After selecting the task, you will be able to configure the following options:

🔹 Gist Account
Choose your Gist credentials from the dropdown (added in Step 1)

🔹 Field Mapping
Match your form fields with Gist contact fields:

  • Email (recommended)

  • Full Name, First Name, Last Name

  • Phone Number, Company Name

  • Job Title, Location

  • Custom attributes (e.g., Gender, DOB, Website URL, etc.)

You can also map nested fields like location data (city, country, time zone) if available.

Step 5: Save Integration

Click Save Integration at the bottom.

🎉 That’s it! Your integration is ready. When someone fills out your form, their data will be sent to Gist and a contact will be created.

🔍 Troubleshooting

If the integration isn’t working:

  • Go to AFI → Log

  • Look for entries related to your Gist integration

  • Common things to check:

    • The API Key is correct and active

    • The form is mapped properly

    • The email field is not empty (if required)

    • No error messages were returned from Gist

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