How To Upload Returns On Boberdoo

Exporting to Boberdoo is enabled equally a Webhook trigger.

To create an export, get to Triggers and create a new webhook Trigger with the Service dropdown gear up to Boberdoo and and so salvage the trigger. Edit the trigger again and select the form yous want to export to the service and click it's options (lightning icon that appears when you mouseover selected form).

In that location you tin see a tab called Webhook , go in that location and gear up the Type ID, SRC parameters and click Test Credentials (you need to receive these details from Boberdoo).

Subdomain Name - Can be found with the Type ID when logged into Boberdoo. Become to: Settings > Atomic number 82 Type, at that place you will notice a link to the certificate (above the table) which is using the post-obit url construction: http://xxx.leadportal.com. You just need the 'xxx' office
Type ID – Go to Boberdoo > Settings > Lead Blazon and select the lead type that you desire to postal service to. (In the window there is a tabular array which contains the Blazon value).
SRC – Get to Boberdoo > Settings > Source/Vendor Settings and create an item specifically for the Nest Forms service, so copy the proper noun into the SRC field in Nest Forms.

If all is processed correctly yous will encounter some other fix of fields, which you lot then need to map to the grade fields already created in the relevant form (or any relevant special fields).

In one case yous are finished, click Done and save the trigger. You lot can tin can test the export now.

If y'all are receiving notifications like "Processing Error #1018: Pb ID 123 has to be manually approved.", y'all will need to change certain options within the Boberdoo source settings, mainly "Manual Review is Considered a Success" and the "Success/Mistake Response" options.