Disciple-Tools-Transfer-Token

Generates a Disciple.Tools transfer token to be used in the Zapier integration

How to use Zapier with Disciple.Tools

Creating a Site Link

1. Create a Disciple Tools demo: Sign Up
2. Go to the "Manage Site Links" in the Wordpress backend: https://[Your Domain Here].disciple.tools/wp-admin/edit.php?post_type=site_link_system
3. Add a new Site Link
4. Leave the "Token" field alone
5. Click on add this site next to the "Site 1" input field
6. Enter 'zapier.com' (or any other domain) into the "Site 2" input field
7. Select Create Contacts from the "Connection Type" dropdown
8. Leave the "Approved IP Address" blank
9. Select No, connecting from a non-Disciple.Tools system. from the "Disciple.Tools" dropdown.
10. Click Publish on the right side of the screen.

Creating a Zapier 'Zap'

1. Create a Zapier account: Sign Up
2. Add Disciple Tools (Site Link) by visting this link
3. Create a new 'Zap' by clicking on Make a Zap! in the top right corner: New Zap
4. Choose an app you want to integrate with like Facebook Ads.
5. Walk through the flow for connecting an account for the app you are using.
6. Once you have that setup, click Add Step in the left pane.
7. Select Action/Search, search for Disciple Tools (Site Link), and select it.
8. Click Continue then click Connect an Account
9. In the popup, enter the Token, Site 1, and Site 2 from the "Creating a Site Link" steps
10. Feel free to test it. This will try to create a test contact. Once done, click Save and Continue
11. Follow the instructions for populating the Disciple Tool fields based on the integration you selected.

Developer's Guide

If you wish to expand on this, feel free. This is a basic server that will generate a transfer token. It was built for easier integration with Zapier (Session Auth).

How to Setup Zapier Integration

This is a how to guide to setup the Zapier Integration

Running the Server

This is a simple Express Node server with one POST route. Setup is easy.

1. Clone repo
2. run npm update
3. run node app.js
4. Send post to localhost:3000

What the Server expects (JSON)

All information can be found when looking at your Site Link: https://[Your Domain ex: example.disciple.tools]/wp-admin/edit.php?post_type=site_link_system

• token : Token from the Site Link
• site1 : Site 1 from the Site Link
• site 2 : Site 2 from the Site Link

Contact Us

If you have any questions or run into any problems, feel free to create ticket or email me at spencer at pkcsecurity dot com.