Link Search Menu Expand Document

Form Integration Guide

Logo Company Estimated Time Functionality Vendor Docs
--- 1 minute One-Way ---

Form Integration

Functionality of Integration

The Form integration is one-way, meaning:

  • When a form is submitted, an alert is created in PagerTree automatically.

Tutorial Overview

pricing Forms require the Pro or Elite pricing plan.

In this integration tutorial we will show you how to create a form integration in PagerTree. The estimated time for this integration is 1 minute. We assume that you already have a PagerTree account setup.

In PagerTree

  1. From the action button, click the “Create Integration” button. Click Create Integration Button
  2. In the “Create Integration” box, fill out the following:
    1. Name of the Integration.
    2. Select the Type to Form
    3. Select an appropriate Urgency for when this integration is triggered
    4. Select the Team this alert will be assigned to Click Create
  3. Click Save
  4. Copy the Endpoint URL Copy Endpoint URL

Test the Integration

  1. In Chrome or Firefox, paste the Endpoint URL in the location bar and click Enter. (Please note: the first rendering of this page might be slow, this is because PagerTree is self signing certificates to make this a secure connection. Subsequent renders will be faster)
  2. In the form, enter the details requested. Enter form details and submit
  3. Click Submit

Configure required options

The form integration has the ability to require (or not require) specific fields. Below is the list of options described in detail.

Figure Option Description
1 Form Title The HTML title attribute. This is what is displayed in the top of a users browser tab. Also used for names of bookmarks
2 Form Header The H1 title of the form. This is the bold text at the top of the form
3 Form Instructions The instructions for the form. This is the text below the header
4 Footer Text The text displayed at the bottom of the form. Can be used in combination with Footer Link. (ex: “mycompany.com”)
5 Footer Link A url that the Footer Text links to (ex: “https://mycompany.com”). Footer Text is required for this option to work
  Email Required Should the submitters email be required?
  Phone Required Should the submitters phone be required?
  Description Required Should the description of the alert be required?
  Urgency Required Should the urgency be required? (If the urgency is not required it will be hidden)
6 CNAMES See section below

Form configuration properties

Configure a CNAME

You can configure a CNAME for your form so it can be hosted under your own domain (https://support.example.com).

Note Please create the CNAME in your DNS first. Self signed certificates depend on the CNAME existing before its configured in PagerTree
  1. In your DNS provider
    1. Create a CNAME record of your choice pointing to forms.pagertree.com (ex: support.example.com -> forms.pagertree.com). Consult your DNS provider’s documentation for specific instructions on creating CNAME records.
    Record Name Target
    CNAME support forms.pagertree.com
  2. In PagerTree
    1. Navigate to the form
    2. Under the Integration Settings find the CNAMES field and double click it to edit Navigate to CNAMES configuration option
    3. Add your CNAME alias, and make sure to click enter (ex: support.example.com) Edit CNAMES
    4. Click Save
  3. Navigate to your CNAME url (ex: https://support.example.com) in your browser and you should now see the form.

You have successfully completed the Form Integration. Now when a user submits the form, PagerTree will create an alert and route it to the correct team member that is on-call. If you have any questions please contact support@pagertree.com


© 2016-2021 PagerTree LLC. All rights reserved.