Optional integrations
These two connections are optional and advanced. Everything else in the app works without them. Set them up only if you need them.
A. Wix Forms - engineer visit reports (optional)
Goal: an engineer submits your Wix Form after a visit, and the report lands on the right case by itself.
What you need: a Wix Form (for example "Engineer Visit Report") and the ability to create a Wix Automation on your site.
- In the app: Settings -> Engineer visit forms -> press
Generate intake secret (or Rotate secret). Copy it now - it is
shown once. The secret starts with
wfr_; treat it like a password. - Note the intake URL shown in that card - this is where submissions go.
- In your Wix dashboard: Automations -> New Automation ->
Start from scratch.
- Trigger: Wix Forms -> Form submitted -> pick your engineer form.
- Action: Send HTTP request (or "Send webhook"), method
POST, to the intake URL, passing the form's fields plus your secret.
- Submit a test report. If it contains a case number (
WR-2026-000123), an order number or a serial, it files onto the case automatically and shows as LINKED. Otherwise it waits in Cases -> Unmatched engineer reports for manual linking.
The detailed field names and security notes are in the repo doc
docs/engineer-form-intake.md.
B. Customer email replies into cases (optional)
Goal: when a customer answers one of the app's emails, their reply appears as a message on the case instead of getting lost.
This is configured outside the app in your mailbox - for example with
Zoho Mail: a filter watches for the case number in the subject (WR-) and a
small script forwards the message to the app's inbound-email endpoint with a
shared secret. It needs access to your mail provider, so it is normally set
up by whoever manages your email. Ask support if you want this enabled -
there is nothing to click inside the app itself.
Once running, replies appear in the case Conversation like customer portal messages, and repeated deliveries are de-duplicated.