WordPress

Integration

WordPress

Plandalf integrates with WordPress as a website platform.

What it does

Product surfaces

Where WordPress fits in the buying workflow

Integrations work best when the checkout surface, payment state, invoice record, and post-purchase automation all point at the same commercial object. These product screens show the Plandalf controls that should be configured before WordPress receives checkout, payment, tax, or workflow context.

The Numi offer editor showing layout, product, theme, automation, invoice, and settings controls.
The Numi checkout elements palette showing content, interactive, and selling blocks.
The Numi offer editor automation tab showing sequence controls beside the checkout canvas.

Purchase events can start follow-up

WordPress should fit into the work after checkout: fulfilment, records, CRM updates, support context, webhooks, and sequences.

The Numi offer editor showing hosted checkout mode controls.

Overview

WordPress sites load the SDK via the theme’s footer.php (or a header/ footer injection plugin like “Insert Headers and Footers”). Custom HTML blocks in Gutenberg accept arbitrary button markup, so the checkout attribute works anywhere the editor will render HTML.

Integration methods

How WordPress connects to Plandalf

Each method below is the minimum viable setup. Pick the one closest to how you already use WordPress with checkout, payments, invoices, webhooks, API work, SDK checkout, and integrations.

  1. Method 1

    Embed a Plandalf buy button

    Drop the Plandalf embed script into a WordPress HTML block and tag any element with `data-plandalf-present` to open the configured flow on click.

    <script src="https://cdn.plandalf.com/embed.js" async></script>
    
    <button data-plandalf-present="offer_abc123">
      Buy now
    </button>
Official WordPress docs and sign-up: wordpress.org

FAQ

Common questions about the WordPress integration

Do I need a paid plan to use WordPress with Plandalf?

Plandalf itself is free to connect to WordPress. You only need a WordPress account that allows API access, which is almost every paid plan.

How long does setup take?

Under 10 minutes — paste a webhook URL into WordPress, point it at the Plandalf endpoint, and trigger a test event to confirm.

Can I disconnect WordPress later without losing data?

Yes. Disconnecting only revokes the credentials — historical events Plandalf fired stay in your sequence logs, and WordPress's own records are untouched. You can reconnect any time and resume from the last seen event.

Does Plandalf store WordPress data?

Plandalf stores the minimum IDs needed to address a record in WordPress plus a log of events Plandalf fired. Source-of-truth data stays in WordPress.

What if my website need isn't covered by the actions or triggers listed here?

Drop into the Plandalf REST API and call WordPress directly from your sequence's HTTP action. Anything WordPress's public surface exposes is reachable.

Is there a usage limit?

There's no Plandalf-side limit. WordPress's own plan limits apply.

Where do I find WordPress's own documentation?

WordPress's homepage at https://wordpress.org links to their developer docs. For Plandalf-side questions about the WordPress integration, see the Plandalf docs.

Feature detail