What is JotForm?
JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.

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    Insightyly CRM integration: create task or note in Insightyly at the same time.

    Asked by stnstn on December 18, 2016 at 05:11 PM

    Can jotform also create task in Insightyly at the same time??

    This is a re-post of a comment on How to Integrate your form with Insightly CRM

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    JotForm Support

    Answered by ashwin_d on December 18, 2016 at 10:12 PM

    Hello stnstn,

    Unfortunately no. Please note that submission data can only be sent to Insightly leads where the contact is saved. It is currently not possible to create a task or note in Insightly.

    Do get back to us if you would like us to send a feature request to our backend team and we will do the needful.

    Thank you!

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    Answered by stnstn on December 19, 2016 at 04:12 PM

    Yes, Please I do need a feature that able to create a task and note at the same time in Insightly, similar as create a contact, Information can auto fill in by Jotform data.

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    JotForm Support

    Answered by BDAVID on December 19, 2016 at 07:08 PM

    I have forwarded your feature request to our back-end team. Please note that there is not estimated time-frame for a resolution. You will be notified via this thread if there is any progress on you request.

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    Answered by visateclegal on April 30, 2017 at 07:05 AM

    Hi, I would like to have the same option: Creating a task on Insightly from JotForm. Thanks. Luis

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    JotForm Support

    Answered by Welvin on April 30, 2017 at 09:23 AM

    We don't have an update on this request yet. A workaround would be to do the integration through Zapier.