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

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    stnstn
    Asked 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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    ashwin_d
    Answered 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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    stnstn
    Answered 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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    BDAVID
    Answered 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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    visateclegal
    Answered 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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    Welvin
    Answered 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.

    https://zapier.com/zapbook/jotform/insightly/