- stnstnAsked 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
- JotForm Supportashwin_dAnswered on December 18, 2016 at 10:12 PM
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.
- stnstnAnswered 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.
- JotForm SupportBDAVIDAnswered 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.
- visateclegalAnswered 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
- JotForm SupportWelvinAnswered 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.