Can I create task or note in Insightyly at the same time?

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
Ashwin

Jotform Support

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!
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.
David

Jotform Support

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.
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
Welvin

Jotform Support

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/