Can I create task or note in Insightyly at the same time?
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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
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AshwinAnswered on December 18, 2016 at 10:12 PMJotform Support
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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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.
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DavidAnswered on December 19, 2016 at 07:08 PMJotform Support
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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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
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WelvinAnswered on April 30, 2017 at 09:23 AMJotform Support
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/