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

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

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!

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.

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.

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

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/