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    How can I integrate JotForm and Insightly to Create a New Project?

    Asked by nancwinn on July 07, 2017 at 12:21 PM

    I integrated Insightly with JotForm, but encountered an error message when attempting to submit a form (attached). My goal is that whenever a form has been completed and submitted, the information will be imported to Insightly AND creates a NEW Project.

     

    Page URL:
    https://form.jotformeu.com/71874243189364

    Screenshot
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    JotForm Support

    Answered by aubreybourke on July 07, 2017 at 12:39 PM

    You should remove the integration and add it again. 

    How to Integrate your form with Insightly CRM 

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    Answered by nancwinn on July 07, 2017 at 12:43 PM

    I've tried removing the integration. Clearing my browser's cache. Generating a new Insightly API key and added the integration again. Still receiving an error message. It's slightly different though ".... position 57" now, not 24

     

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    JotForm Support

    Answered by Kevin_G on July 07, 2017 at 02:30 PM

    Apologies for the inconveniences this may have caused. 

    I have cloned your form and integrated with Insightly, I just mapped two fields and the integration worked fine: 

     

    I would suggest you to map the same field's type, for example, map the checkbox field from JotForm with the checkbox field in Insightly. 

    I would also recommend you to remove the current integration and try mapping only some fields, please let us know if the issue persists. 

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    Answered by nancwinn on July 11, 2017 at 09:30 AM

    Thank you for further investigating my issue.

    Just to clarify:

    1. Do I need to match EVERY line in my form to a line in Insightly as well?

    2. I'm trying to integrate with my PROJECT list in Insightly - is this not possible? I want the 'Lab Name' to match and be the name of the Project to-be created in Insightly upon form completion.

    Thank you

     

     

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    JotForm Support

    Answered by Kevin_G on July 11, 2017 at 11:06 AM

    1. It is not required to match all fields from your form, you could only match the needed fields, for example, you could mach one field only: 

    2. I have checked your form and found that you have successfully selected the "Project" list, do note that you can send information to any list in your Insightly account. 

    I have just submitted your form and noticed the "Oops!" error still shows, does it work when you select a different list? 

    Please, try selecting another list and mapping just some fields, let us know if submissions are sent. 

    We will wait for your response. 

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    Answered by nancwinn on July 12, 2017 at 11:36 AM

    1. I selected a different list, "Contact" and was able to successfully submit a form. Why do I encounter an error with the "Project" list? And how do I resolve this error?

    2. I was hoping that upon form submission, the integration will create a new Contact in Insightly AND would retain all details gathered from the form as a document and stored in the Contact's files. [pictured below]

    -For instance, when I submitted the form I received an email with all the fields/ information that the user had filled out [pictured below]. I'm aiming for that same view of information saved as a document and saved in the Contact's files. [pictured above]

     

     

     

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    JotForm Support

    Answered by Kevin_G on July 12, 2017 at 02:18 PM

    1. I have been testing and I can see the same error while integrating a cloned form of yours; however, I'm not sure if the issue happens due to the "Lab Name" field since I can see that even matching this field only the issue happens. 

    I think the issue might be related to the field "Lab Name" since I have added a new field, named the same and added the same properties and the integration worked fine. 

    I would suggest you to do the same, please try adding a new field and name it the same: 

    And set up the integration based on this newly added field: 

    This is how it should work: 

    If this works, you could confirm this happens only with that field, please let us know how it goes. 

    2. This question seems different so in order to assist you better I have moved it to a different thread, we will assist you as soon as possible here: https://www.jotform.com/answers/1197608 

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    Answered by nancwinn on July 12, 2017 at 02:43 PM

    I followed the steps provided in your last update and SUCCESS!!! yay! Thank you so much for working with me to get this issue resolved!!