Order Form

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    priormarketing
    Asked on October 02, 2017 at 09:06 AM

    Hello, 

    Is it possible to create an order form with Jotform and send the order data to Infusionsoft?  Not just contact info?  

    Or better yet use Infusionsoft as the Mercant account?

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    BJoanna
    Answered on October 02, 2017 at 10:46 AM

    You can find available payment integrations inside of this guide:

    Mastering Payment Form Integrations with JotForm

    This guide can help you to create an order form:

    Setting Up Your First Order Form

    It is possible to integrate a form with Infusionsoft.

    The payment details are processor by the payment processor that you added to your form, not JotForm, so it is not possible to pass it to Infusionsoft.

  • Profile Image
    priormarketing
    Answered on October 02, 2017 at 11:43 AM
    Can Infusionsoft act as a processor
    *Sent From My Google Pixel XL. Please Excuse Typos*
    ...
  • Profile Image
    BJoanna
    Answered on October 02, 2017 at 12:16 PM

    As the payment processor? No, it can not. 

    Inside of this guide, you can find available payment integrations:

    Mastering Payment Form Integrations with JotForm

  • Profile Image
    priormarketing
    Answered on October 02, 2017 at 12:43 PM
    Does the order get entered into Infusionsoft? Or is it just the contact
    record?
    *Sent From My Google Pixel XL. Please Excuse Typos*
    ...
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    Chriistian
    Answered on October 02, 2017 at 01:09 PM

     The Infusionsoft integration app to transfers form submissions into Infusionsoft contacts. The integration to Infusionsoft is basically a CRM that can be used to collect contacts. If you need to process your orders through Infusionsoft, I found a third party site where can integrate JotForm to Infusionsoft and add it as an order. You can check this site: https://automate.io/integration/infusionsoft/jotform.