insightly integration

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    dsperber
    Asked on November 02, 2017 at 12:34 PM

    Hi

    You say that Jot Form works with Insightly but when I connect the two with the API and get confirmation that it has succeeded it doesn't give me any fields to choose from. Does Jot form really work with this or not please?

    Thanks

    Daniel

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    aubreybourke
    Answered on November 02, 2017 at 12:45 PM

    I checked your form and I see it has no fields on it.

    The way the integration works is by mapping available fields on your form with fields on a list in Insightly. Then when a user ( or you ) fill out the form and submit the mapped information will be recorded in Insightly.

    You need to add fields ( name, email, etc) to your form and try again. It will work!