Integration with Insightly and uploaded documents

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    Will 
    Asked on November 29, 2017 at 09:09 PM

    Hi there, I am looking at implementing insightly at the same time as JotForm.


    Once they're integrated, if a client enters data / uploads documents into a form - do they automatically transfer over to insightly on "submit"?

    If not - how do I get them to transfer over to insightly?

    Regards & thanks

    Will

  • Profile Image
    amy
    Answered on November 30, 2017 at 03:48 AM

    When you map the uploads field from your JotForm in your Insightly account you will not get the upload uploaded, but you will have the link to the file instead so each time your form is submitted with an uploaded file the link will be sent, here is an example about the link that will be sent: https://www.jotform.com/uploads/Kevin_G/53068447185967/343621286442295573/SampleImages.jpg 

    Also, this is possible by adding custom fields which you can link to the fields you want to integrate with.

    Here is one example of a form integration done with Insightly.

    1507664091Insightly.png