Salesforce integration & saving credit card details with Stripe

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    Angus 
    Asked on April 09, 2019 at 01:41 AM

    We have a client with two problems they'd like to solve with an electronic form:

    1. Digitise an existing paper form, and store the results in Salesforce as either a PDF attached to a contact object, or store the field values in a custom object linked to a contact object. We can pass the contact id in the URL when used to submit the form. 

    2. Capture credit card charge authorisation, and store the submitted credit card details in Stripe (or another similar CC processor) as a customer which can be charged later. The form will need to have some parameters passed through in the URL. 

     

    Is your product able to integrate with Salesforce, Stripe and/or Docusign? Which plan would be suitable for the above? 

  • Profile Image
    Nik_C
    Answered on April 09, 2019 at 03:37 AM

    1) You can integrate our forms with Salesforce, here is how: https://www.jotform.com/blog/salesforce-integration/

    2) Here is how you can do it with Stripe: https://www.jotform.com/help/347-How-to-Capture-Stripe-Payment-Authorization

    And you can add Docu Sign widget from the widgets section:

    15547952062019-04-09_9-33-08.png

    Regarding all the above, you don't have to be on a plan, all are available with our Free plan as well, but you're limited with how many submissions, payments you can collect, please check our pricing page: https://www.jotform.com/pricing

    Thank you!