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Steven PawlowskiAsked on October 19, 2020 at 9:46 AM
Is it possible to sync a PDF created on Jotform to out Salesforce Instance?
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Kat JotForm SupportReplied on October 19, 2020 at 11:47 AM
Hi Steven,
Happy to help!
You can pass a PDF from JotForm to Salesforce by configuring your Salesforce to accept attachments by email. To do so:
1) Navigate to the SETTINGS tab on the form in question (for this example, I am using my own Demo form):
2) From SETTINGS, click "EMAILS" and click the pencil icon on the notification email. Click on the RECIPIENTS tab:
And add your Salesforce email address as the recipient (keep in mind you can add multiple recipients).
3) Click the ADVANCED tab and enable the PDF attachment:
If this isn't an option with Salesforce, then I'm afraid it's not possible.
I hope this helps! Please let us know if we can help with anything further.