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JotForm is a free online form builder which helps you create online forms without writing a single line of code. No sign-up required.

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    Solve360 Integration: Assignment of a template

    Asked by bjallen13 on October 21, 2013 at 04:28 PM

    Does your integration with Solve360 allow for the assignment of a template for a newly created contact/company?

    Thanks!

    Solve 360 template thanks
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    JotForm Support

    Answered by Mike_T on October 21, 2013 at 05:25 PM

    Thank you for contacting us.

    Do you want to apply an Activity Template or some other kind of Solve 360 template upon creating a contact/company? I am not sure if this is possible, but we can try to test this.

    We are looking forward to hearing from you.

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    Answered by bjallen13 on October 21, 2013 at 05:26 PM

    Activity Template.  

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    Answered by bjallen13 on October 21, 2013 at 05:26 PM
    An activity template.
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    JotForm Support

    Answered by Mike_T on October 21, 2013 at 06:39 PM

    I have checked our integration, and can confirm that we do not have any option that can apply the template to the Solve360 contact/company. Now I have added a feature request ticket in order to implement that functionality. I can not provide any ETA on this, but we will let you know if we have any updates.

    In case you use Solve360 $100/monthly plan, you can hire a php/python developer to write a custom script that will handle the templates for new contacts/companies. For example, this can be done with Solve360 Webhooks.