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    JotForm to Velocity Integration via Webhook

    Asked by midwestequity on February 12, 2015 at 06:44 PM

    I'm trying to setup a form that will automatically send submissions into the online lead management software, Velocify. I've followed the steps to use Webhooks to post to the URL that Velocify provided but nothing is going through. I get an email from jotform that confirms that a form has been completed but nothing shows up in the Velocify system. I made sure the variable fields match the Jotform generated ones so I'm not sure what is going on.  Am I missing a integration step somewhere?

    Page URL:
    http://social.eclicklending.com/get-started.html

    POST velocify send post data webhook
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    JotForm Support

    Answered by jonathan on February 12, 2015 at 09:53 PM

    I checked your jotform http://www.jotform.us/form/50365024383147

    but I could not see the redirect URL for the Send POST data.

     

    Review the user guide also  -How-to-Post-Submission-Data-to-Thank-You-Page

    this could be the reason the post data were not being shown in the Velocify system.

    Try correcting this and test again.

    Please let us know if you need further assistance.

    Thanks.

     

     

     

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    Answered by midwestequity on February 13, 2015 at 12:34 PM

    I'm confused. I didn't think I was trying to post submission data to a thank you page - I thought I was setting up the integration with Webhooks using the integration wizard in JotForm. That's where I pasted the URL. I do still want the person to see a thank you message. Here is the URL for reference.

    https://secure.velocify.com/Import.aspx?Provider=Qlixite&Client=MidwestEquityMtgLLC&CampaignId=322

     

    Thanks for your help!

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    JotForm Support

    Answered by Mike on February 13, 2015 at 03:09 PM

    You are right, use can use the Webhook method instead of the post method mentioned by Jonathan.

    Your form has the following field variables. Have you mapped these variables on the Velocity side?

    q1_firstName

    q3_lastName

    q4_email4

    q5_phone5

    q6_zipCode

    q7_loanPurpose

    q8_loanAmount

    q9_creditScore

    q10_comments

    Thank you.

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    Answered by midwestequity on February 13, 2015 at 03:13 PM

    Yes - I mapped it based on those values. I did just try your previous suggestion and it did work. I don't get to use the "Thank You" message feature which is kind of a bummer but I'm glad it's functioning.

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    JotForm Support

    Answered by BDAVID on February 13, 2015 at 04:19 PM

    So, I am assuming everything is solved now, is that right? If you need anything else, please open a new thread, we will be glad to assist you.