Jotform and freshbooks integration using zapier

  • adaormsby
    Asked on July 25, 2015 at 12:16 AM

    my jotform mirrors the fields of the fresbooks invoice, however the freshbooks integration wizard only shows two fields, e-mail and full name, and the add field does not doe anything either, i need to see the freshbooks fields or my jot fields... thank you for any light you can shed on this subject

  • Sammy
    Replied on July 25, 2015 at 4:31 AM

    Could you try reintegrating with the jotform on the zapier side, also kindly provide a link to your form so that i can be able to examine the fields.

    In zapier the addition fields should be at the bottom of the list

    Jotform and freshbooks integration using zapier Image 1 Screenshot 20

     

  • ada
    Replied on August 12, 2015 at 11:04 AM

    I am sorry, have not had the time to work on fixing this, will try to do what you recommend.  Is this the link you mention in your message? https://secure.jotform.us/form/51398707064158

    I want to fix this before starting generating invoices in freshbooks when a jot form is submitted.

    Thank you.

    Ada

  • Boris
    Replied on August 12, 2015 at 1:48 PM

    Yes, that is the link to the form that my colleague was asking about. Thank you.

    I have logged into your JotForm account to check how this integration is set up, and I couldn't actually examine your integration - I received an error stating invalid login page name, or Authentication token.

    Jotform and freshbooks integration using zapier Image 1 Screenshot 60

    Jotform and freshbooks integration using zapier Image 2 Screenshot 71

    If you are seeing the same, please do try to Remove integration.

    You do not seem to be using Zapier, but only the Freshbooks integration.

    For the Freshbook integration, or any other integration, to be able to use entered form data - please use correct field types to collect specified data. This means, please use an actual Address field on your form to collect the address:

    Jotform and freshbooks integration using zapier Image 3 Screenshot 82

    Please use the Email field to collect emails, use Phone field to collect phone numbers, etc. You can find these fields under Quick Tools on the left.

    Jotform and freshbooks integration using zapier Image 4 Screenshot 93

    Until you do, only the Fullname and Email fields are available for the integration. Trying to add an address through a non-address field will result in an error, and the same goes for phone numbers.

    Jotform and freshbooks integration using zapier Image 5 Screenshot 104

    After adding these fields to your form, please remove your existing integration and try re-integrating it again - setting up the integration from the beginning. Please let us know how it goes.

  • adaormsby
    Replied on August 12, 2015 at 1:57 PM

    Thank you!, I actually think that I successfully integrated them, not sure about the invoices fields because I have many items, quantity and cost.. filled the required fields but not sure how the invoices will look, will change accordingly.  Also discovered that it is easier to do fresbooks to freshbooks zapier to create an invoice than creating an invoice from a jot form.

    Still working in debugging.  Thank you.

  • Mike
    Replied on August 12, 2015 at 4:23 PM

    Thank you for your update.  I think that our freshbooks integration is mostly designed to work based on a payment field, so that zapier based integration is probably more flexible.

    Jotform and freshbooks integration using zapier Image 1 Screenshot 20

    Let us know if you need any further assistance.

  • ada
    Replied on May 5, 2017 at 3:43 AM
    Dear Jot Form, I hope that you are doing well. For some reason I stopped receiving notifications via e-mail when a new submission is received. The last e-mail notification was March 13, 2017. I have changed the e-mails (oxford-apartments@comcast.net and ada_o@comcast.net ) but continue to not receive notifications, I have also checked my subscription. Do I need to be in Jot 4.0?, if yes, how do I do that?
    Thank you,
    Ada Ormsby

    ...
  • Chriistian Jotform Support
    Replied on May 5, 2017 at 3:53 AM

    @ada,

    This seems to be an old thread. I have moved your latest concern to a separate thread. You can find it here: https://www.jotform.com/answers/1137188. We will attend to your concern there shortly.

    Regards.