Are you compatible with InfusionSoft

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    Cindy Glover 
    Asked on February 09, 2016 at 08:24 AM

    We are needing the ability for a Contact to upload a file and us be notified that a file has been uploaded.

     

    Do you have this capability?

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    david
    Answered on February 09, 2016 at 11:39 AM

    We do indeed have an integration for Infusionsoft.  While editing your form, Click on Integration, CRM, then Infusionsoft to open the integration settings.  It will then ask for your form name and API:

    http://ug.infusionsoft.com/article/AA-00442/0/How-do-I-enable-the-Infusionsoft-API-and-generate-an-API-Key.html

    You can also upload files with our Infusionsoft widget:

    http://widgets.jotform.com/widget/infusionsoft_upload

    This would be instead of a regular file upload field.

    If you have any further questions, let us know and we will be happy to help.

  • Profile Image
    Cindy Glover 
    Answered on February 09, 2016 at 12:46 PM
    Thank you for your response
    Here is what I’m looking for
    I need a Contact to upload their file and be tagged that a file was received and continue to the next sequence.
    If they DO NOT, I need the contact to be tagged and NOT proceed thru the sequence.
    Is that possible with your system?
    ...
  • Profile Image
    david
    Answered on February 09, 2016 at 02:06 PM

    The integration will be triggered if the submission is completed.  There is not currently a way to only have the contact forwarded if a certain selection is made within the form.