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

At JotForm, we want to make sure that you’re getting the online form builder help that you need. Our friendly customer support team is available 24/7.

We believe that if one user has a question, there could be more users who may have the same question. This is why many of our support forum threads are public and available to be searched and viewed. If you’d like help immediately, feel free to search for a similar question, or submit your question or concern.


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    Are you compatible with InfusionSoft

    Asked by Cindy Glover  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?

    infusionsoft and upload a file a US
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    JotForm Support

    Answered by david 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.

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    Answered by Cindy Glover  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?
    ...
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    JotForm Support

    Answered by david 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.