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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    InfusionSoft: Ability to send files to InfusionSoft File Box.

    Asked by CindyLOPCO on February 18, 2016 at 03:15 PM

    Good afternoon, 

     

    I am the Office Manager with LOPCO Contracting and have been looking for your type of product for MONTHS!!

     

    Who can I talk to, or can you direct me to, for assistance with integrating the file upload to the InfusionSoft File Box. 

     

    I've a feeling I'm not the only customer "out here" that needs this feature - Maybe you can put me in contact with someone that is currently using this?

     

    I've noticed you have a User Forum which I'll be reviewing in just a little bit. 

    infusionsoft office product assistance and
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    JotForm Support Manager

    Answered by Jeanette on February 18, 2016 at 06:38 PM

    Thank you for your feedback, I've forwarded your inquiry to our developers, hopefully this will be added soon.

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    Answered by Parsey  on February 18, 2016 at 10:07 PM

    In the meantime Cindy, our app Parsey can help you accomplish this. Simply forward the email notification from Jotform to Parsey, we'll update the contact record and upload the file to the Infusionsoft contact record file box.

    Create a free account and give us a call to help you get started.