InfusionSoft: Ability to send files to InfusionSoft File Box.

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    CindyLOPCO
    Asked 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. 

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    Jeanette
    Answered 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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    Parsey 
    Answered 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.