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    InfusionSoft Integration: automatically refreshing the token without manually editing the integration

    Asked by lidimocko on April 25, 2016 at 12:01 PM

    Dear Support team,

    I am testing Jotform integration with InfusionSoft, and I am concerned about moving forward with it because I am not sure if jotform will be able to keep the apps integrated, based on a few posts I have seen related to the authentication. 

    For the integration to work, Jorform needs to refresh the authorization token periodically, otherwise the form won't stay connected. See the link below with information about how to handle authentication using InfusionSoft's API:

    https://developer.infusionsoft.com/tutorials/making-oauth-requests-without-user-authorization/#as-you-go-refresh-the-access-token

    Also, note that InfusionSoft account owner will be using jotform integration to request information from their InfusionSoft contacts. Since these contacts are the end users, they won't have the information to recreate the connection between infusionSoft and JotForm. 

    That's why it is important that Jotform has the logic to renew the authentication token before it expires. 

    Other situations that could disconnect the apps

    Now, it is important that the token is refreshed, and that there is some type of email notification sent out to the jotform account owner when they need to refresh this notification. This could happen in the following scenarios: if InfusionSoft is doing maintenance on their servers, and when they are back online the connection needs to be authenticated again, or when Jotform is doing some type of maintenance. 

    Without some type of notification, the connection between the apps won't be reliable. 

    Can you please check with your development team and let me know if these issues are being considered in their InfusionSoft integration?

     

     

    Page URL:
    https://form.jotform.com/61139153906152

    infusionsoft authentication access token
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    JotForm Support

    Answered by Welvin on April 25, 2016 at 01:26 PM

    If I remember it correctly, the Infusionsoft app is originally developed by a third party, but our developers replaced it with the current one in the apps section so I'm sure they are already aware of the expiration. There are tickets about it so if you want, I can also forward this thread to our backend so you'll be notified of updates. 

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    Answered by lidimocko on April 27, 2016 at 12:05 PM

    Hi Welvin, 

     

    Yes, can you please forward this to your developers? I want to confirm that the InfusionSoft integration is refreshing the authentication, and remains connected to the InfusionSoft instance. 

     

    Note, here I am not talking about the InfusionSoft File Upload Widget, available when I click on Browse widgets.

    By the way, that widget is not very useful, since it requires a InfusionSoft user id, when most of the time, InfusionSoft account holders want a infusionSoft contact to upload the file (and a contact is not a user in infusionSoft, therefore does not have a user id). 
     

    Regards, 

    Lidi Mocko

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    JotForm Support

    Answered by Welvin on April 27, 2016 at 01:11 PM

    I have now forwarded this thread to our developers. You'll be notified here once updates are made to it. 

    Yes, I understand that you are referring to our Infusionsoft integration, under apps. But with regards to the InfusionSoft File Upload widget, allow me to address that as well. We have some tickets about it so I think I should forward your concern as well. Please follow up on that here: https://www.jotform.com/answers/827747

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    JotForm Support

    Answered by NeilVicente on June 02, 2016 at 11:29 PM

    Hi Lidi,

    We refresh a form's InfusionSoft token each time it is submitted, so the access tokens are always fresh.

    As for the posts you have seen, they are related to a bug that affected EU-hosted forms and prevented them from renewing the tokens. We have fixed the said bug today.

    Hope this answers your question.

    Cheers!