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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    How can I access all lead/contact fields in insightly?

    Asked by haug on June 29, 2016 at 11:06 PM
     

    When I link my form with insightly I can only select a limited list of fields to match with the form fields. Custom fields, for example, are not showing up although they are accessible thriough the insightly api. Am I doing something wrong?

    Christoph

    contact fields custom fields insightly CRM integration
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    JotForm Support

    Answered by Chriistian on June 30, 2016 at 12:25 AM

    I tested the form with my insightly account, and it appears that the fields are shown properly on the left side. However, it does appear that the custom fields are currently not displayed. Unfortunately, only the fields seen in the dropdown can be matched with the form, so custom fields cannot be matched at this time.

    If you need further assistance, please let us know.

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    Answered by haug on June 30, 2016 at 10:45 AM
    Hi Chriistian,
    So are you planning to fix this any time soon? It would be great to use jotform with insightly but without the custom fields, it’s useless. As I said, the api fully supports custom fields as well as tags so it’s only a matter of adding that functionality to your insightly module…
    Regards,
    Christoph
    ...
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    JotForm Support

    Answered by Mike_G on June 30, 2016 at 12:25 PM

    I have submitted a request on your behalf to our developers so they may look into it. We would like to apologize for we cannot provide any ETA to when this will be available. However, rest assured that you will be notified via this thread for updates if there are any. 

    Thank you.

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    JotForm Support

    Answered by TitusN on July 08, 2016 at 04:11 AM

    Custom Fields are now available - they will be automatically listed while matching fields.

    Please open your integration and match your custom fields. 

    Cheers! 

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    Answered by haug on July 08, 2016 at 10:23 AM

     

    This is great! Well done.

    However, after I integrated, my Form no longer works. It just gives me an error "This form is currently unavailable!" (see https://form.jotform.com/61794233831256). I also cannot move the fields around any more in the editor. I don't know if it's relatee to the custom fields or not, but it's a problem. I have tried reloading the page, but it did not help.
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    JotForm Support

    Answered by Mike_G on July 08, 2016 at 11:56 AM

    @haug

    I have moved your new concern to a new thread considering it is a different issue. You may click the link below to go to the new thread.

    http://www.jotform.com/answers/878415

    Thank you.