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    JotForm Integration via ITMOOTI

    JotForm Integration

     

    About

    JotFormexternal link is a popular online form builder with hundreds of customizable templates, many of which are mobile responsive. This integration is provided by an independent company, ITMOOTIexternal link.

     

    This integration leverages the power of the ONTRAPORT APIexternal link to allow JotForm forms to add or update Contacts into your ONTRAPORT database as well as add Tags and Sequences.

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    Prerequisites

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    Obtaining ONTRAPORT API Credentials

    1. In ONTRAPORT, click your email address at the top right

    2. Navigate to Administration > Integrations section > ONTRAPORT API Instructions and Key Manager Show me

    3. Click the New API Key button  Show me

       

      1. If you receive the API Application form, fill it out and submit it. Show me

      2. When your API application is approved, return here and generate the key as shown in step 4 below.

      3. We need to ask these brief questions to help protect both you and each of our other existing customers from potential exploits that could hurt their marketing efforts. Approval takes from one to two business days.

    4. When your API Key request has been granted, return and click the New API Key button again. Name the API Key. Select the Contact Owner and check off all Permissions. Click Save. Show me

       

    5. Copy the App ID and API Key for use later Show me

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    Obtaining the JotForm API Key

    1. Log into JotForm and create a form.

    2. Click Account in the Administration menu.Show me

    3. Click on the API icon and the Create New Key button. Copy the new API key for use later.Show me

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    Sign Up at ITMOOTI

    1. Sign up at ITMOOTIexternal link

    2. Click the Get Started button Show me

    3. ITMOOTI provides a 30 day free trial for all applications. Click the Launch button for the application you want to integrate. Show me

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    Integrating JotForm

    1. Log into your ITMOOTI account

    2. Click the Launch button for the JotForm - ONTRAPORT integration Show me

    3. Click the Create New Account Configuration button Show me

    4. In the Add / Edit Configuration dialog box, name the integration and click to Select JotForm Credentials Account. Name the credential and paste in the JotForm API Key and click Save. Show me

    5. Select or create the ONTRAPORT Credentials Account using the APP ID and API Key obtained earlier. Enter your default email address and the date format you wish to use. Click Save.Show me

    6. Click Select Account to select the form to use.Show me

    7. Click the Match icon on the form you want to use.Show me

    8. The Configure Form screen appears, showing the JotForm fields on the left and the ONTRAPORT fields on the right. Click the Contact Information section in the ONTRAPORT column to expose the Contact fields. Drag and drop the ONTRAPORT fields into the center column to match them with the JotForm fields. Show me

      1. Legacy versions of JotForm may cause ITMOOTI to pop up a notice that the webhook was not created:

      2. If this happens, refer to this ITMOOTI Help Desk articleexternal link or follow these instructions:  Copy the URL in the pop up. Open the Form for editing in JotForm by clicking My Forms, selecting the form and clicking Edit Form.Show me

      3. Click on Integrations and select the Other tab. Click the Webhooks icon.Show me

      4. Paste the webhook URL into the Webhooks Wizard. Click Next and Finish.Show me

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    FAQs

    Q. Where can I get support for this integration?

    A. ITMOOTIexternal link provides all support for the integration.

    Q. JotForms allows images to be added to forms. Can I import them into the ONTRAPORT Contact record?

    A. No, reliable data entry will happen only for the field types ONTRAPORT supports. Images imported into text fields will appear as a random string of characters rather than an image.

    Q. Where can I find out more about JotForm?

    A. Check the JotForm User Guideexternal link for more information.

    Q. Can JotForm or ITMOOTI see my personal information in ONTRAPORT?

    A. No, the API functions expose only the data inside your account such as Contacts, and not your personal information.

    Q. Can I use the advanced features of JotForm, such as file uploads, e-signature blocks, etc.?

    A. Yes! ITMOOTI has several examples of using the file upload function to store a customer file in Dropbox and the URL to it in a text field in ONTRAPORT, storing PDF copies of the form submission online, etc.

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