Jotform Integration

In this video, we show you how to add a custom Jotform to your website that submits directly into your My Shop Assist jobs page. We cover how to create the form, what fields to include, and how to connect it to MSA. Then we demonstrate how to embed it on your site (using a Shopify store as an example) and how submissions automatically create an estimate with the customer’s info pre-filled in MSA. https://youtu.be/ayNHcnTGG64?si=AcdkbbAFOgzxWglG

Details

Field names to use (Jotform fieldname  -   MSA field it populates) (*means its a required field for MSA, and you should make it a required field in Jotform):

Name - Customers first and last name*
Company - Customers company name
Phone - Customers phone number*
Email - Customers email address*
Address - Customers Mailing address
Year - the vehicle year
Make - the vehicle make
Model - the vehicle model
Trim - the vehicle trimvehicle
Color - the vehicle color
vehicleVIN - the vehicle VIN. MSA will try to match the VIN to an existing vehicle, if there is no match, it will create a new vehicle.
vehiclePlate - vehicle License Plate
vehicleOdometer - Job Odometer reading
dateNeeded - populates a date field in MSA
serviceRequired -   its a task selector, so adding MSA tasks into this selector will add the selected task into the estimate automatically
shippingType  - its a task selector, so adding MSA tasks into this selector will add the selected task into the estimate automatically

www.jotform.com is where to create and manage your forms.


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