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DePinto_JenniferAsked on September 16, 2024 at 4:50 PM
Hi,
I am trying to create an integration in one of my forms and the zap template is there- Jotform to ABC Trainerize. I am trying to upload the submitted form to the client profile in Trainerize. The only thing it uploads is a text file. Can someone please look at this with me?
This is the area where the breakdown happens.
Thanks for the help
Jennifer DePinto
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Jessica JotForm SupportReplied on September 16, 2024 at 11:22 PM
Hi Jennifer,
Thanks for reaching out to Jotform Support. You might need to uncheck the setting "Require log-in to view uploaded files" in your account. Let me walk you through the steps:
- Click your Avatar at the top right of the screen.
- Click on Settings.
- Click on Security at the left sidebar.
- Uncheck Require Login to View Uploaded Files.
Additionally, you might consider reaching out to Zapier's support team for more troubleshooting on their side.
Give it a try and let us know if you have more questions.
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DePinto_JenniferReplied on September 17, 2024 at 12:42 PM
I have done the above and it is still not working. where do I find the actual file for the submissions of a particular form? I am attempting to have this zap (which is a zap template in Jotform) to perform the file upload function in ABC Trainerize however while following the steps in the template, there doesn't appear to be a map to the file. I don't believe this to be a zapier issue so I do not want to contact them for support and waste more time. Can you access my account and try to see where the problem is? Thank you
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John Matthew JotForm SupportReplied on September 17, 2024 at 1:40 PM
Hi Jennifer,
I understand what you're trying to do, however, I’ll need a bit of time to look into this. I’ll get back to you as soon as I can.
In the meantime, feel free to reach out if you have any more questions.
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John Matthew JotForm SupportReplied on September 18, 2024 at 3:27 PM
Hi Jennifer,
I appreciate your patience. The template is for uploading files to existing Clients in ABC Trainerize. I have tried replicating the template, and it's uploading attachments. Let me show you how:
- Go to the Configure tab from the Upload Attachments menu on the right.
- Enter the client's email from the form in the Email field.
- For the File field, enter the link below replacing {submission_id} with the Submission ID from Zapier.
https://jotform.com/server.php?action=getSubmissionPDF&sid={submission_id}
It should look like this after these steps:
Check the screenshot below for the result:
Give it a try, and let us know if there's anything else we can help you with.