I am trying to automate signed documents or web merge documents to save to the contacts filebox with out having to upload manually, is this possible or will I have to add documents each time they are made.
Grady_Flinn (Grady Flinn) #1
John_Borelli (John Borelli) #2
TheAPIGuys.com have a fairly clear tutorial on how to do this:
Greg_Jenkins (Greg Jenkins) #3
I think you can also use PlusThis or MyFusionHelper to automatically add files to the Infusionsoft Filebox.