This project is an API Integration project, between FastFieldForms and Mindbody.
We are converting our paper office forms into electronic forms, using a company called FastFieldForms ([login to view URL]). FastFieldForms can output the office form into many formats. We would like the outputted FastFieldForm form in a PDF format (which FastForms is able to do), and then integrate that PDF form via API into our CRM system called Mindbody....into the customer profile "Documents" page.
The experience required is familiarity with Mindbody ([login to view URL]) API, JSON, and how to take the PDF output from FastFieldForms, integrate with Mindbody, and auto-upload the pdf document into the Documents page of the Customer Profile.
Additional details: We are going to use FastFieldForms to convert all of our office forms to online/digital. That part is on me, I can do that. When the form is completed and submitted in the FastFieldForm software by the End User, there are many outputs FastFieldForms allows. We would like the have the output to integrate with Mindbody Online, locate the customer in Mindbody (using a phone number or email address as the unique identifier), and auto-upload the FastFieldForm (as a PDF) into the Customer Profile in Mindbody. That's it. So it will require you to visit the FastFieldForms website to see the different outputs. It will also require you to go to the Mindbody website, to their developer API site too, and determine how Mindbody can accept the form and match it to the Customer Profile. There is a Documents section for every Customer Profile, which documents can be uploaded to manually. We want this to be an auto-upload in the future as the result of this project.