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GoCanvas + Salesforce

Create Salesforce attachments from new GoCanvas submissions

Effortlessly manage your GoCanvas submissions and Salesforce attachments with this seamless workflow. Once a new submission is received in your GoCanvas app, an attachment will be created in Salesforce, ensuring all essential documents are stored and organized without manual intervention. Save valuable time and stay on top of document management with this powerful automation.

Effortlessly manage your GoCanvas submissions and Salesforce attachments with this seamless workflow. Once a new submission is received in your GoCanvas app, an attachment will be created in Salesforce, ensuring all essential documents are stored and organized without manual intervention. Save valuable time and stay on top of document management with this powerful automation.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    SalesforceSalesforce
    Create Attachment

    Creates a new attachment (max 25MB).

    ActionWrite
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Supported triggers and actions

    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
    • History ObjectRequired

    Trigger
    Polling
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • Salesforce ObjectRequired

    • Record (Optional)

    Trigger
    Polling
    Try It
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About GoCanvas

GoCanvas provides a simple, drag and drop tool for creating your own mobile forms (called GoCanvas Apps) that can be filled out by your employees on their mobile devices. Customize your own mobile inspections, work orders, time cards, invoices, waivers and much more. Instantly transmit your data to customers and colleagues to keep your business moving at the speed of digital.

Related categories

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.