Add new GoCanvas submissions to a list in Affinity as people, organizations, or opportunities
Easily manage contacts and opportunities in Affinity whenever there's a new submission in GoCanvas with this efficient workflow. When a new submission is received in GoCanvas, this automation will add a person, organization, or opportunity to a specified list in Affinity. This helps you keep your Affinity lists up-to-date and ensures that valuable information gathered in GoCanvas submissions is effortlessly organized and accessible in your CRM.
- When this happens...New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
- automatically do this!Add a Person, Organization, or Opportunity to a ListAdd a person, organization, or opportunity to a list. Duplicate entries can be created.
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More things you can do with GoCanvas and Affinity
Discover other triggers and actions you can use with GoCanvas and Affinity
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Organization
Triggers when a new organization is added.
Try ItTriggerPolling - ListRequired
Try ItTriggerPolling
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- ListRequired
Try ItTriggerPolling- New List
Triggers when a new list is added.
Try ItTriggerPolling
Related categories
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.
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