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Affinity + GoCanvas

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.

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.

  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!
    AffinityAffinity
    Add a Person, Organization, or Opportunity to a List

    Add a person, organization, or opportunity to a list. Duplicate entries can be created.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • Affinity triggers, actions, and search

    New Organization

    Triggers when a new organization is added.

    Trigger
    Scheduled
    Try It
    • ListRequired

    Trigger
    Scheduled
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • ListRequired

    Trigger
    Scheduled
    Try It
affinity logo
affinity logo

About Affinity

Affinity is a collective intelligence CRM, helping you keep track of the people and organizations in your network.
Help

Related categories

  • CRM (Customer Relationship Management)

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gocanvas logo
gocanvas logo

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.

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