Agency Elephant + GoCanvas

Agency Elephant + GoCanvas integrations

Create or update Agency Elephant leads from new GoCanvas submissions

Effortlessly manage your leads with this convenient workflow. When a new submission is made in the GoCanvas app, this automation will create or update a lead in the Agency Elephant app, ensuring your lead information stays up to date and organized. Spend less time on manual tasks and focus on growing your business with this seamless integration.

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.
TriggerInstant
automatically do this!
Create or Update LeadCreate a new lead, or updates an existing lead.
ActionWrite

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More things you can do with GoCanvas and Agency Elephant

Discover other triggers and actions you can use with GoCanvas and Agency Elephant

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
- Event
  Required
- Pipeline Status
  Required
Trigger
Instant
Try It
- Event
  Required
- Group
  Required
Trigger
Instant
Try It
- Group
  Required
Trigger
Instant
Try It

- Lead ID
  Required
- Action
  Required
- Tags
  Required
Action
Write
- Select a group
  Required
- Select a tag
- Select Pipeline Status
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
- Event
  Required
- Tag
  Required
Trigger
Instant
Try It
New Group
Triggers when a new Group is created.
Trigger
Instant
Try It
- Lead ID
  Required
- Action
  Required
- Pipeline Status
  Required
Action
Write
- Lead ID
  Required
- Action
  Required
- Group
  Required
Action
Write
- Enter a keyword
  Required
- Select a group
Action
Search

About Agency Elephant

Agency Elephant is a sales automation tool that makes outbound prospecting and leads follow up easy for the salespeople.

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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.

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Forms & Surveys

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