Alert Communications + GoCanvas
Create new Alert Communications leads from GoCanvas submissions
Effortlessly manage new submissions and leads with this time-saving workflow. When a new submission is received in your GoCanvas app, this automation will create a lead in Alert Communications, ensuring that your team stays updated and can follow up promptly. Keep your sales process streamlined and responsive without the need for manual input, making lead management a breeze.
Effortlessly manage new submissions and leads with this time-saving workflow. When a new submission is received in your GoCanvas app, this automation will create a lead in Alert Communications, ensuring that your team stays updated and can follow up promptly. Keep your sales process streamlined and responsive without the need for manual input, making lead management a breeze.
- When this happens...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.
- automatically do this!Create Lead
Create a new lead in the Alert system
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
First NameRequired
Last Name
Email
Phone
Address
City
State
Zip
Summary / Notes
Custom Contact ID
Lead Source
Lead Status
Case Type
User Custom Field 0
User Custom Field 1
User Custom Field 2
Lead idRequired
First Name
Last Name
Email
Address
City
State
Zip
Custom Contact ID
User Custom Field 0
User Custom Field 1
User Custom Field 3
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
Lead idRequired
Document IDRequired
Lead IDRequired
StatusRequired
