Autotask + GoCanvas

Create Autotask contacts from new GoCanvas submissions

Streamline your contact management process with this efficient workflow. When a new submission is made in your GoCanvas app, this automation will instantly create a contact in Autotask, ensuring your contact information is always up-to-date. Save time and stay organized by automatically transferring your GoCanvas submissions to Autotask contacts.

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.
TriggerInstant
automatically do this!
Create Contact
Triggers when a new contact is found. Note: This trigger requires webhook creation permissions. See here on how to enable for your Zapier integration user.
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
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Invoice
Triggers when a new invoice is found.
Trigger
Scheduled
Try It

- Company
Trigger
Scheduled
Try It
- Opportunity
Trigger
Scheduled
Try It

New Task
Triggers when a new Task is found.
Trigger
Scheduled
Try It
New Time Entry
Triggers when a new time entry is found.
Trigger
Scheduled
Try It
- Help Text
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
Updated Quote
Triggers when a quote is updated.
Trigger
Scheduled
Try It
- Help Text
- Field
Trigger
Instant
Try It
Create Company
Creates a company.
Action
Write
- CompanyRequired
Action
Write
Create Ticket Note
Creates a ticket note.
Action
Write
- Article CategoryRequired
Action
Write
- OpportunityRequired
Action
Write
- CompanyRequired
Action
Write
- OpportunityRequired
Action
Write
- TaskRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Contract ID
- Company Name
Action
Search
- ID
- First Name
- Last Name
- Email Address
- Company
- Country
- Fax Number
- Phone Number
Action
Search
- Quote Name
- Quote ID
Action
Search
- Country IDRequired
Action
Search
- Resource IDRequired
Action
Search

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
- Company
- Assigned To Resource ID
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is found.
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
New Project
Triggers when a new Project is found.
Trigger
Scheduled
Try It
New Service Call
Triggers when a new service call is created.
Trigger
Scheduled
Try It
- Help Text
Trigger
Instant
Try It
- Help Text
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Company
Trigger
Scheduled
Try It
- Project
Trigger
Scheduled
Try It
- Company
Trigger
Scheduled
Try It
Create Company To-Do
Creates a new Company To-Do.
Action
Write
- CompanyRequired
Action
Write
- NameRequired
- Submitter IDRequired
- Organizational Level Association ID
- reimbursement Currency Cash Advance Amount
- Reimbursement Currency ID
- The week ending date (YYYY-MM-DD)Required
- Status
- Submit
Action
Write
- CompanyRequired
Action
Write
- ProjectRequired
Action
Write
- ContactRequired
Action
Write
- QuoteRequired
Action
Write
- TicketRequired
Action
Write
- Account ID
- Account Name
Action
Search
- Company Name
- Company ID
Action
Search
- Opportunity Title
- Opportunity ID
Action
Search
- Ticket ID
- Ticket Number
- Title
- Ticket Type
- Created By
- Assigned To
- Completed By
- Company
Action
Search
- Currency IDRequired
Action
Search
- Company Name
- Company ID
Action
Search or write

About Autotask

Autotask provides an IT business management solution that combines service desk, CRM, projects, time and expense, billing and more.

Learn more Help

Related categories

CRM (Customer Relationship Management)

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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.

Learn more Help

Related categories

Forms & Surveys

Similar apps

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Forms & Surveys

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Forms & Surveys

PRODUCTS

CAPABILITIES

By team

Autotask + GoCanvas

Create Autotask contacts from new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

New Company

Help Text

New Configuration Item

Help Text

New Invoice

New Opportunity

Company

New Quote

Opportunity

New Task

New Time Entry

Updated Configuration Item

Help Text

Updated Opportunity

Company

Updated Quote

Updated Ticket

Help Text

Field

Create Company

Create Contact

CompanyRequired

Create Ticket Note

Create Knowledge Base Article

Article CategoryRequired

Create Quote

OpportunityRequired

Update Company

CompanyRequired

Update Opportunity

OpportunityRequired

Update Task

TaskRequired

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contract

Contract ID

Company Name

Find Contact

ID

First Name

Last Name

Email Address

Company

Country

Fax Number

Phone Number

Find Quote

Quote Name

Quote ID

Find Country

Country IDRequired

Find Resource

Resource IDRequired

Delete Dispatch

App NameRequired

Item DescriptionRequired

Sync Reference Data With Google Sheets

Reference Data IDRequired

New Company "To Do" Event

Company

Assigned To Resource ID