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Capsule CRM + GoCanvas

Create tasks in Capsule CRM for new GoCanvas submissions

Streamline your GoCanvas submissions and Capsule CRM task management with this efficient workflow. When a new submission is made in GoCanvas, a task will be created in Capsule CRM, ensuring you stay on top of important updates. Save time on manual data entry and keep your CRM tasks organized with this seamless automation.

Streamline your GoCanvas submissions and Capsule CRM task management with this efficient workflow. When a new submission is made in GoCanvas, a task will be created in Capsule CRM, ensuring you stay on top of important updates. Save time on manual data entry and keep your CRM tasks organized with this seamless automation.

  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!
    Capsule CRMCapsule CRM
    Create Task

    Creates a new Task.

    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

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It

    • App NameRequired

    • Item DescriptionRequired

    Action
    Write

    • Reference Data IDRequired

    Action
    Write

    • ActionRequired

    Trigger
    Instant
    Try It

    • ActionRequired

    Trigger
    Instant
    Try It
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)

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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.
Learn moreHelp

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Related Zap Templates

  • Create opportunities in Capsule CRM from new GoCanvas submissions
  • Create GoCanvas dispatches when new or updated opportunities arise in Capsule CRM

Related Zap Templates

 

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