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Chekkit + GoCanvas

Create Chekkit customers from new GoCanvas submissions

Effortlessly streamline your customer management process with this workflow, which creates a new customer in the Chekkit app whenever there's a new submission in the GoCanvas app. Keep your customer database up-to-date and organized, allowing you to focus on providing top-notch service and fostering lasting relationships with your clients.

Effortlessly streamline your customer management process with this workflow, which creates a new customer in the Chekkit app whenever there's a new submission in the GoCanvas app. Keep your customer database up-to-date and organized, allowing you to focus on providing top-notch service and fostering lasting relationships with your clients.

  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!
    ChekkitChekkit
    Create a New Customer

    Create a new customer (and optional message) in Chekkit.

    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
  • Chekkit triggers, actions, and search

    New Inbound Text Message

    Triggers when you a receive a new SMS message to your Chekkit account.

    Trigger
    Scheduled
    Try It
  • Chekkit triggers, actions, and search

    New Textchat Message

    Triggers when a new message is sent through your textchat widget.

    Trigger
    Scheduled
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
  • Chekkit triggers, actions, and search

    New Review Invitation Sent

    Triggers when a new review invitation is sent.

    Trigger
    Scheduled
    Try It
    • Full NameRequired

    • Mobile Phone

    • Email

    • text

    Action
    Write
chekkit logo
chekkit logo

About Chekkit

Chekkit is a review management and messaging tool for local business.
Learn moreHelp

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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