Update CINC leads when new GoCanvas submissions are received
Efficiently manage new submissions from your GoCanvas app by updating the corresponding lead in the CINC app with this seamless workflow. Once activated, it will ensure that every time a new submission is received in GoCanvas, the related lead in CINC is updated promptly. This way, you can effortlessly keep your lead data up-to-date and maintain consistency across the platforms.
- 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.
- automatically do this!Update LeadUpdates existing lead in the CINC CRM.
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More things you can do with GoCanvas and CINC
Discover other triggers and actions you can use with GoCanvas and CINC
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Agent Assigned
Triggers when an agent is assigned.
Try ItTriggerInstant - Agent Auto Reassign Completed
Triggers when auto reassign on a lead has completed for any reason.
Try ItTriggerInstant
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- Agent Auto Reassigned
Triggers when an agent is assigned via auto reassign.
Try ItTriggerInstant - Label Applied
Triggers when a label is applied.
Try ItTriggerInstant
Related categories
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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