Clientify + GoCanvas

Clientify + GoCanvas integrations

Create Clientify contacts from new GoCanvas submissions

Effortlessly maintain your customer records with this seamless workflow between GoCanvas and Clientify. When a new submission is made in GoCanvas, a contact is instantly created in Clientify, saving you time and ensuring that all your customer details are organized and up-to-date. Focus on growing your business, while this integration takes care of the rest.

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.
TriggerInstant
automatically do this!
Create ContactCreates a Contact in Clientify
ActionWrite

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More things you can do with GoCanvas and Clientify

Discover other triggers and actions you can use with GoCanvas and Clientify

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
- Tag
  Required
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write
- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
Try It
- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

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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 moreLearn moreHelpHelp

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Forms & Surveys

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