Close + GoCanvas

Update Close opportunities when new submissions are created in GoCanvas

Effortlessly update sales opportunities in Close whenever a new submission is made in GoCanvas. This seamless workflow takes the latest submissions from GoCanvas and instantly updates the corresponding opportunities in Close, ensuring your sales team stays up-to-date and streamlines their entire process. Say goodbye to manual data entry and increase your team's efficiency with this powerful automation.

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!
Update Opportunity
Updates an existing Opportunity.
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
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
Trigger
Instant
Try It
- Contact Smart View IDRequired
Trigger
Scheduled
Try It
- Custom Activity V 2 Instructions
- Custom Activity TypeRequired
- Filled-in fields
Trigger
Instant
Try It

- Direction
- Template ID
- User ID
Trigger
Instant
Try It
- Type
- User IDRequired
Trigger
Instant
Try It

- New Status ID
- Old Status ID
- Trigger on Lead Creation
Trigger
Instant
Try It
- Statuses
Trigger
Instant
Try It
- Object TypeRequired
- ActionRequired
- User ID
- Changed Fields
Trigger
Instant
Try It
- New Status ID
- New Status Type
- Old Status ID
- Old Status Type
- Trigger on Opportunity Creation
Trigger
Instant
Try It
- Workflow
- ActionRequired
Trigger
Instant
Try It
- Completed?
- Assigned to User
Trigger
Instant
Try It
- Lead IDRequired
- Address Label
- Address 1
- Address 2
- City
- State
- Zipcode
- Country
Action
Write
- Email IDRequired
Action
Write
- TypeRequired
- MetricsRequired
- Date RangeRequired
- Users
- groups
- Query
Action
Write
- MetricsRequired
- Date RangeRequired
- Users
- Groups
- Query
Action
Write
- Template IDRequired
- Lead Smart View or (deprecated) Search QueryRequired
- Exclude leads that already received this email templateRequired
- Contact PreferenceRequired
- Send Done EmailRequired
- Email Acccount
Action
Write
- LeadRequired
- Contact ID
- Phone Number
- Direction
- Duration
- Text
- Recording URL
- User ID
Action
Write
- LeadRequired
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Write
- LeadRequired
- Contact
- StatusRequired
- Date Created
- Date Scheduled
- To
- Cc
- Bcc
- Subject
- Body Text
- Body HTML
- Template
- Follow-Up Date
- Email Account ID
Action
Write
- Email AddressRequired
- RoleRequired
Action
Write
- Lead IDRequired
- Text TypeRequired
- Attachments
Action
Write
- Report breakdownRequired
- PipelineRequired
- Report typeRequired
- Report Period (range)
- Report Period (dates)
- Created Period (range)
- Created Period (dates)
- Comparison Period (range)
- Comparison Period (dates)
- Comparison Period (custom dates)
- Smart View
- Users or Groups
Action
Write
- LeadRequired
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
Action
Write
- ContactRequired
- WorkflowRequired
- Send emails from
- Assign calls to
- Send SMS from
Action
Write
- LeadRequired
- Contact ID
- Date Created
- StatusRequired
- Date Scheduled
- Local PhoneRequired
- Remote PhoneRequired
- Text
- Template
- SourceRequired
Action
Write
- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
Action
Write
- Phone NumberRequired
- Call Forwarding Enable/DisableRequired
- Forward to Number
Action
Write
- Contact IDRequired
- Name
- Title
- Email Addresses
- Phone Numbers
- Urls
- Add to or Replace
Action
Write
- Note
- Custom Object IDRequired
- Custom Object TypeRequired
- Custom Object Name
Action
Write
- Note IDRequired
- Text TypeRequired
Action
Write
- SubscriptionRequired
- ActionRequired
Action
Write
- Task IDRequired
- Assigned To
- Text
- Date
- Is Complete
Action
Write
- Direction
- Note
- User ID
- Date Range
- Find First Call on Lead
- Lead ID
- Or Search by Call ID
Action
Search
- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
Action
Search
- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
Action
Search
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
Action
Search
- Note Contains Words Starting With...
- Lead ID
- Or Search by Note ID
Action
Search
- Workflow
- Contact ID
- Lead ID
Action
Search
- Full Name
- Email
- Or Search by User ID
Action
Search
- Custom Activity TypeRequired
- Status
- LeadRequired
- Search by Custom Activity ID
- Custom Activity TypeRequired
- Created By User
- StatusRequired
Action
Search or write
- Note
- Result LimitRequired
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Search or write
- Note Contains Words Starting With...
- Lead IDRequired
- Or Search by Note ID
- Text TypeRequired
- Attachments
Action
Search or write
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
- Assigned To
- LeadRequired
- Date
- TextRequired
- Is Complete
Action
Search or write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
- Direction
- Completed?
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Trigger ActionsRequired
- Custom Object TypeRequired
Trigger
Instant
Try It
- Completed?
Trigger
Instant
Try It
- Status ID
Trigger
Instant
Try It
- Lead Smart View
- (deprecated) Search Query
Trigger
Scheduled
Try It
- Added or Removed?
Trigger
Instant
Try It
- Note Contains Words Starting With...
Trigger
Scheduled
Try It
- Status ID
- Status Label
- Status Type
- Value Period
- Assigned to User
Trigger
Instant
Try It
- Direction
- User ID
Trigger
Instant
Try It
New Unsubscribed Email
Triggers when a new email address is unsubscribed from Close.
Trigger
Instant
Try It
- Call IDRequired
Action
Write
- Contact IDRequired
- Email AddressRequired
Action
Write
- Source Lead IDRequired
- Destination Lead IDRequired
Action
Write
- Send Done EmailRequired
- TypeRequired
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Action TypeRequired
- Smart View or (deprecated) Search QueryRequired
- Workflow ID
- Send Done EmailRequired
Action
Write
- LeadRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Write
- Note
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Write
- Export TypeRequired
- FormatRequired
- Lead Smart View or (deprecated) Search Query
- Fields
- Include Activities
- Include Smart Fields
Action
Write
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Write
- Lead Smart View or (deprecated) Search QueryRequired
Action
Write
- Opportunity Query
- Lead Smart View or (deprecated) Search Query
- Status Types
- Statuses
- User IDs
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- User ID
- Start Date
- End Date
- Or Use a Date Range Label
Action
Write
- NameRequired
- QueryRequired
- Share With Specific Users
- Or Share With Organization
Action
Write
- Report TypeRequired
- Lead Smart View or (deprecated) Search Query
- Start Date
- End Date
- Or Use a Date Range Label
- User ID
Action
Write
- Group(s) to Select From
- Availability
Action
Write
- Call IDRequired
- Contact
- Text
- Phone Number
- Duration
- Recording URL
Action
Write
- Custom Activity IDRequired
- Custom Activity TypeRequired
- Status
Action
Write
- Lead IDRequired
- Company Name
- Description
- Url
- Status
Action
Write
- Opportunity IDRequired
- Assigned to User
- Contact ID
- Status
- Confidence
- Value
- Value Period
- Close Date
- Notes
Action
Write
- Smart View IDRequired
- Name
- Query
- Share With Specific Users
- Or Share With Organization
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Copy Text
- User ID
- From Email Or Domain
- From Name
Action
Search
- Custom Activity TypeRequired
- Status
- Lead ID
- Search by Custom Activity ID
Action
Search
- Group Name
- Group ID
Action
Search
- Result LimitRequired
- Date
- Assigned To
- Status
- Title
- Lead ID
- Search by Meeting ID
Action
Search
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- Opportunity Lead ID
- Or Search by Opportunity ID
Action
Search
- Assigned To
- Due Date
- Description
- Is Complete
- Lead ID
- Or Search by Task ID
Action
Search
- Result LimitRequired
- Contact Name
- Contact Title
- Contact Email
- Contact Phone
- Lead ID
- Search by Contact ID
- LeadRequired
- Name
- Title
- Url
- Office Phone
- Mobile Phone
- Home Phone
- Direct Phone
- Fax Phone
- Other Phone
- Office Email
- Home Email
- Direct Email
- Other Email
Action
Search or write
- Note
- Custom Object TypeRequired
- Lead ID
- Custom Object Name
- Search by Custom Object ID
- Lead IDRequired
- Custom Object TypeRequired
- Custom Object NameRequired
Action
Search or write
- Company Name
- Company Name Matching
- Company URL
- Email
- Phone
- Or Search by Lead ID
- Or Use a Custom Search Query
- Company Name
- Description
- URL
- Status
- Contact Name
- Contact Title
- Contact Office Email
- Contact Direct Email
- Contact Home Email
- Contact Other Email
- Contact Office Phone
- Contact Direct Phone
- Contact Mobile Phone
- Contact Home Phone
- Contact Fax Phone
- Contact Other Phone
- Contact URL
- Address Label
- Address Street 1
- Address Street 2
- Address City
- Address State
- Address ZIP Code
- Address Country
- Note
- Text
- Note
- Task Text
- Task Due Date
- Task Assignee
- Note
- Opportunity Status
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Date
- Opportunity Note
- Opportunity User
Action
Search or write
- Opportunity Status ID
- Opportunity Status Type
- Opportunity Value
- Opportunity Value Period
- Opportunity Confidence
- Opportunity Close Date
- Opportunity User
- Opportunity Note
- LeadRequired
- Or Search by Opportunity ID
- StatusRequired
- Confidence
- Value
- Value Period
- Close Date
- Note
- User
- Contact ID
Action
Search or write

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.

Learn more Help

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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

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PRODUCTS

CAPABILITIES

By team

Close + GoCanvas

Update Close opportunities when new submissions are created in GoCanvas

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

New Call Recording

New Contact in Contact Smart View

Contact Smart View IDRequired

Published Custom Activity

Custom Activity V 2 Instructions

Custom Activity TypeRequired

Filled-in fields

New Email

Direction

Template ID

User ID

New Inbox Item

Type

User IDRequired

New Lead in Status

New Status ID

Old Status ID

Trigger on Lead Creation

New Meeting

Statuses

New Event

Object TypeRequired

ActionRequired

User ID

Changed Fields

New Opportunity in Status

New Status ID

New Status Type

Old Status ID

Old Status Type

Trigger on Opportunity Creation

New or Updated Workflow Subscription

Workflow

ActionRequired

New Task

Completed?

Assigned to User

Add Address to Lead

Lead IDRequired

Address Label

Address 1

Address 2

City

State

Zipcode

Country

Delete Email

Email IDRequired

Export Activity Report to CSV

TypeRequired

MetricsRequired

Date RangeRequired

Users

groups

Query

Run Activity Overview Report

MetricsRequired

Date RangeRequired

Users

Groups

Query

Create Bulk Email

Template IDRequired

Lead Smart View or (deprecated) Search QueryRequired

Exclude leads that already received this email templateRequired

Contact PreferenceRequired

Send Done EmailRequired

Email Acccount