Commusoft + GoCanvas

Commusoft + GoCanvas integrations

Create new Commusoft customers from new GoCanvas submissions

Effortlessly manage your customer information with this seamless workflow between GoCanvas and Commusoft. Whenever a new submission is made in GoCanvas, this automation creates a new customer in Commusoft, helping you streamline your customer data management process. Save time and minimize manual data entry errors with this efficient and reliable solution.

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 New CustomerThis action always create a new customer in Commusoft. Before using this action please ensure the given customer is not there in Commusoft.
ActionWrite

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More things you can do with GoCanvas and Commusoft

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

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
New Customer
Triggers when a new customer is created.
Trigger
Instant
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Job Closed
Triggers when a job is closed.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
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New Job
Triggers when a new job is created.
Trigger
Instant
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New Proposal
Triggers when a new proposal is created.
Trigger
Instant
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New Work Address
Triggers when a new work address is created.
Trigger
Instant
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Opportunity Cancelled
Triggers when an opportunity is cancelled.
Trigger
Instant
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Opportunity Won
Triggers when an opportunity is won.
Trigger
Instant
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New Office Tasks
Triggers when a new tasks is created.
Trigger
Instant
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- Customer Type
  Required
- AddressLine1
  Required
- Company Name
- Company Landline
- Company Email
- Title
- Email
- Surname
- Name
- AddressLine2
- AddressLine3
- Town
- County
- Postcode
- Landline
- Mobile
- Country code
Action
Write
- Title
- Name
- Surname
- Company Name
- Addressline1
  Required
- Addressline2
- Addressline3
- Postcode
- Town
- Country code
- Mobile
- Email
- County
- Landline
- Customer Id
  Required
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
New Diary
Triggers when new diary event created.
Trigger
Instant
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Job Complete
Triggers when a job is completed.
Trigger
Instant
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New Invoice
Triggers when a new invoice is created.
Trigger
Instant
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New Opportunity
Triggers when a new opportunity is created.
Trigger
Instant
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New Scheduled Activity
Triggers when a new scheduled activity is created.
Trigger
Instant
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Opportunity Stage Changed
Triggers when an opportunity stage is updated.
Trigger
Instant
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Opportunity Lost
Triggers when an opportunity is lost.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
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- Opportunity template
  Required
- Surname
  Required
- Name
- Addressline1
  Required
- Customer Type
- Town
- Landline
- Mobile
- Postcode
- Customer Email
- Company Name
- Company Email
- Company Landline
- Title
- Country code
- Opportunity notes
Action
Write
- Customer Type
  Required
- Addressline1
  Required
- Job Description
  Required
- County
- Title
- Customer Name
- Company Name
- Customer Surname
- Addressline2
- Addressline3
- Town
- Postcode
- Customer Email
- Landline
- Mobile
- Job Notes
- Customer Reference
- Priority
- Quoted Aamount
- Job Files
- Country code
Action
Write

About Commusoft

Commusoft empowers trade companies with comprehensive job management, increased sales, and seamless team communications.

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Related categories

Scheduling & Booking

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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