Compass + GoCanvas

Compass + GoCanvas integrations

Create Compass leads from new GoCanvas submissions

Effortlessly streamline your lead generation process with this automation. Every time there's a new submission in the GoCanvas app, this workflow will instantly create a new lead in the Compass app. Save time and ensure that every potential client is captured efficiently, without any manual data entry.

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 a New LeadCreate a new lead in your Compass CRM.
ActionWrite

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More things you can do with GoCanvas and Compass

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

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
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- First Name
- Last Name
- Email Address
- Phone Number
- Tags
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
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About Compass

Compass CRM empowers Compass agents to manage their business end-to-end in one platform.

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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.

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Forms & Surveys

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