ConnectWise Manage + GoCanvas

Create companies in ConnectWise Manage for new GoCanvas submissions

Effortlessly streamline your data management process with this efficient workflow between GoCanvas and ConnectWise Manage. When a new submission occurs in GoCanvas, a company will be created in ConnectWise Manage, ensuring all your vital information is consistently updated and organized. Save time and reduce manual data entry errors with this seamless 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!
Create Company
Creates a new company.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

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, Updated or Both
- Company Filter
- Contact Type Filter
- Specific Contact Filter
Trigger
Instant
Try It
- New, Updated or Both
- Service Board Filter
- Specific Service Ticket Filter
- Project Filter
Trigger
Instant
Try It
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write

- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Write
- CompanyRequired
- Company Name
- Status
- Address Line 1
- Address Line 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Write

- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Company IdentifierRequired
- Company NameRequired
- IdentifierRequired
- TypeRequired
- StatusRequired
- Site NameRequired
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
- Phone Number
- Website
- Market
- Source
- Number of Employees
- Territory
Action
Search or write
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
- SummaryRequired
- CompanyRequired
- Record TypeRequired
- Priority
Action
Search or write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
- New, Updated or Both
- Board Filter
- Project Filter
Trigger
Instant
Try It
New Territory
Triggers when a new territory is created.
Trigger
Scheduled
Try It
- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Write
- Ticket TypeRequired
- TextRequired
- Detail Description
- Internal Analysis
- Resolution
Action
Write
- Ticket TypeRequired
- Summary
Action
Write
- Company IdentifierRequired
Action
Search
- Ticket TypeRequired
- Param Number
- Parameter 1Required
- Value 1Required
Action
Search
- Param Number
- Parameter 1Required
- Value 1Required
- First NameRequired
- Last NameRequired
- Title
- Email
- Default Email
- Phone Number
- Default Phone
- Phone Type
- Type
- Company
- Primary Contact
- Relationship
- Department
- Address 1
- Address 2
- City
- State
- Zip Code
- Country Name
Action
Search or write

About ConnectWise Manage

ConnectWise Manage is a business management platform designed to successfully run and grow your technology business.

Help

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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

Related categories

Forms & Surveys

Similar apps

Formitize

Forms & Surveys

iFormBuilder

Forms & Surveys

Device Magic

Forms & Surveys

PRODUCTS

CAPABILITIES

By team

ConnectWise Manage + GoCanvas

Create companies in ConnectWise Manage for new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

New/Updated Contact

New, Updated or Both

Company Filter

Contact Type Filter

Specific Contact Filter

New/Updated Ticket

New, Updated or Both

Service Board Filter

Specific Service Ticket Filter

Project Filter

Create Company

Company NameRequired

IdentifierRequired

TypeRequired

StatusRequired

Site NameRequired

Address 1

Address 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

Create Ticket

SummaryRequired

CompanyRequired

Record TypeRequired

Priority

Update Company

CompanyRequired

Company Name

Status

Address Line 1

Address Line 2

City

State

Zip Code

Country Name

Phone Number

Website

Market

Source

Number of Employees

Territory

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find Contact

Param Number

Parameter 1Required

Value 1Required

Find Company

Company IdentifierRequired

Company NameRequired

IdentifierRequired

TypeRequired

StatusRequired

Site NameRequired