ConvergeHub + GoCanvas

Create ConvergeHub leads from new GoCanvas submissions

Effortlessly streamline your lead generation process with this automation, connecting GoCanvas to ConvergeHub. When a new submission comes in from your GoCanvas app, it instantly turns into a lead in your ConvergeHub app, saving you time and allowing you to focus on what matters: nurturing and converting those leads. Enhance your productivity while ensuring all crucial submissions are captured and managed effectively.

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 Lead
Creates a new lead.
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 Invoice
Triggers when a new Invoice is created
Trigger
Scheduled
Try It
New Contact
Triggers when you add a new contact.
Trigger
Scheduled
Try It
New Event
Triggers when you add a new event.
Trigger
Scheduled
Try It

New Target
Triggers when you add a new target.
Trigger
Scheduled
Try It
- NameRequired
- Account Type
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Billing Address Street
- Billing Address Street 2
- Billing Address City
- Billing Address State
- Billing Address Postal Code
- Billing Address Country
- Shipping Address Street
- Shipping Address Street 2
- Shipping Address City
- Shipping Address State
- Shipping Address Postal Code
- Shipping Address Country
Action
Write

- Type
- NameRequired
- Location
- Priority
- Start Date
- End Date
- Status
- Description
Action
Write
- Module NameRequired
Action
Write
- Salutation
- First Name
- Last Name
- Description
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Product IdRequired
- QuantityRequired
- RateRequired
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub TotalRequired
- Grand TotalRequired
Action
Write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
New Account
Triggers when you add a new account.
Trigger
Scheduled
Try It
- Module NameRequired
Trigger
Scheduled
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New Lead
Triggers when you add a new lead.
Trigger
Scheduled
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New Quotes
Triggers when new quotes created.
Trigger
Scheduled
Try It
- Salutation
- First Name
- Last Name
- Description
- Lead Source
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
Action
Write
- API KeyRequired
- API SecretRequired
- Salutation
- First Name
- Last Name
- Account Name
- Status
- Description
- Lead Source
- Industry
- Website
- Email
- Phone
- Primary Address Street
- Primary Address Street 2
- Primary Address City
- Primary Address State
- Primary Address Postal Code
- Primary Address Country
- Alternate Address Street
- Alternate Address Street 2
- Alternate Address City
- Alternate Address State
- Alternate Address Postal Code
- Alternate Address Country
- Custom Field
- Reference Id
- Reference Name
- ConvergeHub Unique Id
- Assigned To
- Comments
Action
Write
- Product IdRequired
- QuantityRequired
- RateRequired
- Tax 1 name
- Tax 2 Value
- Tax 2 Name
- Tax 2 value
- Description
- Currency Code
- Sub TotalRequired
- Grand TotalRequired
Action
Write
- API KeyRequired
- API SecretRequired
- Module NameRequired
- Reference NameRequired
- Reference IdRequired
Action
Search

About ConvergeHub

ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.

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

ConvergeHub + GoCanvas

Create ConvergeHub leads from new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

New Invoice

New Contact

New Event

New Target

Create Account

NameRequired

Account Type

Description

Lead Source

Industry

Website

Email

Phone

Billing Address Street

Billing Address Street 2

Billing Address City

Billing Address State

Billing Address Postal Code

Billing Address Country

Shipping Address Street

Shipping Address Street 2

Shipping Address City

Shipping Address State

Shipping Address Postal Code

Shipping Address Country

Create Event

Type

NameRequired

Location

Priority

Start Date

End Date

Status

Description

Create Module Entry

Module NameRequired

Create Target

Salutation

First Name

Last Name

Description

Industry

Website

Email

Phone

Primary Address Street

Primary Address Street 2

Primary Address City

Primary Address State

Primary Address Postal Code

Primary Address Country

Alternate Address Street

Alternate Address Street 2

Alternate Address City

Alternate Address State

Alternate Address Postal Code

Alternate Address Country

Create Quotes

Product IdRequired

QuantityRequired

RateRequired

Tax 1 name

Tax 2 Value

Tax 2 Name

Tax 2 value

Description

Currency Code

Sub TotalRequired