Create or update Copper opportunities from new GoCanvas submissions
Effortlessly manage your opportunities in Copper by keeping track of new submissions from GoCanvas. With this workflow, every time a new submission is received in GoCanvas, an opportunity will be created or updated in Copper. This automation saves you time and ensures that your sales pipeline stays up to date with the latest information from your mobile forms.
Effortlessly manage your opportunities in Copper by keeping track of new submissions from GoCanvas. With this workflow, every time a new submission is received in GoCanvas, an opportunity will be created or updated in Copper. This automation saves you time and ensures that your sales pipeline stays up to date with the latest information from your mobile forms.
- 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.
- automatically do this!Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- Free forever for core features
- 14 day trial for premium features & apps