DashClicks + GoCanvas

Create new DashClicks business contacts from new GoCanvas submissions

Effortlessly manage your leads in DashClicks with this seamless workflow connecting GoCanvas and DashClicks. Once enabled, every time a new submission is received in GoCanvas, a new business contact will be created in DashClicks. This automation streamlines your lead management process, saving you time and ensuring efficient addition of leads to your DashClicks account.

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 New Business (Contacts)
Create a new contact of type business in your Contacts App
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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 Business (Contacts)
Triggers when a new business is added to the Contacts App.
Trigger
Instant
Try It
New Person (Contacts)
Triggers when a new person is added to the Contacts App.
Trigger
Instant
Try It
- Which pipeline should we watch for new deals?Required
Trigger
Instant
Try It

- Which pipeline should we watch for deal status changes?Required
- When a deal changes to this status, this will trigger the zap. Which status would you like?Required
Trigger
Instant
Try It
- Which funnel should we watch for purchases?Required
- When a sale is processed on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
Try It

New Instareport Built (Instareports)
Triggers when an Instareport has finished building.
Trigger
Instant
Try It
New Review (Reputation)
Triggers when an new review is left in one of your connected reputation integrations.
Trigger
Instant
Try It
Create New Person (Contacts)
Create a new contact of type person in your Contacts App
Action
Write
- What is the ID of the deal you want to update?Required
Action
Write
- Instasite TemplateRequired
- BusinessRequired
Action
Write
- Email
Action
Search
- Email
Action
Search
- In which pipeline would you like to search for deals?Required
- Name
Action
Search or write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
Business Updated (Contacts)
Triggers when a business is updated on the Contacts App.
Trigger
Instant
Try It
Person Updated (Contacts)
Triggers when a person is updated on the Contacts App.
Trigger
Instant
Try It
- Which pipeline should we watch for deal stage changes?Required
- When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required
Trigger
Instant
Try It
- Which funnel should we watch for optins?Required
- When a form is submitted on this step, this will trigger the zap. Which step would you like?Required
Trigger
Instant
Try It
- Which campaign should we watch for new leads?Required
Trigger
Instant
Try It
New Instasite Built (Instasites)
Triggers when an Instasite has finished building.
Trigger
Instant
Try It
Create New Business (Contacts)
Create a new contact of type business in your Contacts App
Action
Write
Create New Deal (Deals)
Create a new deal in your Deals App
Action
Write
- BusinessRequired
Action
Write
- PeopleRequired
- Type of notificationRequired
Action
Write
- In which pipeline would you like to search for deals?Required
- Name
Action
Search
- Email
Action
Search or write
- Email
Action
Search or write

About DashClicks

DashClicks is SaaS product offering a variety of digital marketing services and software solutions generate leads and facilitate sales.

Help

Related categories

Marketing

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

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PRODUCTS

CAPABILITIES

By team

DashClicks + GoCanvas

Create new DashClicks business contacts from new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

New Business (Contacts)

New Person (Contacts)

New Deal (Deals)

Which pipeline should we watch for new deals?Required

Deal Status Changed (Deals)

Which pipeline should we watch for deal status changes?Required

When a deal changes to this status, this will trigger the zap. Which status would you like?Required

New Purchase (Funnels)

Which funnel should we watch for purchases?Required

When a sale is processed on this step, this will trigger the zap. Which step would you like?Required

New Instareport Built (Instareports)

New Review (Reputation)

Create New Person (Contacts)

Update a Deal (Deals)

What is the ID of the deal you want to update?Required

Create New Instasite (Instasites)

Instasite TemplateRequired

BusinessRequired

Search Businesses

Email

Search People

Email

Find or Create a Deal

In which pipeline would you like to search for deals?Required

Name

Delete Dispatch

App NameRequired

Item DescriptionRequired

Sync Reference Data With Google Sheets

Reference Data IDRequired

Business Updated (Contacts)

Person Updated (Contacts)

Deal Stage Changed (Deals)

Which pipeline should we watch for deal stage changes?Required

When a deal enters this deal stage, this will trigger the zap. Which stage would you like?Required

New Optin (Funnels)

Which funnel should we watch for optins?Required

When a form is submitted on this step, this will trigger the zap. Which step would you like?Required

New Lead (Inbound)

Which campaign should we watch for new leads?Required

New Instasite Built (Instasites)

Create New Business (Contacts)

Create New Deal (Deals)

Create New Instareport (Instareports)

BusinessRequired

Send a New Review Request (Reputation)

PeopleRequired

Type of notificationRequired

Search Deals

In which pipeline would you like to search for deals?Required

Name

Find or Create a Business Contact

Email

Find or Create a Person Contact

Email

About DashClicks

Related categories

About GoCanvas

Related categories

Similar apps

Formitize

iFormBuilder

Device Magic