DeltaNet CRM + GoCanvas integrations
Create DeltaNet CRM customers from new GoCanvas submissions
Effortlessly streamline your sales process with this GoCanvas to DeltaNet CRM automation. When a new submission is made in GoCanvas, the workflow instantly adds a new customer to your DeltaNet CRM account. Save valuable time and stay organized by keeping your customer information up-to-date, allowing you to focus on providing exceptional service.
- 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.
- automatically do this!Add CustomerCreate a new customer in DeltaNet.
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More things you can do with GoCanvas and DeltaNet CRM
Discover other triggers and actions you can use with GoCanvas and DeltaNet CRM
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Processed/Unprocessed Lead
- Request Type
- Request Source
- Customer Group
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Try ItTriggerPolling- First NameRequired
- Last NameRequired
- emailRequired
- Cell Phone
- Daytime phone
- Evening Phone
- Note
ActionWrite
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- Processed/Unprocessed request
- Request Type
- Request Source
- Customer Groups
- Showing Type
- Assigned Agent
- Office
- Assignment Type
Try ItTriggerPolling- customer_emailRequired
- NoteRequired
- Date
ActionWrite
Related categories
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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