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DeltaNet CRM + GoCanvas

DeltaNet CRM + GoCanvas

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.

  1. When this happens...
    New Submission
    New Submission
    New SubmissionTriggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.
  2. automatically do this!
    Add Customer
    Add Customer
    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 Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
    • Processed/Unprocessed Lead
    • Request Type
    • Request Source
    • Customer Group
    • Showing Type
    • Assigned Agent
    • Office
    • Assignment Type
    Trigger
    Polling
    Try It
    • First Name
      Required
    • Last Name
      Required
    • email
      Required
    • Cell Phone
    • Daytime phone
    • Evening Phone
    • Note
    Action
    Write
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
    • Processed/Unprocessed request
    • Request Type
    • Request Source
    • Customer Groups
    • Showing Type
    • Assigned Agent
    • Office
    • Assignment Type
    Trigger
    Polling
    Try It
    • customer_email
      Required
    • Note
      Required
    • Date
    Action
    Write
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About DeltaNet CRM
DeltaNET CRM App is CRM and leads management tool for real estate agents.
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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.
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