Documentero + GoCanvas integrations
Generate and send Documentero documents via email when new GoCanvas submissions are made
Streamline your workflow with this automation that gets activated with every new submission on GoCanvas. The tool will create a document in Documentero and dispatch it as an email attachment without delay. It's an efficient solution to effortlessly manage document creation and distribution, letting you save time and focus on more crucial tasks.
- 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!Generate Document and Send as Email AttachmentGenerate Word, Excel or PDF Document based on Document Template and sends it to the specified email as an attachment.
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More things you can do with GoCanvas and Documentero
Discover other triggers and actions you can use with GoCanvas and Documentero
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Generate Document
Generate Word, Excel or PDF Document based on Document Template
ActionWrite
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- EmailRequired
- Email CC
- Email BCC
- Email Subject
- Email Message
- Email Footer
- Email Sender
ActionWrite
Documentero is a cloud service that can generate simple and advanced Word, Excel or PDF documents based on .docx / .xlsx templates.
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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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