EASI'R + GoCanvas integrations
Create leads in EASI'R from new GoCanvas submissions for seamless lead management
Effortlessly manage your leads from GoCanvas submissions with this seamless workflow. When a new submission is received in GoCanvas, a lead will be created in EASI'R, allowing you to maintain an organized and efficient sales process. Save time and stay focused on what matters most - nurturing your leads and closing deals.
- 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!Create LeadCreates a new lead, probably with input from previous steps.
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More things you can do with GoCanvas and EASI'R
Discover other triggers and actions you can use with GoCanvas and EASI'R
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Team
- Lead Type IDRequired
- Account IDRequired
- B2CRequired
- Lead SourceRequired
- Lead InterestRequired
- Product IDs
- Stock Vehicle IDs
- First NameRequired
- Last NameRequired
- E-mail
- Landline Phone Number
- Mobile Phone Number
- Salutation
- City
- Address
- Zip Code
- Lead Data
ActionWrite- Query
- External_identifier
ActionSearch
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- NameRequired
ActionSearch- NameRequired
ActionSearch
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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