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EasyMe + GoCanvas

Create or update EasyMe clients from new GoCanvas submissions

Efficiently manage your clients and streamline your data with this workflow. When a new submission is made in your GoCanvas app, it will create or update a client in EasyMe, ensuring your client information stays up-to-date. Save time and keep your client database organized by automating this process.

Efficiently manage your clients and streamline your data with this workflow. When a new submission is made in your GoCanvas app, it will create or update a client in EasyMe, ensuring your client information stays up-to-date. Save time and keep your client database organized by automating this process.

  1. When this happens...
    GoCanvasGoCanvas
    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
  2. automatically do this!
    EasyMeEasyMe
    Create or Update Client

    Creates or updates a client.

    ActionWrite
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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
    • TagRequired

    Trigger
    Instant
    Try It
    • E-MailRequired

    • Name

    • Phone

    • PIN/CPR

    • Description

    • Address

    • Double opt-in

    • Add Tags

    • Remove Tags

    • File

    • File name

    Action
    Write
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • TagRequired

    Trigger
    Instant
    Try It
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About EasyMe

EasyMe is an all-in-one booking, payment, marketing and online course platform for knowledge workers.
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Related categories

  • Marketing Automation

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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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