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eForma + GoCanvas

eForma + GoCanvas

eForma + GoCanvas integrations

Create new eForma leads from GoCanvas submissions for seamless lead management

Effortlessly streamline your lead generation process with this workflow that connects GoCanvas with eForma. When you receive a new submission in the GoCanvas app, it will instantly create a lead within the eForma app, allowing you to seamlessly manage and track your sales prospects. Harness the power of automation to save time and stay organized with this efficient workflow.

  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.
    TriggerInstant
  2. automatically do this!
    Create Lead
    Create Lead
    Create LeadCreates a new Lead
    ActionWrite
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More things you can do with GoCanvas and eForma

Discover other triggers and actions you can use with GoCanvas and eForma

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
  • eForma triggers, actions, and search
    New Lead

    Triggers when a new Lead is created.

    Trigger
    Polling
    Try It
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
    • First Name
      Required
    • Last Name
    • Email
      Required
    • Phone Number
      Required
    • Date of Birth
    • Country
    • Source
      Required
    • Address
    • City
    • Zipcode
    • Staff
    Action
    Write
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About eForma
Global E-learning solution covering the course of learners from commercial management to the training itself thanks to off-the-shelf content.
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CRM (Customer Relationship Management)
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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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Forms & Surveys
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