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eForma + GoCanvas

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.

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...
    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!
    eFormaeForma
    Create Lead

    Creates a new Lead

    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
  • eForma triggers, actions, and search

    New Lead

    Triggers when a new Lead is created.

    Trigger
    Scheduled
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • First NameRequired

    • Last Name

    • EmailRequired

    • Phone NumberRequired

    • Date of Birth

    • Country

    • SourceRequired

    • Address

    • City

    • Zipcode

    • Staff

    Action
    Write
eforma logo
eforma logo

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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Related categories

  • CRM (Customer Relationship Management)

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gocanvas logo
gocanvas logo

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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