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FreeAgent CRM + GoCanvas

Create FreeAgent CRM app records for new GoCanvas submissions

Easily streamline your data management process with this workflow that connects GoCanvas and FreeAgent CRM. When a new submission is made in GoCanvas, a corresponding App Record will be created in FreeAgent CRM. This seamless automation saves you time and ensures accurate, up-to-date information across both platforms.

Easily streamline your data management process with this workflow that connects GoCanvas and FreeAgent CRM. When a new submission is made in GoCanvas, a corresponding App Record will be created in FreeAgent CRM. This seamless automation saves you time and ensures accurate, up-to-date information across both platforms.

  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!
    FreeAgent CRMFreeAgent CRM
    Create App Record

    Creates a new App Record

    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

    • AppRequired

    • Triggered on Create or UpdateRequired

    Trigger
    Scheduled
    Try It

    • AppRequired

    • FieldRequired

    • Field ValueRequired

    Action
    Write

    • App NameRequired

    • Item DescriptionRequired

    Action
    Write

    • Reference Data IDRequired

    Action
    Write

    • AppRequired

    Action
    Write

    • AppRequired

    • Field

    • Field Value

    Action
    Write
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About FreeAgent CRM

FreeAgent CRM is a sales, marketing and customer service platform for businesses big-and-small who care about their customers.
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Related categories

  • 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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