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Gainsight + GoCanvas

Gainsight + GoCanvas

Gainsight + GoCanvas integrations

Create or update Gainsight companies with new GoCanvas submissions

Effortlessly manage your new submissions from the GoCanvas app by setting up this workflow to create or update company information in Gainsight. Whenever a new submission occurs in GoCanvas, this automation will ensure that the corresponding company data is updated in Gainsight, streamlining your data management process and ensuring consistency across platforms. Maintain accurate company records without any manual intervention and focus on what really matters - growing your business.

  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 or Update Company
    Create or Update Company
    Create or Update CompanyAllows the user to dynamically populate all fields and create/update a company
    ActionWrite
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More things you can do with GoCanvas and Gainsight

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

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
    • Context Name
      Required
    • External Record ID
      Required
    • Author
      Required
    • Subject
      Required
    • Notes
      Required
    • Date
    • Activity Type ID
      Required
    • Company Name
      Required
    • Relationship Name
    • Relationship Type
    • Internal Attendees
    • External Attendees
    Action
    Write
  • Gainsight triggers, actions, and search
    Upsert Person

    Allows the user to create/update a person with dynamic input fields

    Action
    Write
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
    • Object Name
    • Action
      Required
    • Update Key
    Action
    Write
    • Object Name
      Required
    • Action
      Required
    • Update Key
    Action
    Write
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About Gainsight
Gainsightâ„¢ is a CRM that helps businesses build deep and lasting relationships with their customers.
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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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