Get The Referral + GoCanvas

Get The Referral + GoCanvas integrations

Create lead maps in Get The Referral from new GoCanvas submissions for improved organization

Easily streamline your lead tracking process with this efficient workflow. When a new submission is received in the GoCanvas app, this automation will create a Lead Map in the Get The Referral app, saving you valuable time and ensuring seamless lead management. Watch your leads map out effortlessly, and focus on nurturing them for your business' success.

When this happens...
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
automatically do this!
Lead MapMaps new CRM lead unique-id with a GTR lead unique-id.
ActionWrite

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More things you can do with GoCanvas and Get The Referral

Discover other triggers and actions you can use with GoCanvas and Get The Referral

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
Lead Opt-In / Opt-Out
Triggers when a lead opts-in to being contacted
Trigger
Instant
Try It
New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Advocate Id
  Required
- Product Id
  Required
- Email
  Required
- First Name
- Last Name
- Phone
- Address Line 1
- Address Line 2
- State
- City
- Postal Code
- Best Time to Contact
- External Id
- Is Lead From CRM?
- Note
Action
Write

- Lead ID or Email Address
  Required
Action
Write
- GTR Lead ID
  Required
- CRM Object ID
  Required
- message
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
New Advocate
Triggers when a new advocate is created.
Trigger
Instant
Try It
- Sales Rep Id
  Required
- Email
  Required
- First Name
  Required
- Last Name
  Required
- PW
- Country Code
- Phone
- Address Line 1
- Address Line 2
- City
- State
- Postal Code
- Parent Advocate Id
- Referral Code
- XTRM User Id
Action
Write
- Advocate ID or Email Address
  Required
Action
Write
- Lead ID
  Required
- New Lead Status
  Required
- Sale Amount
Action
Write
- Advocate Email Address
  Required
- Project
- Project Stage
  Required
- Fail on missing project stage
  Required
Action
Write

About Get The Referral

Get The Referral manages, connects and automates leads to your CRM.

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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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Related categories

Forms & Surveys

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