GoCanvas Integrations

  • Send GoCanvas entries to Google Sheets

    There's no more of a natural place to send form entries than a spreadsheet, but why would you waste time doing that by manual export? Let Zapier do this for you automatically!

    How It Works

    1. You have a new entry in GoCanvas
    2. Zapier creates a new row in Google Sheets

    What You Need

    • GoCanvas account
    • Google account
  • Create GoCanvas dispatches from new GoCanvas submissions

    Many GoCanvas customers want to create a dispatch based on a submission being made. With this automation, you can take data from one GoCanvas submission and turn it around to send out as a dispatch in another GoCanvas App. This is a great way for business owners and managers in the field to assign jobs to their team members inside Canvas.

    Note: This will not generate GoCanvas dispatches for GoCanvas submissions created prior to this Zap being turned on.

    How It Works

    1. You have a new submission in GoCanvas
    2. Zapier creates a dispatc in another GoCanvas App

    What You Need

    • GoCanvas account with at least one published GoCanvas App
  • Add SQL Server rows from new GoCanvas submissions

    By placing your GoCanvas submission data directly into your own SQL database you will save a tremendous amount of time compared to a manual process. Once the data is in your own SQL database, you have the flexibility to do even more with your data. You can combine your GoCanvas data with data from other systems, or use a reporting tool to gain valuable insight into your GoCanvas data.

    Note: This will not pull data from completed submissions, only new submissions made after turning this Zap on.

    How It Works

    1. You have a new submission in GoCanvas
    2. Zapier creates a new row in SQL Server

    What You Need

    • GoCanvas account with at least one published GoCanvas App
    • SQL Server account
  • Create QuickBooks Online invoices from new GoCanvas submissions

    The GoCanvas platform provides a single solution for all of your "paperwork" needs. QuickBooks Online handles your accounting needs including invoicing capabilities. With Zapier you can pull data out of your GoCanvas submissions and pass it to QuickBooks Online so an invoice can be generated. GoCanvas's "loop/list" screens are supported via Zapier's "Line Item" functionality so all items sold can be pushed to QuickBooks, too.

    Note: This will not create invoices from completed submissions, only new submissions made after turning this Zap on.

    How It Works

    1. You have a new GoCanvas submission for GoCanvas App
    2. Zapier creates a QuickBooks Online invoice

    What You Need

    • GoCanvas account
    • QuickBooks Online account
  • Create GoCanvas dispatches from new Google Calendar events

    Google Calendar is a great way to schedule appointments for your team out in the field. With this integration, each time you create a particular type of event in Google you can have Zapier create a dispatch in GoCanvas, so the proper GoCanvas App is assigned to the proper GoCanvas user. This is a great way to streamline your scheduling process!

    Note: This will not generate GoCanvas dispatches for Google Calendar events created prior to this Zap being turned on.

    How It Works

    1. You create a new event in Google Calendar
    2. Zapier creates a dispatch in GoCanvas

    What You Need

    • Google Calendar account
    • GoCanvas account with Dispatch enabled for a specified GoCanvas App
  • Save your GoCanvas PDFs in OneDrive

    GoCanvas PDFs are, by default, stored on the GoCanvas website. But you might want to also store them on OneDrive, too. This automation allows you to save a copy of your GoCanvas PDF on OneDrive without lifting a finger.

    Note: This will not pull PDFs from completed submissions, only new submissions made after turning this Zap on.

    How It Works

    1. You have a new submission in GoCanvas
    2. Zapier sends a copy of the PDF to OneDrive

    What You Need

    • GoCanvas account with at least one published GoCanvas App
    • OneDrive account
  • Create Salesforce contacts from new GoCanvas submissions

    Connecting GoCanvas to Salesforce will save your organization any time spent manually entering new contacts to Salesforce from your GoCanvas submissions. Any Salesforce automations can occur right away so your business continues to move forward instead of being held up by manual processes or delayed by human error.

    Note: This will not pull contact information from completed submissions, only new submissions made after turning this Zap on.

    How It Works

    1. You have a new submission in GoCanvas
    2. Zapier creates a contact in Salesforce

    What You Need

    • GoCanvas account with at least one published GoCanvas App
    • Salesforce account
  • Add MailChimp subscribers from new GoCanvas submissions

    By connecting GoCanvas to MailChimp you can ensure that your customer's information is added or updated in MailChimp right away. If they are being added to a list for the first time (A brand new customer, for example) then your "welcome" email for that list can be sent out immediately instead of waiting for someone to manually add the customer to the list. Engaging customers quickly is one way to be remembered!

    *Note: This will not pull contact information from completed submissions, only new submissions made after turning this Zap on.

    How It Works

    1. You have a new submission in a specified GoCanvas App
    2. Zapier creates a subscriber in MailChimp

    What You Need

    • GoCanvas account with at least one published GoCanvas App
    • MailChimp account
  • Schedule GoCanvas dispatches from new cases in Salesforce

    If you need to provide your team with mobile forms for each new case, Zapier can automate the process for you. Configure this integration to have us schedule a dispatch on GoCanvas whenever a new case is created on Salesforce, saving you from the trouble of having to do it yourself and allowing your employees to collect all the information they need.

    How this Salesforce-Canvas integration works

    1. A new case is created in Salesforce
    2. Zapier schedules a dispatch in GoCanvas

    Apps involved

    • Salesforce
    • GoCanvas
  • Create Freshbooks invoices based on new GoCanvas submissions

    The GoCanvas platform provides a single solution for all of your "paperwork" needs. Freshbooks handles your accounting needs including invoicing capabilities. With Zapier you can pull data out of your GoCanvas submissions and pass it to Freshbooks so an invoice can be generated. GoCanvas's "loop/list" screens are supported via Zapier's "Line Item" functionality so all items sold can be pushed to Freshbooks, too.

    Note: This will not create invoices from completed submissions, only new submissions made after turning this Zap on.

    How It Works

    1. You have a new GoCanvas submission in your specified GoCanvas App
    2. Zapier creates a new invoice in Freshbooks

    What You Need

    • GoCanvas account with at least one published GoCanvas App
    • Freshbooks account
  • Create GoCanvas dispatches from new Salesforce cases

    Cases in Salesforce are a popular way to handle issues and activities that need completing. But Salesforce licenses can be quite expensive for your entire team. By using Zapier you can have information from Salesforce Cases dispatched to GoCanvas users.

    Note: This will not generate Canvas dispatches for cases created prior to this Zap being turned on.

    How It Works

    1. A new case is created in Salesforce
    2. Zapier creates a dispatch in GoCanvas

    What You Need

    • Salesforce account
    • GoCanvas account with the Dispatch feature enabled for a GoCanvas App
  • Create GoCanvas dispatches from new Zendesk tickets

    By connecting Zendesk to GoCanvas you can send out customized mobile forms to your users in the field so they can capture structured data about issues that need resolving. Your team can utilize GoCanvas for all of their other mobile form needs and remain in GoCanvas when tickets from Zendesk come in.

    Note: This will not generate Canvas dispatches for tickets created prior to this Zap being turned on.

    How It Works

    1. A ticket is created in Zendesk
    2. Zapier creates a dispatch in GoCanvas

    What You Need

    • Zendesk account
    • GoCanvas account with the Dispatch feature enabled for a GoCanvas App
  • Upload PDFs from new GoCanvas submissions to Egnyte

    Instead of manually saving file attachments you receive, set up this automation to do it for you and save time. Once active, it will capture every new PDF submitted through GoCanvas, uploading it to your Egnyte account so you can be sure they're always available to your customers and colleagues.

    Note: This Zapier integration doesn't import PDFs that were created in the past with Canvas--only new PDFs created once you turn this Zap on.

    How this GoCanvas-Egnyte integration works

    1. A GoCanvas submission is completed and the data is uploaded to GoCanvas
    2. Zapier automatically uploads the PDF to your Egnyte file server

    Apps involved

    • Canvas
    • Egnyte
  • Schedule GoCanvas dispatches from new Calendly events

    If someone's already scheduled an appointment with you, there's no need to enter that information again. Set up this integration, and we'll handle everything. Zapier will then create dispatches on GoCanvas to match new scheduled appointments on Calendly, ensuring your meetings are completely set up when it's time.

    How this Calendly-Canvas integration works

    1. A new appointment is scheduled in Calendly
    2. Zapier creates a GoCanvas dispatch for the same day

    Apps involved

    • Calendly
    • GoCanvas
  • Subscribe new GoCanvas customers to a Constant Contact list

    By adding new customers to Constant Contact you can automatically send them a welcome email, an email after you provide service to survey them, an email asking for a review on your social media sites and more. Use this handy automation to have that workflow kick off automatically, saving you the extra steps.

    How this GoCanvas-Constant Contact integration works

    1. A submission is completed by GoCanvas
    2. Your customer information is added to a list in Constant Contact

    Apps involved

    • GoCanvas
    • Constant Contact

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

GoCanvas Integration Details

Launched on Zapier March 4, 2016

Zapier combines Triggers (like "New Submission") and Actions (like "Delete Dispatch") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following GoCanvas Triggers, Searches, and Actions are supported by Zapier:

Delete Dispatch

Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.

Create Dispatch

Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.

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.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.