GoCanvas Integrations

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

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

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

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

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

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

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

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

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

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

Automatically update your contact records in Hubspot CRM when making submissions with GoCanvas. This includes attaching the PDF to your contact record.

Automatically create a sales invoice in Xero after completing a submission with GoCanvas.

Automatically update or create contact records in Xero when a submission is made with GoCanvas.

Keep your Account records in Microsoft Dynamics up to date as you fill out forms with GoCanvas.

Automatically create an invoice in Wave each time you complete a submission with your GoCanvas Apps.

Automatically create new customers in Wave after completing a submission with GoCanvas.

Automatically create new contacts in FreeAgent when completing submissions with GoCanvas.

Automatically add data to your reports in Zoho from your submission data collected with GoCanvas. This allows you to track your key business metrics in real time.

Send a customer satisfaction survey to your customers upon completing your work. There is no better way to rate your technicians and turn unsatisfied customers into satisfied customers.

Your customers can request service via a Google Form and a dispatch can be created automatically in GoCanvas. The dispatch can be unassigned until you decide who to assign it to.