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GoCanvas + Helpy Pro

Create Helpy Pro users from new GoCanvas submissions

Effortlessly streamline your onboarding process with this workflow. When a new submission is received in GoCanvas, a user will be created in Helpy Pro, ensuring your customers receive the support they need without any manual entry on your part. Keep your team focused on what matters most and let this automation take care of user creation for you.

Effortlessly streamline your onboarding process with this workflow. When a new submission is received in GoCanvas, a user will be created in Helpy Pro, ensuring your customers receive the support they need without any manual entry on your part. Keep your team focused on what matters most and let this automation take care of user creation for you.

  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!
    Helpy ProHelpy Pro
    Create User

    Create a user in Helpy.

    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
  • Helpy Pro triggers, actions, and search

    Agent Replies to Ticket

    Triggers when an agent replies to a ticket.

    Trigger
    Instant
    Try It
  • Helpy Pro triggers, actions, and search

    New Ticket Created

    Triggers when a new ticket is created.

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
  • Helpy Pro triggers, actions, and search

    Customer Replies to a Ticket

    Triggers when a customer replies to a ticket.

    Trigger
    Instant
    Try It
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gocanvas logo

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.
Learn moreHelp

Related categories

  • Forms & Surveys

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About Helpy Pro

Helpy Pro is the customer support platform engineered for companies that are serious about customer data security and control.

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