Create Insightly tasks for new GoCanvas submissions
Efficiently manage your tasks by automating your workflow between GoCanvas and Insightly. With this automation, every time there's a new submission in GoCanvas, a task will be created in Insightly. Stay organized and save time by streamlining your task management process.
Efficiently manage your tasks by automating your workflow between GoCanvas and Insightly. With this automation, every time there's a new submission in GoCanvas, a task will be created in Insightly. Stay organized and save time by streamlining your task management process.
- When this happens...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.
- automatically do this!Create Record
Creates a Record
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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.
Related categories
Insightly is a CRM and project management app that helps small to medium businesses manage contacts, track relationships, monitor sales pipeline, organize projects and more. It keeps all your critical business info on all your devices, so your company sells more and satisfies customers better.