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Insightly logoInsightly logo

GoCanvas + Insightly

GoCanvas + Insightly

GoCanvas + Insightly integrations

Create notes in Insightly for new GoCanvas submissions

Effortlessly streamline your data management process with this workflow that connects GoCanvas and Insightly. When a new submission is added in GoCanvas, a note will be created in Insightly, ensuring all important information is consistently documented in your CRM. Save valuable time and focus on growing your business as this seamless automation takes care of the details for you.

  1. When this happens...
    New Submission
    New Submission
    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
  2. automatically do this!
    Create Record
    Create Record
    Create RecordCreates a Record
    ActionWrite
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More things you can do with GoCanvas and Insightly

Discover other triggers and actions you can use with GoCanvas and Insightly

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
    • Insightly Object
      Required
    Trigger
    Instant
    Try It
gocanvas logo
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.
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Forms & Surveys
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insightly logo
insightly logo
About Insightly
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.
Learn moreLearn moreHelpHelp
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