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.
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.
- 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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