Create Insightly opportunities from new GoCanvas submissions
Effortlessly streamline your sales process with this workflow that connects GoCanvas and Insightly. When a new submission is received in GoCanvas, an Opportunity will be created in Insightly, saving you time and ensuring you never miss an opportunity. Keep your sales pipeline up-to-date and watch your business grow with this simple yet efficient automation.
Effortlessly streamline your sales process with this workflow that connects GoCanvas and Insightly. When a new submission is received in GoCanvas, an Opportunity will be created in Insightly, saving you time and ensuring you never miss an opportunity. Keep your sales pipeline up-to-date and watch your business grow with this simple yet efficient automation.
- 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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