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GoCanvas + Insightly

Create Insightly leads from new GoCanvas submissions

Easily streamline your lead generation process with this GoCanvas to Insightly workflow. Whenever a new submission is received in GoCanvas, a lead is instantly created in Insightly, allowing you to efficiently manage your potential customers and stay organized. Save time and ensure important leads are captured and organized with this seamless automation.

Easily streamline your lead generation process with this GoCanvas to Insightly workflow. Whenever a new submission is received in GoCanvas, a lead is instantly created in Insightly, allowing you to efficiently manage your potential customers and stay organized. Save time and ensure important leads are captured and organized with this seamless automation.

  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!
    InsightlyInsightly
    Create Record

    Creates a Record

    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

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • App NameRequired

    • Item DescriptionRequired

    Action
    Write

    • Reference Data IDRequired

    Action
    Write

    • Insightly ObjectRequired

    Trigger
    Instant
    Try It

    • Insightly ObjectRequired

    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.
Learn moreHelp

Related categories

  • 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 moreHelp

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Related Zap Templates

  • Create Insightly tasks for new GoCanvas submissions
  • Create notes in Insightly for new GoCanvas submissions
  • Create Insightly opportunities from new GoCanvas submissions

Related Zap Templates