Create Invoiced contacts from new GoCanvas submissions
Effortlessly manage your new customer information with this GoCanvas to Invoiced automation. Whenever a new submission is added in GoCanvas, a new contact will be created in Invoiced, ensuring your client records are always up-to-date. Save time and eliminate manual data entry so you can focus on providing great service to your customers.
- When this happens...New SubmissionTriggers 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 ContactCreates a new contact.
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More things you can do with GoCanvas and Invoiced
Discover other triggers and actions you can use with GoCanvas and Invoiced
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - New Customer
Triggers when a new customer is created.
Try ItTriggerInstant
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Credit Note
Triggers when a new credit note is created.
Try ItTriggerInstant - New Estimate
Triggers when a new estimate is created.
Try ItTriggerInstant
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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