GoCanvas + Microsoft Dynamics 365 CRM

Update GoCanvas dispatches when Microsoft Dynamics 365 CRM contacts are modified

Keep your Microsoft Dynamics 365 CRM and GoCanvas app data up-to-date with this seamless automation. With this workflow, every time a contact is updated in Microsoft Dynamics 365 CRM, a dispatch will be created in the GoCanvas app. This simplifies the process of maintaining accurate and current information across both platforms, ensuring efficient operations and accurate data tracking.

Keep your Microsoft Dynamics 365 CRM and GoCanvas app data up-to-date with this seamless automation. With this workflow, every time a contact is updated in Microsoft Dynamics 365 CRM, a dispatch will be created in the GoCanvas app. This simplifies the process of maintaining accurate and current information across both platforms, ensuring efficient operations and accurate data tracking.

  1. When this happens...
    Microsoft Dynamics 365 CRMMicrosoft Dynamics 365 CRM
    Updated Contact

    Triggers when a contact is updated.

    TriggerScheduled
  2. automatically do this!
    GoCanvasGoCanvas
    Create Dispatch

    Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.

    ActionWrite
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Supported triggers and actions

    • Info

    Trigger
    Scheduled
    Try It
    • Info

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Case/Incident

    Triggers when a new case/incident is created.

    Trigger
    Scheduled
    Try It
  • Microsoft Dynamics 365 CRM triggers, actions, and search

    New Invoice

    Triggers when a new invoice is created.

    Trigger
    Scheduled
    Try It
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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 more

Related categories

  • Forms & Surveys

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microsoft-dynamics-crm logo
microsoft-dynamics-crm logo

About Microsoft Dynamics 365 CRM

Microsoft Dynamics is built for any device, anywhere. Built for you. For Dynamics Version 9 and Dynamics 365.
Learn more

Related categories

  • CRM (Customer Relationship Management)
  • Microsoft

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