GoCanvas + NeonCRM
Create NeonCRM activities for new GoCanvas submissions
Efficiently manage your organization's data with this GoCanvas to NeonCRM workflow. When a new submission is made in the GoCanvas app, an activity will be created in NeonCRM, ensuring that essential information is captured and organized for seamless data management. Save time and keep your CRM consistently updated without manual intervention.
Efficiently manage your organization's data with this GoCanvas to NeonCRM workflow. When a new submission is made in the GoCanvas app, an activity will be created in NeonCRM, ensuring that essential information is captured and organized for seamless data management. Save time and keep your CRM consistently updated without manual intervention.
- 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.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
New Account
Triggers when a new account is created.
Try ItNew Donation
Triggers when a new donation is created.
Try It
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
New Activity
Triggers when a new activity is created.
Try ItSubjectRequired
Note
Start DateRequired
Start Time
End Date
End Time
Client Account IDRequired
System User ID
StatusRequired
PriorityRequired
