GoCanvas + NMI Merchant Central

GoCanvas + NMI Merchant Central integrations

Update NMI Merchant Central leads when new GoCanvas submissions are received

Effortlessly streamline your lead updating process with this GoCanvas to NMI Merchant Central workflow. When a new submission is received in your GoCanvas app, it will instantly update the corresponding lead information in NMI Merchant Central. This automation saves you time and ensures that your sales team always has the most up-to-date lead information for better lead management and conversion.

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.
TriggerInstant
automatically do this!
Update LeadUpdate an existing lead.
ActionWrite

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More things you can do with GoCanvas and NMI Merchant Central

Discover other triggers and actions you can use with GoCanvas and NMI Merchant Central

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
Try It
- Info
- Current Status
  Required
Trigger
Instant
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- Info
- Previous Status
  Required
- New Status
  Required
Trigger
Instant
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- Info
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
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- Info
- Previous Type(s)
- New Type(s)
Trigger
Instant
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note Tab
  Required
- Sticky or not?
  Required
- Note content
  Required
Action
Write
- Info
- Group
  Required
- Status
  Required
- Assign User(s)
  Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email Field
  Required
- Email template
  Required
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
Lead Deleted
Triggers when a lead is deleted.
Trigger
Instant
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- Info
- Current Status
  Required
Trigger
Instant
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Lead Restored
Triggers when a lead is restored.
Trigger
Instant
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Lead Updated
Triggers when a lead is updated.
Trigger
Instant
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- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
Trigger
Instant
Try It
- Info
- Ticket Type(s)
Trigger
Instant
Try It
- Info
- File Tab
  Required
- File Label
  Required
- File Name
  Required
- File Source
  Required
Action
Write
- Info
- Assign User(s)
  Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket type
  Required
- Subject
  Required
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign type
  Required
- Assign to
  Required
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone Field
  Required
- SMS template
  Required
Action
Write
- Info
- New Status
  Required
- New Group
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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.

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Related categories

Forms & Surveys

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Formitize

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About NMI Merchant Central

NMI Merchant Central is a payments CRM that helps you manage the full merchant lifecycle -from lead to onboarding, reporting & support- in one unified platform

Learn moreLearn moreHelpHelp

Related categories

Payment Processing