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GoCanvas + OnePageCRM

Create contacts in OnePageCRM for new GoCanvas submissions

Effortlessly keep your OnePageCRM contacts updated with this workflow that activates every time there's a new submission in your GoCanvas app. It will then create a contact in OnePageCRM, ensuring a seamless and organized connection between the two platforms. Save time and enhance efficiency by letting this automated process handle your contact management needs.

Effortlessly keep your OnePageCRM contacts updated with this workflow that activates every time there's a new submission in your GoCanvas app. It will then create a contact in OnePageCRM, ensuring a seamless and organized connection between the two platforms. Save time and enhance efficiency by letting this automated process handle your contact management needs.

  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!
    OnePageCRMOnePageCRM
    Create Contact

    Creates a new contact in OnePageCRM.

    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
    • Filter by Type

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
  • OnePageCRM triggers, actions, and search

    Completed Next Action

    Triggers when a next action is completed.

    Trigger
    Instant
    Try It
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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.
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Related categories

  • Forms & Surveys

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About OnePageCRM

OnePageCRM converts the complexity of CRM into a simple to-do list. Built using GTD (Getting Things Done) productivity principles, its streamlined approach to sales helps you convert leads to customers, reach targets and grow your business fast. By focusing on that one Next Action, your sales team are organized and empowered to move a deal forward. OnePageCRM strives to offer a product that is as easy to use as email and helps your company achieve zero admin.

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