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.
- 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 in OnePageCRM.
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More things you can do with GoCanvas and OnePageCRM
Discover other triggers and actions you can use with GoCanvas and OnePageCRM
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Contact ID
Try ItTriggerPolling- Filter by Type
Try ItTriggerInstant
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- Completed Next Action
Triggers when a next action is completed.
Try ItTriggerInstant - Contact ID
Try ItTriggerPolling
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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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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