GoCanvas + Pipedrive integrations
Attach files to Pipedrive deals for new GoCanvas submissions
Streamline your GoCanvas and Pipedrive workflow to save time and increase productivity. With this integration, as soon as a new submission is made in GoCanvas, a related file will be attached to a deal in Pipedrive. This seamless connection keeps your sales team informed with vital information, allowing them to concentrate on securing deals rather than manual data entry.
- 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!Attach FileUploads a file and attaches it to a deal, person, organization, activity, product or note.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with GoCanvas and Pipedrive
Discover other triggers and actions you can use with GoCanvas and Pipedrive
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant
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.
Related categories
Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Related categories









