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GoCanvas + Planning Pod

Create leads in Planning Pod from new GoCanvas submissions

Effortlessly streamline your lead management process with this workflow that connects GoCanvas and Planning Pod. Whenever a new submission is received in GoCanvas, a lead will be created in Planning Pod, saving you time and ensuring you never miss out on valuable opportunities. Enhance your productivity and stay organized by automating your data transfer between these two powerful platforms.

Effortlessly streamline your lead management process with this workflow that connects GoCanvas and Planning Pod. Whenever a new submission is received in GoCanvas, a lead will be created in Planning Pod, saving you time and ensuring you never miss out on valuable opportunities. Enhance your productivity and stay organized by automating your data transfer between these two powerful platforms.

  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!
    Planning PodPlanning Pod
    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
  • Planning Pod triggers, actions, and search

    New Appointment

    Triggers when a new appointment is created in the calendar.

    Trigger
    Scheduled
    Try It
  • Planning Pod triggers, actions, and search

    New Contact

    Triggers when a new contact is created.

    Trigger
    Scheduled
    Try It
gocanvas logo
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.
Learn moreHelp

Related categories

  • Forms & Surveys

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planning-pod logo
planning-pod logo

About Planning Pod

Planning Pod is an event management platform designed for event venues and planning professionals to keep you and your team organized and to centralize your event details.

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