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GoCanvas logoGoCanvas logo
Privyr logoPrivyr logo

GoCanvas + Privyr

GoCanvas + Privyr

GoCanvas + Privyr integrations

Create new Privyr clients from GoCanvas submissions for seamless data management

Save time and streamline your client onboarding process with this workflow. When a new submission is received in the GoCanvas app, it will instantly create a client in the Privyr app, keeping your client information organized and up-to-date. With this seamless integration, you can focus on providing excellent service to your clients instead of manually managing their profiles.

  1. When this happens...
    New Submission
    New Submission
    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
  2. automatically do this!
    Create Client
    Create Client
    Create Client Create a new client in your Privyr account
    ActionWrite
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More things you can do with GoCanvas and Privyr

Discover other triggers and actions you can use with GoCanvas and Privyr

    • Trigger Mid Workflow
    • App Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
    • Client Name
      Required
    • Phone Number
    • Email Address
    • Additional Client Details
    • Lead Source
      Required
    Action
    Write
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
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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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privyr logo
privyr logo
About Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
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Related categories
Contact Management