GoCanvas + Privyr
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.
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.
- When this happens...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.
- automatically do this!Create Client
Create a new client in your Privyr account
- Free forever for core features
- 14 day trial for premium features & apps
Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
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Client NameRequired
Phone Number
Email Address
Additional Client Details
Lead SourceRequired
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
