GoCanvas + Proposify Legacy integrations
Create new Proposify Legacy clients from GoCanvas submissions with ease
Effortlessly streamline your client onboarding process with this GoCanvas to Proposify Legacy workflow. Whenever a new submission is received in GoCanvas, a client will be created in Proposify Legacy, saving you time and ensuring a seamless transition. Keep your client database up-to-date and focus on delivering exceptional service with this efficient automation.
- 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!
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More things you can do with GoCanvas and Proposify Legacy
Discover other triggers and actions you can use with GoCanvas and Proposify Legacy
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite
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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