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GoCanvas + Proposify Legacy

GoCanvas + Proposify Legacy

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.

  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.
  2. 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 Name
      Required
    Trigger
    Instant
    Try It
    • App Name
      Required
    • Item Description
    • Assign Item To
    • Schedule At
    Action
    Write
    • App Name
      Required
    • Item Description
      Required
    Action
    Write
    • Reference Data ID
      Required
    Action
    Write
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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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About Proposify Legacy
Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.
Related categories

Related Zap Templates

  • Create Proposify Legacy proposals from new GoCanvas submissions

 

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