GoCanvas + RD Station
Create won deals in RD Station for new GoCanvas submissions
Streamline your sales process effortlessly with this GoCanvas and RD Station connection. When a new submission takes place in GoCanvas, this workflow instantly creates a won deal in RD Station. Say goodbye to manual data entry and focus on closing more deals, as this automation takes care of the rest for you.
Streamline your sales process effortlessly with this GoCanvas and RD Station connection. When a new submission takes place in GoCanvas, this workflow instantly creates a won deal in RD Station. Say goodbye to manual data entry and focus on closing more deals, as this automation takes care of the rest for you.
- 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!Won Deal
Marks a deal as won.
- Free forever for core features
- 14 day trial for premium features & apps
Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
New Lead Conversion
Triggers when a new lead is created.
Try ItEvent IdentifierRequired
EmailRequired
Name
Job Title
State
City
Country
Phone
Mobile Phone
Twitter
Facebook
LinkedIn
Website
Company Name
Company Address
Company Size
Traffic Source
Traffic Medium
Traffic Campaign
Traffic Value
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
New Opportunity
Triggers when a Lead is marked as opportunity.
Try ItEmailRequired
Lost Reason
