GoCanvas + Referrizer integrations
Create or update Referrizer contacts from new GoCanvas submissions
Easily keep your contact list up-to-date with this automation between GoCanvas and Referrizer. When a new submission is made in GoCanvas, this workflow will create or update a contact in Referrizer, eliminating the need for manual updates. Keep your customer information current and organized, allowing you to focus on other important tasks and deliver exceptional customer experiences.
- 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!Create/Update ContactCreates or updates a contact.
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More things you can do with GoCanvas and Referrizer
Discover other triggers and actions you can use with GoCanvas and Referrizer
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Contact
Triggers when a contact is created.
Try ItTriggerPolling - Contact ID
- External Contact ID
- External Booking IDRequired
- StatusRequired
- Service TypeRequired
- Service NameRequired
- Schedule Start DateRequired
- External Booking Group ID
- External Service ID
ActionWrite
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Visit
Triggers when a visit is created, i.e. contact is checked in.
Try ItTriggerPolling - External Booking Group IDRequired
- StatusRequired
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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