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GoCanvas + Referrizer

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.

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.

  1. When this happens...
    GoCanvasGoCanvas
    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.

    TriggerInstant
  2. automatically do this!
    ReferrizerReferrizer
    Create/Update Contact

    Creates or updates a contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • Referrizer triggers, actions, and search

    New Contact

    Triggers when a contact is created.

    Trigger
    Scheduled
    Try It
    • Create, Update or BothRequired

    • First name

    • Last name

    • Full name

    • Phone number

    • Email address

    • Birth date

    • Type

    • Description

    • Labels

    • Create a visit

    Action
    Write
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
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gocanvas logo

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.
Learn moreHelp

Related categories

  • Forms & Surveys

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referrizer logo
referrizer logo

About Referrizer

Referrizer combines CRM and all aspects of marketing automation into a single and easy-to-use platform, making customer acquisition and retention easy.

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