Send GoCanvas submissions to Salesforce as attachments

GoCanvas allows you to collect digital signatures right on your mobile devices out in the field. You can attach a signed work order, invoice, estimate, inspection or any other document requiring a signature to a Salesforce Contact using this Zap. By creating signed documents from mobile devices and attaching them immediately to the proper Salesforce record, you'll save time and make the signed documents available to your whole organization.

Note: This will not pull contact information from completed submissions, only new submissions made after turning this Zap on.

How It Works

  1. You have a new submission in a specified GoCanvas App
  2. Zapier creates an attachment to a contact record in Salesforce

What You Need

  • GoCanvas account with a published GoCanvas App
  • Salesforce account
Send GoCanvas submissions to Salesforce as attachments
GoCanvas integration logo

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.

Salesforce integration logo

Salesforce is a leading enterprise customer relationship manager (CRM) application.

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