When this happens...
GoCanvasNew Submission
Then do this...
SalesforceCreate Attachment

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
Premium
Salesforce is a Premium integration on Zapier.

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect GoCanvas + Salesforce and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
GoCanvas
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.

GoCanvas
Delete Dispatch

Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.

Salesforce
New Lead

Triggers when a new lead is created.

GoCanvas
Create Dispatch

Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.

Salesforce
New Custom Object

Triggers when a new custom object (of the type you choose) is created.

Salesforce
Create Lead

Create a new lead.

Salesforce
New Contact

Triggers when a new contact is created.

Salesforce
Add a Lead to a Campaign

Add a lead to a campaign.

Salesforce
New Opportunity

Triggers when a new opportunity is created.

Salesforce
Create Custom Object

Create a new custom object (of the type you choose).

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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