GoCanvas + Salesforce

Create GoCanvas dispatches from new Salesforce cases

  1. When this happens

    Step 1: New Record

  2. Then do this

    Step 2: Create Dispatch

Cases in Salesforce are a popular way to handle issues and activities that need completing. But Salesforce licenses can be quite expensive for your entire team. By using Zapier you can have information from Salesforce Cases dispatched to GoCanvas users.

Note: This will not generate Canvas dispatches for cases created prior to this Zap being turned on.

How It Works

  1. A new case is created in Salesforce
  2. Zapier creates a dispatch in GoCanvas

What You Need

  • Salesforce account
  • GoCanvas account with the Dispatch feature enabled for a GoCanvas App

Supported triggers and actions

What does this mean?
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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 More

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Forms & Surveys

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About Salesforce

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

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