GoCanvas + Salesforce integrations
Create Salesforce contacts from new GoCanvas submissions
Effortlessly streamline your data management process with this handy workflow. When a new submission is received in your GoCanvas app, a contact will be created in Salesforce to keep your records up-to-date. Improve your team's efficiency and maintain organized contact information with this seamless automation.
- 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 ContactCreates a new contact.
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More things you can do with GoCanvas and Salesforce
Discover other triggers and actions you can use with GoCanvas and Salesforce
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Case Attachment
Triggers when a new Attachment is added to a case.
Try ItTriggerPolling - History ObjectRequired
Try ItTriggerPolling
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Contact
Triggers when a new Contact is created.
Try ItTriggerPolling - Salesforce ObjectRequired
- Record (Optional)
Try ItTriggerPolling
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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Salesforce is a leading enterprise customer relationship manager (CRM) application.
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