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GoCanvas + Salesforce

Schedule GoCanvas dispatches from new cases in Salesforce

  1. When this happens

    Step 1: New Record

  2. Then do this

    Step 2: Create Dispatch

If you need to provide your team with mobile forms for each new case, Zapier can automate the process for you. Configure this integration to have us schedule a dispatch on GoCanvas whenever a new case is created on Salesforce, saving you from the trouble of having to do it yourself and allowing your employees to collect all the information they need.

How this Salesforce-Canvas integration works

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

Apps involved

  • Salesforce
  • GoCanvas

Supported triggers and actions

What does this mean?
gocanvas logo
gocanvas logo
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 More

Related categories

Forms & Surveys

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salesforce logo
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About Salesforce

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

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