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GoCanvas + Salesforce

Schedule GoCanvas dispatches from new cases in Salesforce

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.

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.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    GoCanvasGoCanvas
    Create Dispatch

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

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
    Try It
    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • History ObjectRequired

    Trigger
    Scheduled
    Try It
  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
    Try It
    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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 moreHelp

Related categories

  • Forms & Surveys

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About Salesforce

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

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