Create or update Sellsy contacts from new GoCanvas submissions
Efficiently maintain up-to-date contact information with this seamless workflow between GoCanvas and Sellsy. When a new submission is received in GoCanvas, the automation will create or update the corresponding contact in Sellsy, eliminating manual data entry. Keep your contacts organized and easily accessible, while saving time and optimizing your sales process.
- 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/Update ContactCreates a new contact. Make an update if we found an existing contact with provided email.
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More things you can do with GoCanvas and Sellsy
Discover other triggers and actions you can use with GoCanvas and Sellsy
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Company TypeRequired
Try ItTriggerInstant
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- Updated Contact
Triggers when a contact is updated.
Try ItTriggerInstant - New Opportunity
Triggers when a new opportunity is created.
Try ItTriggerInstant
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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