GoCanvas + Spotler CRM

Create new Spotler CRM accounts for new GoCanvas submissions

Effortlessly manage new submissions in your GoCanvas app by setting up this workflow to instantly create accounts in Spotler CRM. Once activated, every time a new submission is received in GoCanvas, an account will be generated in Spotler CRM, keeping your customer details organized and up-to-date. Save time and focus on more important tasks by streamlining your sales and client onboarding processes with this easy-to-use integration.

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.
TriggerInstant
automatically do this!
Create AccountFinds an account within your CRM.
ActionWrite

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More things you can do with GoCanvas and Spotler CRM

Discover other triggers and actions you can use with GoCanvas and Spotler CRM

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
Try It
- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
- Type
Trigger
Instant
Try It
New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Type
- Owner
Trigger
Instant
Try It

- Account
  Required
- Activity Date
  Required
- Activity Type
  Required
- Description
Action
Write
- Opportunity Name
- Account
  Required
- Status
  Required
- Probability
  Required
Action
Write

- Dropdown name
  Required
- Items
  Required
Action
Write
- Contact Field
  Required
Action
Search
- Contact Field
  Required
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Search or write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
- Type
Trigger
Instant
Try It
- Probability
- Status
Trigger
Instant
Try It
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Write
- Account
  Required
- Salutation
- First
- Middle
- Last
- Email
- Local AddressLine
- Local City
- Local County/State
- Local Postcode/Zip
- Local Country
Action
Write
- Account
  Required
- Task Date
  Required
- All Day Event
- Priority
  Required
- Task Status
  Required
- Task Type
  Required
- Owner
- Description
Action
Write
- Account Field
  Required
Action
Search
- Account Field
  Required
- Name
- Address Line
- City
- County/State
- Postcode/Zip
- Country
- Owner
Action
Search or write

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.

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About Spotler CRM

Spotler CRM, part of the Spotler Group, allows you to track customers and sales across the entire pipeline.

HelpHelp

Related categories

Marketing Automation

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