GoCanvas + Thryv integrations
Create Thryv clients from new GoCanvas submissions
Streamline your client onboarding process by connecting GoCanvas and Thryv in this efficient workflow. When a new submission occurs in GoCanvas, a client will be created in Thryv, consolidating essential information in one platform. This automation eliminates manual data entry, saving time for more crucial tasks and ensuring a smoother experience for both you and your clients.
- 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 ClientCreates a new client.
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More things you can do with GoCanvas and Thryv
Discover other triggers and actions you can use with GoCanvas and Thryv
- Trigger Mid Workflow
- App NameRequired
Try ItTriggerInstant- App NameRequired
- Item Description
- Assign Item To
- Schedule At
ActionWrite- New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - New Invoice
Triggers when a new invoice is issued.
Try ItTriggerInstant
- App NameRequired
- Item DescriptionRequired
ActionWrite- Reference Data IDRequired
ActionWrite- New Client
Triggers when new client is created.
Try ItTriggerInstant - New Payment
Triggers when a new payment 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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Thryv is an all-in-one management software built for small business. It integrates essential business functions like payments, marketing, and CRM.
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