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GoCanvas + VanillaSoft

Add new GoCanvas submissions as contacts in VanillaSoft instantly

Effortlessly manage your contacts with this GoCanvas to VanillaSoft automation. Whenever there's a new submission in your GoCanvas app, it will create or update a contact in your VanillaSoft app. This way, you can ensure your contact information is always up to date, easing your lead management and helping you streamline communication with potential clients.

Effortlessly manage your contacts with this GoCanvas to VanillaSoft automation. Whenever there's a new submission in your GoCanvas app, it will create or update a contact in your VanillaSoft app. This way, you can ensure your contact information is always up to date, easing your lead management and helping you streamline communication with potential clients.

  1. When this happens...
    GoCanvasGoCanvas
    New Submission

    Triggers when a new submission is uploaded to GoCanvas for the specified app. You should have a submission to get the dynamic fields.

    TriggerInstant
  2. automatically do this!
    VanillaSoftVanillaSoft
    Add/Update Contact

    Add or Update a Contact.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
    • VanillaSoft Zap NameRequired

    • Description

    • VanillaSoft Project NameRequired

    • Select VanillaSoft Result Codes to associate with this Trigger

    • Email on ErrorRequired

    • Send Data Email on Last Error

    • Email last error data to

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • VanillaSoft Zap NameRequired

    • DescriptionRequired

    • VanillaSoft Project NameRequired

    • Email on Success

    • Email on ErrorRequired

    • Create New ContactsRequired

    • Flag New ContactsRequired

    • Route New Contacts as a First PriorityRequired

    • Delay Routing of New Contacts

    • Create Duplicates For Contacts That Share The Same Phone NumberRequired

    • Flag DuplicatesRequired

    • Error response for duplicate contact

    • Update existing contactsRequired

    • Update Key FieldRequired

    • Route Updated as a First PriorityRequired

    • Reopen and flag updated contacts (Recommended)Required

    Action
    Write
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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 moreHelp

Related categories

  • Forms & Surveys

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About VanillaSoft

VanillaSoft is a CRM app that combines the best of CRM, Lead Management and Telemarketing applications into one of the most capable phone sales environments.

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