GoCanvas + Vtiger CRM

Automatically create or update Vtiger CRM opportunities from new GoCanvas submissions

Effortlessly manage new leads from your GoCanvas app with this seamless workflow that handles opportunities in Vtiger CRM. When a new submission is received in GoCanvas, this automation ensures the corresponding opportunity is either created or updated in Vtiger CRM, allowing you to efficiently track and nurture leads while saving time for other important tasks.

When this happens...
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
automatically do this!
Create or Update Opportunity
Creates or updates opportunity.
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
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Scheduled
Try It
New Case
Triggers when a new Case is created.
Trigger
Scheduled
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New Event
Triggers when a new event is created.
Trigger
Scheduled
Try It

New Lead
Triggers when a new Lead is created.
Trigger
Scheduled
Try It
New Organization
Triggers when a new Organization is created.
Trigger
Scheduled
Try It

New Service
Triggers when a new Service is created.
Trigger
Scheduled
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New Todo
Triggers when a new todo is created.
Trigger
Scheduled
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Scheduled
Try It
New Contact
Triggers when a new contact is created.
Trigger
Scheduled
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Scheduled
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Scheduled
Try It
New Product
Triggers when a new Product is created.
Trigger
Scheduled
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Scheduled
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Scheduled
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
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.

Learn more Help

Related categories

Forms & Surveys

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Forms & Surveys

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About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Help

Related categories

CRM (Customer Relationship Management)

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Capsule CRM

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GoCanvas + Vtiger CRM

Automatically create or update Vtiger CRM opportunities from new GoCanvas submissions

New Submission

Trigger Mid Workflow

Create Dispatch

App NameRequired

Item Description

Assign Item To

Schedule At

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

Delete Dispatch

App NameRequired

Item DescriptionRequired

Sync Reference Data With Google Sheets

Reference Data IDRequired

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

About GoCanvas

Related categories

Similar apps

Formitize

iFormBuilder

Device Magic

About Vtiger CRM

Related categories

Similar apps

Capsule CRM

Zoho CRM

Zendesk Sell