GoCanvas

GoCanvas + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect GoCanvas and Workbooks CRM, with as many as 21 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect GoCanvas + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
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.

Delete Dispatch

Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.

Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Dispatch

Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.

New Case

Triggers when a new case is created.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

New Person

Triggers when a new person is created.

Create Organisation

Creates a new organisation.

New Sales Lead

Triggers when a new sales lead is created.

Create Case

Creates a new case.

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Become a Zapier Integration Partner

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.

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

See Workbooks CRM Integrations