GoCanvas + Yardbook

Create new Yardbook leads from GoCanvas submissions

Efficiently manage your lead generation process with this seamless workflow between GoCanvas and Yardbook. When you receive a new submission in the GoCanvas app, this automation will create a lead in the Yardbook app, saving you time and ensuring you never miss a potential client. Stay organized and streamline your client acquisition efforts with this easy-to-use integration.

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 Lead
Creates a new lead and a prospect in Yardbook
ActionWrite

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Supported triggers and actions

What does this mean?

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
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- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Scheduled
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New Business Profile Message
Trigger
Scheduled
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Lead Created
Triggers when a new lead is created.
Trigger
Scheduled
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Scheduled
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- address_line1Required
- cityRequired
- stateRequired
- postal_codeRequired
- countryRequired
- emailRequired
- phone
- full_nameRequired
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
Action
Write

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Scheduled
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Scheduled
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New Survey Received
Trigger
Scheduled
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New Todo Item
Triggers when a new todo item is created.
Trigger
Scheduled
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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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