GoCanvas + Yardbook

GoCanvas + Yardbook integrations

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 SubmissionTriggers 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 LeadCreates a new lead and a prospect in Yardbook
ActionWrite

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More things you can do with GoCanvas and Yardbook

Discover other triggers and actions you can use with GoCanvas and Yardbook

- Trigger Mid Workflow
- App Name
  Required
Trigger
Instant
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- App Name
  Required
- Item Description
- Assign Item To
- Schedule At
Action
Write
Job Completed
Triggers when a job or activity is set to completed.
Trigger
Polling
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New Business Profile Message
Trigger
Polling
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Lead Created
Triggers when a new lead is created.
Trigger
Polling
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New Prospect
Triggers when a new prospect customer is created.
Trigger
Polling
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- Lookup customer by email
- Lookup customer by phone number
- Lookup customer by first and last name
- Lookup customer by first and last name
- Event type
  Required
- Name of the system sending the event
  Required
- Short description shown in Yardbook
  Required
- Raw payload
  Required
- Event Occurred At
  Required
- Confidence Score
- Idempotency Key
- Source System Id
Action
Write

- App Name
  Required
- Item Description
  Required
Action
Write
- Reference Data ID
  Required
Action
Write
Estimate Approved
Triggers when an estimate has been approved.
Trigger
Polling
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New Customer
Triggers when a new customer (not prospect) is created.
Trigger
Polling
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New Survey Received
Trigger
Polling
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New Todo Item
Triggers when a new todo item is created.
Trigger
Polling
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- address_line1
  Required
- city
  Required
- state
  Required
- postal_code
  Required
- country
  Required
- email
  Required
- phone
- full_name
  Required
- instructions
- service_frequency
- lawn_size_in_sf
- lead_source
- service_type
- promo_code
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.

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About Yardbook

Yardbook is a comprehensive, end-to-end business management software solution designed for the landscaping industry.

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Related categories

CRM (Customer Relationship Management)

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