CentrixOne + GoCanvas

Create CentrixOne contacts from new GoCanvas submissions

Effortlessly keep your contact list up-to-date with this handy workflow. Whenever a new submission is received in your GoCanvas app, a contact is created in CentrixOne, ensuring you always have the latest information at your fingertips. Streamline your data management and never miss an important connection again with this seamless automation.

Effortlessly keep your contact list up-to-date with this handy workflow. Whenever a new submission is received in your GoCanvas app, a contact is created in CentrixOne, ensuring you always have the latest information at your fingertips. Streamline your data management and never miss an important connection again with this seamless automation.

  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!
    CentrixOneCentrixOne
    Create Contact

    Create a new contact.

    ActionWrite
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Supported triggers and actions

    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
    • List (Ids)Required

    • ID Contact (Idc)Required

    • Sales RepresentativeRequired

    • Inside Sales Representative

    • Opportunity LevelRequired

    • ProbabilityRequired

    • Title

    • Description

    • Reference (P.O.)

    • Date Created

    • Source

    • Date Closing

    • Profit (Percentage)

    • Profit (Amount)

    • Total Amount

    • Opportunity Custom 1

    • Opportunity Custom 2

    • Opportunity Custom 3

    • Opportunity Custom 4

    • Opportunity Custom 5

    • Opportunity Custom 6

    • Opportunity Custom 7

    • Opportunity Custom 8

    • Opportunity Custom 9

    • Opportunity Custom 10

    • Opportunity Custom 11

    • Opportunity Custom 12

    • Opportunity Custom 13

    • Opportunity Custom 14

    • Opportunity Custom 15

    • Opportunity Custom 16

    • Opportunity Custom 17

    • Opportunity Custom 18

    • Opportunity Custom 19

    • Opportunity Custom 20

    • Revenue Type (Idrt)Required

    • Description

    • Quantity

    • Unit Price

    • Profit (Percent)

    • Profit (Amount)

    • Amount

    • Revenue Custom 1

    • Revenue Custom 2

    • Revenue Custom 3

    • Revenue Custom 4

    • Revenue Custom 5

    • Revenue Custom 6

    • Revenue Custom 7

    • Revenue Custom 8

    • Revenue Custom 9

    • Revenue Custom 10

    • Revenue Custom 11

    • Revenue Custom 12

    • Revenue Custom 13

    • Revenue Custom 14

    • Revenue Custom 15

    • Revenue Custom 16

    • Revenue Custom 17

    • Revenue Custom 18

    • Revenue Custom 19

    • Revenue Custom 20

    • Revenue Custom 21

    • Revenue Custom 22

    • Revenue Custom 23

    • Revenue Custom 24

    • Revenue Custom 25

    Action
    Write
    • List (Ids)Required

    • Email

    • Search in all lists of the account?

    • If the contact is found in another list, add it to the selected list.

    Action
    Search
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centrixone-da104369 logo

About CentrixOne

CentrixOne is a full featured yet easy-to-use CRM, e-mail and marketing automation platform for SMB’s.

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  • CRM (Customer Relationship Management)

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gocanvas logo
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 more

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  • Forms & Surveys

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