FYI + GoCanvas
Create or update FYI tasks for new GoCanvas submissions
Effortlessly manage your tasks with this convenient workflow between GoCanvas and FYI. Each time a new submission is received in GoCanvas, a task will be created or updated in FYI, ensuring you stay on top of your workload. Keep your tasks organized and up-to-date, saving you time and increasing productivity.
Effortlessly manage your tasks with this convenient workflow between GoCanvas and FYI. Each time a new submission is received in GoCanvas, a task will be created or updated in FYI, ensuring you stay on top of your workload. Keep your tasks organized and up-to-date, saving you time and increasing productivity.
- 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.
- automatically do this!Create or Update Task
Create or Update a Task in FYI.
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Trigger Mid Workflow
App NameRequired
Try ItApp NameRequired
Item Description
Assign Item To
Schedule At
Create client if it doesn’t exist yetRequired
Export to xero if connectedRequired
Group Name
Phone Number
Mobile Number
Partner Email
Manager Email
NameRequired
Create group if it doesn’t exist yetRequired
App NameRequired
Item DescriptionRequired
Reference Data IDRequired
NameRequired
Client Email
User Email
Client Code
Export Code
XPM ID
FileRequired
Name
Create job if it doesn’t exist yetRequired
Job Type
Description
Job Code
Partner Email
Manager Email
Start Date
Due Date
