GoCanvas + QuoteMachine

Create QuoteMachine organizations from new GoCanvas submissions

Effortlessly streamline your data management process with this workflow. When a new submission is received in the GoCanvas app, this automation will create an organization in the QuoteMachine app, saving you time and ensuring accurate information transfer between systems. Enhance your efficiency and maintain organized records with this seamless 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 an Organization
Create an organization (contact)
ActionWrite

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Supported triggers and actions

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
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- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
Contact Created
Triggers when an contact is created.
Trigger
Instant
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Contact Updated
Triggers when an contact is updated.
Trigger
Instant
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Invoice Payment Transaction Updated
Triggers when an invoice is updated (received and then captured or declined).
Trigger
Instant
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Order Payment Transaction Updated
Triggers when an order deposit is updated (received and then captured or declined).
Trigger
Instant
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Quote Payment Transaction Updated
Triggers when a quote deposit is updated (received and then captured or declined).
Trigger
Instant
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- NameRequired
- EmailRequired
- Phone number
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
Action
Write
- Contact Internal ID
- Email
Action
Search

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
Contact Deleted
Triggers when an contact is deleted.
Trigger
Instant
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Invoice Created
Triggers when an invoice is created (sent or mark as done).
Trigger
Instant
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Order Created
Triggers when an order is marked as done.
Trigger
Instant
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Won Quote
Triggers when a quote is won.
Trigger
Instant
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Proposed Quote
Triggers when a quote is proposed to a customer.
Trigger
Instant
Try It
- First nameRequired
- Last name
- EmailRequired
- Phone number
- Notes
- Street
- City
- Postal code / Zip
- State code (2-letters code)
- Country code (2-letters code)
- Organization internal ID
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.

Learn more