GoCanvas + ProspectX

Create ProspectX seller leads from new GoCanvas submissions

Effortlessly keep track of new submissions on GoCanvas and enhance your sales process with this seamless workflow. Whenever a new submission is received in GoCanvas, this automation will create a seller lead in ProspectX, ensuring all your potential clients are organized and easily accessible. Stay on top of your leads and make your sales team more efficient with this time-saving 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!
New Opportunity
Creates a New Opportunity
ActionWrite

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Supported triggers and actions

- Trigger Mid Workflow
- App NameRequired
Trigger
Instant
Try It
- App NameRequired
- Item Description
- Assign Item To
- Schedule At
Action
Write
Opportunity Update
Trigger of new opportunity created
Trigger
Instant
Try It

- App NameRequired
- Item DescriptionRequired
Action
Write
- Reference Data IDRequired
Action
Write
New Opportunity
Creates a New Opportunity
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