Create new Simpro customers from GoCanvas submissions
Easily streamline your customer management process with this workflow. When a new submission is received in GoCanvas, this automation will create an individual customer in Simpro for you. Save time and stay organized by ensuring your customer database remains up-to-date and consistent without any manual effort.
Easily streamline your customer management process with this workflow. When a new submission is received in GoCanvas, this automation will create an individual customer in Simpro for you. Save time and stay organized by ensuring your customer database remains up-to-date and consistent without any manual effort.
- 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 Individual Customer
Creates a new individual customer.
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