GoCanvas + Simpro

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.

  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!
    SimproSimpro
    Create Individual Customer

    Creates a new individual customer.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Trigger Mid Workflow

    • App NameRequired

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item Description

    • Assign Item To

    • Schedule At

    Action
    Write
  • Simpro triggers, actions, and search

    New Company Customer

    Triggers when a company customer is created.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    New Individual Customer

    Triggers when an individual customer is created.

    Trigger
    Instant
    Try It
    • App NameRequired

    • Item DescriptionRequired

    Action
    Write
    • Reference Data IDRequired

    Action
    Write
  • Simpro triggers, actions, and search

    Company Customer Updated

    Triggers when a company customer is updated.

    Trigger
    Instant
    Try It
  • Simpro triggers, actions, and search

    Individual Customer Updated

    Triggers when an individual customer is updated.

    Trigger
    Instant
    Try It
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

Related categories

  • Forms & Surveys

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simpro logo
simpro logo

About Simpro

Simpro is a field service and job management software package. Optimize workflow processes & field service operations for trade businesses.

Related categories

  • Project Management