Salesforce integration with GoCanvas
How to Create GoCanvas dispatches from new Salesforce cases
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create GoCanvas dispatches from new Salesforce cases" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate GoCanvas integrations
GoCanvas actions
Nekton can use any feature that is available in GoCanvas API.
Using our advanced AI, you can easily create custom automations for GoCanvas.
Here are some typical actions you can do in your automated workflows.
Create Dispatch
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
Delete Dispatch
Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.
Sync Reference Data With Google Sheets
Sync the selected Reference Data file with Google Sheets
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.
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.