This article provides introductory information on the the terminology associated with GoCanvas Integrations.
Admins can connect the myriad of cloud and on-premise software that your business uses and manage data flow all in one place.
Please Note
GoCanvas Integrations is a paid feature that is only available after payment and activation for your account. Until activation, Admins will see the page stating that the feature is "Coming Soon." Please contact your Account Representative, submit a request to Sales, or submit a ticket to Support if you would like to add it to your account.
GoCanvas Integrations
GoCanvas Integrations provides access to 1,000+ apps to integrate with, allows multiple integrations running simultaneously on a form, and has the ability to map fields from GoCanvas into other software.
GoCanvas Integrations allow you to:
- Automatically create or delete a Dispatch with pre-populated data
- Sync data to GoCanvas to autofill fields in your forms
- Update your other systems & processes with data from GoCanvas submissions
For example, account information stored in your customer relationship management (CRM) software can push into GoCanvas to populate submissions for the field worker. The field worker can complete a submission and any new information entered about the account can push back to the CRM.
In order to familiarize yourself with the basics of GoCanvas Integrations, below are a few terms that will help you get started:
Projects
A way to organize related Recipes, Connections, and approved collaborators into one central location. They can be dedicated to specific workflows or teams that contain one or more Recipes and Connections.
Connections
A secure way for GoCanvas Integrations to have access to the software you use for your business.
Recipes
Integrations that can span multiple apps. Each Recipe comprises a Trigger and one or more Actions that can be carried out when the trigger event is picked up.
Triggers
Determine what event executes the actions described in a Recipe. Or, an initiating event that starts the Recipe in the determined sequence.
Actions
Can occur outright, or be triggered by IF conditions, IF/ELSE conditions, repeat actions, be made callable by other Recipes, and provide error handling. Using these different variables, we can create multi-step workflows utilizing as many different applications as necessary.
Community Library
Provides pre-built Recipes to either use in your account or draw inspiration from to build your own recipes.
Ready to learn more? See Getting Started with GoCanvas Integrations.
To learn more about GoCanvas Client Engagement Services, please contact your GoCanvas Account Representative, submit a request to Sales, or submit a ticket to Support.
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