Connect GoCanvas and Salesmsg

Both apps 58GoCanvas 28Salesmsg 30

• Trigger
  New Customer

  Triggers when a new customer is added in GoCanvas.

• Trigger
  New Dispatch

  Triggers when a new dispatch is created for a GoCanvas form.

• Trigger
  New Project

  Triggers when a new project is added in GoCanvas.

• Trigger
  New Submission

  Triggers when a new submission of a GoCanvas form is completed.

• Action
  Create Customer

  Creates a customer (an individual or a business) in GoCanvas.

• Action
  Create Dispatch

  Sends a GoCanvas dispatch: a form, optionally prefilled, to a mobile user now or at a scheduled time.

• Action
  Create Project

  Creates a project in GoCanvas, optionally tied to a customer and site.

• Action
  Create Reference Data

  Creates a GoCanvas reference data table (a lookup list forms can use) from column names and rows.

• Action
  Create Site

  Creates a site (job location) in GoCanvas, optionally for a customer.

• Action
  Delete Customer

  Deletes a GoCanvas customer.

• Action
  Delete Dispatch

  Deletes a GoCanvas dispatch by its ID.

• Action
  Delete Project

  Deletes a GoCanvas project.

• Action
  Delete Site

  Deletes a GoCanvas site.

• Action
  Delete Submission

  Deletes a GoCanvas form submission.

• Action
  Get Customer

  Returns one GoCanvas customer by its ID, with its contact details.

• Action
  Get Dispatch

  Returns one GoCanvas dispatch by its ID, with its status and prefilled answers.

• Action
  Get Form

  Returns one GoCanvas form by its ID.

• Action
  Get Project

  Returns one GoCanvas project by its ID.

• Action
  Get Reference Data

  Returns one GoCanvas reference data table with its columns and rows.

• Action
  Get Site

  Returns one GoCanvas site (a job location) by its ID.

• Action
  Get Submission

  Returns one GoCanvas form submission by its ID.

• Action
  Get User

  Returns one GoCanvas user by their ID.

• Action
  List Customers

  Returns the customers in your GoCanvas company.

• Action
  List Forms

  Returns the GoCanvas forms you can access.

• Action
  List Users

  Returns the users in your GoCanvas company.

• Action
  Update Customer

  Updates a GoCanvas customer; only the fields you fill in change.

• Action
  Update Project

  Updates a GoCanvas project; only the fields you fill in change.

• Action
  Update Site

  Updates a GoCanvas site; only the fields you fill in change.

• Trigger
  Contact Updated

  Triggers when a contact in Salesmsg is created or updated.

• Trigger
  Missed Incoming Phone Call

  Triggers when an incoming phone call to your Salesmsg number is missed.

• Trigger
  New Contact

  Triggers when a new contact is created in Salesmsg.

• Trigger
  New Contact Opted-Out

  Triggers when a contact in Salesmsg is opted out of text messaging.

• Trigger
  New or Updated Conversation

  Triggers when an open Salesmsg conversation starts or gets a new message (its latest message time changes). Returns the conversation, including its contact and inbox, not the message text.

• Trigger
  New Phone Call Received

  Triggers when a new incoming phone call is logged in Salesmsg call history.

• Action
  Add broadcast

  Creates a broadcast in Salesmsg that sends a message from one of your numbers to the selected contacts, now or on a schedule, or saves it as a draft. Returns the new broadcast.

• Action
  Add tag

  Creates a new tag in your Salesmsg account that can then be applied to contacts.

• Action
  Add Tag to Contact

  Adds an existing tag to a Salesmsg contact.

• Action
  Assign conversation

  Assigns a conversation to a team member. Leave the user blank to set the conversation to Unassigned.

• Action
  Close conversation

  Closes a conversation for everyone on the team. The conversation and its messages stay visible under Closed Conversations, and the closed conversation is returned.

• Action
  Create Note

  Creates a note on a Salesmsg contact.

• Action
  Create or Update Contact

  Creates a Salesmsg contact for a phone number, or returns the existing contact with that number, setting name and email.

• Action
  Delete contact

  Deletes a contact from your Salesmsg account.

• Action
  Delete note

  Permanently deletes a note from a Salesmsg contact and returns the vendor's confirmation message.

• Action
  Find Contact

  Finds contacts whose name, email or phone number matches a search term.

• Action
  Find Salesmsg Member

  Searches the members of your Salesmsg organization by name or email and returns the matches.

• Action
  Get contact

  Returns a Salesmsg contact by its id, including its tags, notes and custom field values.

• Action
  Get conversation

  Returns a conversation by its ID, including its contact participants, owner, assigned user, phone number, status dates and reassignment history.

• Action
  List conversations

  Returns the conversations in the connected Salesmsg account that match a status filter, with each conversation's contact, owner and number details.

• Action
  List tags

  Returns the tags in the Salesmsg account, with optional search, sorting and filtering by tag.

• Action
  List teams

  Returns the teams (inboxes) in your Salesmsg organization, with each team's name, owner and phone number.

• Action
  Opt-in a contact

  Opts a contact back in so messages can be sent to them again, and returns the updated contact. A contact who opted out by replying (a hard opt-out) cannot be opted in this way.

• Action
  Opt-Out a Contact

  Opts out a Salesmsg contact so they no longer receive messages from your local and toll-free numbers. Returns the updated contact.

• Action
  Phone Number Lookup (PhoneCheckr)

  Looks up a phone number and returns its formatted form, country, carrier and line type.

• Action
  Remove Tag From Contact

  Removes a tag from a Salesmsg contact.

• Action
  Send a Group Text Message (SMS / MMS)

  Sends the same SMS or MMS to several phone numbers from one Salesmsg inbox, one message per recipient.

• Action
  Send a Text Message (SMS / MMS)

  Sends an SMS or MMS text message to a phone number from one of your Salesmsg inboxes.

• Action
  Update contact custom field

  Updates the value of one custom field on a Salesmsg contact and returns the updated contact.

• Action
  Update note

  Updates the text of an existing note on a Salesmsg contact.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.