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Automatically update Agile CRM with data collected from GoCanvas mobile forms using Latenode. Simplify field data entry and eliminate manual updates with a visual editor that supports custom JavaScript functions and affordable execution-based pricing.
Connect Agile CRM and GoCanvas in minutes with Latenode.
Create Agile CRM to GoCanvas workflow
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Swap Apps
Agile CRM
GoCanvas
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Create a New Scenario to Connect Agile CRM and GoCanvas
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or GoCanvas will be your first step. To do this, click "Choose an app," find Agile CRM or GoCanvas, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the GoCanvas Node
Next, click the plus (+) icon on the Agile CRM node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
Agile CRM
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GoCanvas
Authenticate GoCanvas
Now, click the GoCanvas node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your GoCanvas settings. Authentication allows you to use GoCanvas through Latenode.
Configure the Agile CRM and GoCanvas Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and GoCanvas Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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GoCanvas
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, GoCanvas, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and GoCanvas integration works as expected. Depending on your setup, data should flow between Agile CRM and GoCanvas (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
GoCanvas + Agile CRM + Slack: When a new submission is received in GoCanvas, check if it indicates a failed inspection. If so, create a task in Agile CRM and notify the assigned agent in Slack via a direct message.
GoCanvas + Agile CRM + Google Sheets: When a new submission is received in GoCanvas, find the contact in Agile CRM. If it is found, log the details of the submission and associated contact information in a Google Sheet for reporting.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
Related categories
About GoCanvas
Use GoCanvas with Latenode to automate data capture from mobile forms into your workflows. Integrate field data directly into databases or CRMs. Trigger follow-up actions based on form submissions, like generating reports or sending notifications. Simplify field operations and improve data accuracy inside Latenode’s visual environment.
Related categories
How can I connect my Agile CRM account to GoCanvas using Latenode?
To connect your Agile CRM account to GoCanvas on Latenode, follow these steps:
Can I automatically update contacts in Agile CRM from GoCanvas submissions?
Yes, you can! Latenode's flexible data mapping ensures seamless contact updates, centralizing your data and eliminating manual entry for enhanced efficiency.
What types of tasks can I perform by integrating Agile CRM with GoCanvas?
Integrating Agile CRM with GoCanvas allows you to perform various tasks, including:
How secure is my Agile CRM data when using Latenode?
Latenode uses advanced encryption and secure data handling practices, ensuring your Agile CRM data remains protected throughout all workflows.
Are there any limitations to the Agile CRM and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: