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How to connect Apollo and GoCanvas
Create a New Scenario to Connect Apollo 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 Apollo, triggered by another scenario, or executed manually (for testing purposes). In most cases, Apollo or GoCanvas will be your first step. To do this, click "Choose an app," find Apollo or GoCanvas, and select the appropriate trigger to start the scenario.
Add the Apollo Node
Select the Apollo node from the app selection panel on the right.
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Add the GoCanvas Node
Next, click the plus (+) icon on the Apollo node, select GoCanvas from the list of available apps, and choose the action you need from the list of nodes within GoCanvas.
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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 Apollo 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 Apollo and GoCanvas Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Apollo, 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 Apollo and GoCanvas integration works as expected. Depending on your setup, data should flow between Apollo and GoCanvas (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Apollo and GoCanvas
GoCanvas + Apollo + Slack: When a new submission is received in GoCanvas, the corresponding account in Apollo is updated. The sales team is then notified in Slack about the updated client information.
GoCanvas + Apollo + Google Sheets: When a new submission is received in GoCanvas, the flow searches for the company in Apollo. If the company doesn't exist, it is created. Finally, the submission information is logged in Google Sheets.
Apollo and GoCanvas integration alternatives
About Apollo
Need precise location data? Integrate Apollo into Latenode workflows to automatically geocode addresses or enrich customer profiles with location insights. Automate data validation and routing based on geographic parameters. Use Latenode's visual editor to build scalable location-aware processes without complex coding.
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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.
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See how Latenode works
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FAQ Apollo and GoCanvas
How can I connect my Apollo account to GoCanvas using Latenode?
To connect your Apollo account to GoCanvas on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Apollo and click on "Connect".
- Authenticate your Apollo and GoCanvas accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update GoCanvas forms with new Apollo leads?
Yes, you can! Latenode's visual builder allows for seamless data transfer, ensuring your GoCanvas forms are always up-to-date with the latest lead information from Apollo, saving you time.
What types of tasks can I perform by integrating Apollo with GoCanvas?
Integrating Apollo with GoCanvas allows you to perform various tasks, including:
- Create new GoCanvas submissions from qualified Apollo leads automatically.
- Update existing GoCanvas records with the latest Apollo contact information.
- Trigger personalized email sequences via Apollo based on GoCanvas form submissions.
- Log GoCanvas form completion details within Apollo contact activity.
- Generate custom reports combining Apollo and GoCanvas data using Latenode.
HowsecureistheApollointegrationwithGoCanvasonLatenode?
Latenodeemploysrobustsecuritymeasures,includingencryptionandsecureauthentication,toensureyourdataisprotectedduringtransferandatrest.
Are there any limitations to the Apollo and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial setup requires valid API keys or credentials for both Apollo and GoCanvas.
- Complex data transformations may necessitate JavaScript coding within Latenode.
- Rate limits imposed by Apollo and GoCanvas may affect high-volume workflows.
