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How to connect Blue and GoCanvas
Create a New Scenario to Connect Blue 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 Blue, triggered by another scenario, or executed manually (for testing purposes). In most cases, Blue or GoCanvas will be your first step. To do this, click "Choose an app," find Blue or GoCanvas, and select the appropriate trigger to start the scenario.
Add the Blue Node
Select the Blue node from the app selection panel on the right.
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Add the GoCanvas Node
Next, click the plus (+) icon on the Blue 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 Blue 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 Blue 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 Blue, 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 Blue and GoCanvas integration works as expected. Depending on your setup, data should flow between Blue 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 Blue and GoCanvas
GoCanvas + Blue + Slack: When a new submission is received in GoCanvas, a new project is created in Blue to review the submission. Finally, a summary of the submission is sent to a dedicated Slack channel.
GoCanvas + Blue + Google Sheets: When a new submission is created in GoCanvas, a new project is created in Blue. The details of this project, along with submission details, are then added to a Google Sheet for tracking and analytics.
Blue and GoCanvas integration alternatives
About Blue
Use Blue in Latenode to streamline data validation. Catch errors early by adding pre-built Blue validation nodes to any workflow. Automate data cleansing and standardization before it reaches your database, avoiding inconsistencies. Benefit from Latenode’s visual editor and scaling features.
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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 Blue and GoCanvas
How can I connect my Blue account to GoCanvas using Latenode?
To connect your Blue account to GoCanvas on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Blue and click on "Connect".
- Authenticate your Blue 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 Blue data?
Yes, you can! Latenode's visual editor makes it easy to map Blue data to GoCanvas fields, ensuring forms are always up-to-date. Save time and eliminate manual data entry errors.
What types of tasks can I perform by integrating Blue with GoCanvas?
Integrating Blue with GoCanvas allows you to perform various tasks, including:
- Creating a new GoCanvas submission when a new Blue lead is created.
- Updating Blue customer details whenever a GoCanvas form is submitted.
- Triggering Blue marketing campaigns based on GoCanvas data analysis.
- Sending summary reports from GoCanvas to Blue for review.
- Archiving completed GoCanvas submissions in Blue for compliance.
Can I use custom JavaScript with my Blue + GoCanvas automations?
Yes! Latenode allows you to enhance your workflows with custom JavaScript code to handle complex data transformations and edge cases.
Are there any limitations to the Blue and GoCanvas integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Real-time updates are subject to the API limits of Blue and GoCanvas.
- Initial setup requires you to have appropriate access rights in both apps.
