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How to connect GoCanvas and Cleverreach
Create a New Scenario to Connect GoCanvas and Cleverreach
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 GoCanvas, triggered by another scenario, or executed manually (for testing purposes). In most cases, GoCanvas or Cleverreach will be your first step. To do this, click "Choose an app," find GoCanvas or Cleverreach, and select the appropriate trigger to start the scenario.
Add the GoCanvas Node
Select the GoCanvas node from the app selection panel on the right.
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Configure the GoCanvas
Click on the GoCanvas node to configure it. You can modify the GoCanvas URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Cleverreach Node
Next, click the plus (+) icon on the GoCanvas node, select Cleverreach from the list of available apps, and choose the action you need from the list of nodes within Cleverreach.
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Authenticate Cleverreach
Now, click the Cleverreach node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Cleverreach settings. Authentication allows you to use Cleverreach through Latenode.
Configure the GoCanvas and Cleverreach 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 GoCanvas and Cleverreach 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 GoCanvas, Cleverreach, 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 GoCanvas and Cleverreach integration works as expected. Depending on your setup, data should flow between GoCanvas and Cleverreach (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect GoCanvas and Cleverreach
GoCanvas + Cleverreach + Google Sheets: When a new submission is received in GoCanvas, the automation adds the submitter as a subscriber in Cleverreach and adds a new row with the submission data to a Google Sheet.
Cleverreach + GoCanvas + Slack: When a new subscriber joins a Cleverreach list, a new work order is created in GoCanvas, and a notification is sent to a Slack channel.
GoCanvas and Cleverreach integration alternatives
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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About Cleverreach
Use Cleverreach in Latenode to automate email marketing based on real-time triggers. Sync contact lists, personalize campaigns, and track results directly from your workflows. Avoid manual CSV imports, segment audiences dynamically, and react to user behavior using Latenode’s flexible data routing and logic.
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See how Latenode works
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FAQ GoCanvas and Cleverreach
How can I connect my GoCanvas account to Cleverreach using Latenode?
To connect your GoCanvas account to Cleverreach on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select GoCanvas and click on "Connect".
- Authenticate your GoCanvas and Cleverreach accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I trigger email campaigns from new GoCanvas submissions?
Yes, you can! Latenode allows you to automatically trigger Cleverreach campaigns when new submissions are received in GoCanvas, ensuring timely communication. Leverage our AI features to tailor each message.
What types of tasks can I perform by integrating GoCanvas with Cleverreach?
Integrating GoCanvas with Cleverreach allows you to perform various tasks, including:
- Add new GoCanvas contacts to a Cleverreach email list.
- Send personalized welcome emails for new GoCanvas form submissions.
- Update contact information in Cleverreach based on GoCanvas data.
- Segment Cleverreach recipients based on GoCanvas survey responses.
- Trigger follow-up email sequences from GoCanvas inspection results.
How secure is the GoCanvas integration with Latenode?
Latenode uses advanced security measures to protect your data during GoCanvas and Cleverreach integration. We ensure secure data transfer and storage.
Are there any limitations to the GoCanvas and Cleverreach integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas form structures might require custom mapping.
- Rate limits of the GoCanvas and Cleverreach APIs may apply.
- Real-time data synchronization depends on API availability.
