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How to connect GoCanvas and Grist
Create a New Scenario to Connect GoCanvas and Grist
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 Grist will be your first step. To do this, click "Choose an app," find GoCanvas or Grist, 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 Grist Node
Next, click the plus (+) icon on the GoCanvas node, select Grist from the list of available apps, and choose the action you need from the list of nodes within Grist.
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Authenticate Grist
Now, click the Grist node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Grist settings. Authentication allows you to use Grist through Latenode.
Configure the GoCanvas and Grist 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 Grist 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, Grist, 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 Grist integration works as expected. Depending on your setup, data should flow between GoCanvas and Grist (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 Grist
GoCanvas + Grist + Slack: When a new submission is received in GoCanvas, and the submission contains issues, a new record is created in Grist. A message is then sent to a Slack channel to notify the team about the new record.
Grist + GoCanvas + Google Sheets: When a record is created or updated in Grist, the data from that record is added as a new row in a Google Sheet. This allows for analysis and reporting on GoCanvas form data collected and managed in Grist.
GoCanvas and Grist 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 Grist
Use Grist in Latenode to build custom data dashboards and manage complex data sets within your automation workflows. Trigger flows based on Grist updates, or write data back to Grist after processing. Add custom logic with JavaScript and scale without per-step fees, creating powerful data-driven automations.
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FAQ GoCanvas and Grist
How can I connect my GoCanvas account to Grist using Latenode?
To connect your GoCanvas account to Grist 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 Grist accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Grist with new GoCanvas submissions?
Yes, you can! Latenode allows real-time updates, triggering workflows upon new GoCanvas submissions. Effortlessly keep your Grist databases current, leveraging Latenode's advanced logic and no-code blocks.
What types of tasks can I perform by integrating GoCanvas with Grist?
Integrating GoCanvas with Grist allows you to perform various tasks, including:
- Automatically backing up GoCanvas submissions in Grist for secure storage.
- Creating custom reports in Grist using GoCanvas data in real time.
- Triggering alerts based on GoCanvas submission criteria inside Grist.
- Populating GoCanvas forms with data from Grist for pre-filled fields.
- Managing and tracking field team performance using GoCanvas and Grist.
How easily can I filter GoCanvas data before it reaches Grist?
Filtering is simple using Latenode’s visual editor! Add conditional logic and data transformation steps to process GoCanvas data before updating Grist.
Are there any limitations to the GoCanvas and Grist integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript knowledge.
- Very large GoCanvas datasets may impact workflow execution time.
- Grist API rate limits could affect the frequency of updates.
