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How to connect GoCanvas and Streak
Create a New Scenario to Connect GoCanvas and Streak
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 Streak will be your first step. To do this, click "Choose an app," find GoCanvas or Streak, 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 Streak Node
Next, click the plus (+) icon on the GoCanvas node, select Streak from the list of available apps, and choose the action you need from the list of nodes within Streak.
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Authenticate Streak
Now, click the Streak node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Streak settings. Authentication allows you to use Streak through Latenode.
Configure the GoCanvas and Streak 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 Streak 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, Streak, 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 Streak integration works as expected. Depending on your setup, data should flow between GoCanvas and Streak (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 Streak
GoCanvas + Streak + Slack: When a new submission is received in GoCanvas, the workflow checks if the submission indicates a failed inspection. If so, it creates a task in Streak assigned to the relevant team member and sends a notification via Slack to that team member.
Streak + GoCanvas + Google Sheets: When a new deal is created in Streak, the workflow retrieves related data from a specified GoCanvas form. This Streak deal information and the GoCanvas form data are then logged into a Google Sheet for reporting purposes.
GoCanvas and Streak 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 Streak
Use Streak in Latenode to automate sales pipeline tasks. Automatically update deals, trigger follow-ups, or sync data with other apps when stages change. Integrate Streak with your marketing automation or billing systems using Latenode's visual builder, custom code, and affordable execution-based pricing. No per-step fees, full API control.
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FAQ GoCanvas and Streak
How can I connect my GoCanvas account to Streak using Latenode?
To connect your GoCanvas account to Streak 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 Streak accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically update Streak boxes with new GoCanvas inspection data?
Yes, you can! Latenode's visual editor makes it simple to map GoCanvas data to Streak, automating updates and saving time compared to manual data entry.
What types of tasks can I perform by integrating GoCanvas with Streak?
Integrating GoCanvas with Streak allows you to perform various tasks, including:
- Create new Streak boxes from submitted GoCanvas forms automatically.
- Update existing Streak boxes with data from GoCanvas inspections.
- Trigger GoCanvas dispatches based on changes to Streak pipelines.
- Send customized email notifications via Streak when forms are submitted.
- Log GoCanvas form completion dates within Streak box activity.
How secure is the GoCanvas data when integrating with Streak on Latenode?
Latenode uses secure authentication and encryption to protect your GoCanvas and Streak data during integration and workflow execution.
Are there any limitations to the GoCanvas and Streak integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex GoCanvas calculations may require custom JavaScript blocks.
- Streak's API rate limits may affect high-volume data transfer.
- Advanced form logic in GoCanvas may need tailored workflow design.
