Read GoCanvas forms and submissions, submit answers, dispatch work to devices, and manage customers.
Explore 20 workflow actions for GoCanvas, including account permissions and operation limits.
16 read actions4 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create customer
Write
Create an individual or business customer.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create dispatch
Write
Send a form with prefilled answers to a user's device now, or schedule it.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create submission
Write
Submit text answers to a form. NodeHub sends its idempotency key as the GUID so a retry is not a duplicate.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get current user
Read
Read the user the application acts as.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
Get customer
Read
Read a customer.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
Get dispatch
Read
Read a dispatch.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
Get form
Read
Read a form, flat or with its sections, sheets and entries nested.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
Get reference data
Read
Read a reference data table with its rows.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
Get submission
Read
Read a submission by its ID or GUID.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List customers
Read
List customers.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List departments
Read
List the company's departments.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List dispatches
Read
List dispatches for a user, department or form.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List forms
Read
List the forms the user can see.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List projects
Read
List projects in the departments the user can see.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List reference data
Read
List reference data tables.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List sites
Read
List sites (Project Management view).
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List submission revisions
Read
List a submission's revisions.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List submissions
Read
List submissions for a form or user, completed ones unless a status is given.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
List users
Read
List the company's users.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
Update customer
Write
Change a customer's details, default site or sites.
Permissions and limits
Account permissions
A GoCanvas OAuth application (Client Credentials) whose user can see the forms and data
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in GoCanvas. A saved workflow is not a completed provider action.
Productivity · CONNECTION
