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Overview#
The GoCanvas API allows for the automation of document processing tasks, enabling data extraction from PDFs with ease, thus facilitating the seamless transfer of this data to other systems or databases. This proves particularly useful for businesses aiming to digitize paper-based processes, automate data entry, or integrate with other digital tools to enhance productivity and reduce manual errors.
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
gocanvas: {
type: "app",
app: "gocanvas",
}
},
async run({steps, $}) {
const data = {
"username": `${this.gocanvas.$auth.username}`,
}
return await axios($, {
url: `https://www.gocanvas.com/apiv2/forms.xml`,
headers: {
Authorization: `Bearer ${this.gocanvas.$auth.api_key}`,
},
data,
})
},
})
Example Use Cases#
Automated Invoice Processing: Trigger a Pipedream workflow whenever a new invoice is received in GoCanvas. Extract key information such as invoice number, amount, and line item details, then sync this data to your accounting software like QuickBooks or an Excel spreadsheet in real-time for streamlined financial management.
Customer Onboarding Documents: When a new customer fills out an onboarding form in GoCanvas, use Pipedream to process the form, extracting relevant data, and then add the customer details directly to your CRM tool such as Salesforce. Additionally, trigger a welcome email via SendGrid to engage the customer instantly.
Job Application Sorting: Optimize your HR processes by setting up a Pipedream workflow that activates when a new job application is submitted through GoCanvas. Extract applicant details and resume content, then automatically score and sort candidates based on predefined criteria, or add them to an Airtable base for a simplified review process.
Popular GoCanvas Integrations#
Popular GoCanvas Triggers#
Emit new event when a new submission is uploaded to GoCanvas.
Popular GoCanvas Actions#
Creates or updates GoCanvas reference data. See the documentation
Removes a specific dispatch from GoCanvas. See the documentation
Authentication#
Name Slug: gocanvasGoCanvas uses API keys for authentication. When you connect your GoCanvas account, Pipedream securely stores the keys so you can easily authenticate to GoCanvas APIs in both code and no-code steps.
Go to Account > Account Settings. Scroll down to the Security Settings > API Keys and click Settings.
On this page, check the box to Enable API Keys and then click Create API Key.
For username, use your email address such as test_user@gocanvas.com. See docs
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