We're excited to announce a more powerful feature for customers: a brand new integration with cloud storage services. Now you can automatically export information collected on GoCanvas to Dropbox, Box, Evernote, and Google Drive.
While we've had an open API and bulk export options of CSV and excel files for awhile, we wanted to provide customers even more options to use your data how YOU want to.
Wondering why people integrate at all? They're enjoying easier and faster work. Here are 5 situations you can avoid by choosing to integrate.
1. Where did we export those files?
With a normal export, it's easy to just leave all that information in a random folder on a computer. Perhaps you leave it on your desktop, or just in downloads. If you have to run out at the end of a long day, you could forget where you put them. Suddenly? You have two options: Spend time searching your computer for the export, or exporting the information...again.
Our new integration with cloud storage services allows you to automatically export these submissions to folders. When you set up your integration, choose the location and name best for your filing system. Not only do you skip exporting the information, you also never have to wonder where the information is again.
2. I need to access this report...but I'm not near the office
With the rise of tech, we're becoming more mobile than ever in our work. But if you don't have access to the right information, you're stuck, losing precious time.
This is where our integration with cloud storage becomes helpful: the great part of cloud storage like Box, Evernote, and Dropbox: access information in real time, wherever you go. Are you working remote on day? You can still grab a report from your cloud storage. On your way to meeting? You can review inspections while in transit, this integration lets you get work done, wherever work takes you.
3. I exported to the computer, but forgot to upload it to the cloud
If you've been storing information in cloud storage services, you've had to export not once, but twice into these programs. Extra steps are more than a hassle: the more steps you make, the more errors can get into the system. Whether you forget to import the information into cloud storage, or perhaps misname a folder file along the way.
Automated integration means you cut out all this work. Automatic imports reduce opportunity for errors. Even better: it frees up employee time for other more critical or creative tasks. Whether it's following up with a customer, or analyzing the data: the more work you can automate, the more time you can have for other important work.
4. Wait, you sent me an email? I never got it.
Do you need multiple people to look at an inspection or checklist after the fact? You can email it to each and every person, but we all know how easy it is to lose an email in this day and age, or to misspell someone's email address.
Instead, automatic integration can be sent to folders that are shared with partners, or co-workers already. Thus, each finish form is automatically shared in Evernote, DropBox, Box, or Google Drive. Everyone who needs to know can get information in real-time and kept in the loop.
5. Did we invoice that customer twice?
Getting forms back to your office in real time helps you react and take the next step. Whether you need to invoice a customer for an HVAC repair, or create real time analysis of your retail competition, you need the right people getting the right information.
Without integration, there's the opportunity for an information lag. This can cause a number of problems for follow up: double invoicing a customer, forgetting to invoice them at all, internal misunderstandings, and slower decision making processes.
If you integrate, you not only get information more quickly, you get information back to the right people. Employees are empowered to take action, and make sales faster, customer service quicker, or provide better competitive research.
Automation doesn't just speed up your processes: it makes it stronger. It strengthens internal communication, and improves collaboration whether you're across town or across the world. You'll not only save time, but also increase productivity.
Whether you use Dropbox, Evernote, Box, or Google Drive, this new integration can make your work faster and easier than ever before.