Connect Capsule CRM and docupilot to Build Intelligent Automations
Choose a Trigger
When this happens...
New or Updated Contact
New or Updated Opportunity
New or Updated Project
New or Updated Task
New or Updated Users
Choose an Action
Automatically do this!
- Request a new Action for docupilot
Enable Integrations or automations with these events of Capsule CRM and docupilot
Enable Integrations or automations with these events of Capsule CRM and docupilot
Triggers
New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
New or Updated Project
Triggers when a given action is performed on a Project.
New or Updated Task
Triggers when a given action is performed on a Task.
New or Updated Users
Triggers when a given action is performed on a user.
Actions
Create Contact
Creates a new Person or Organisation.
Update Opportunity
Update an existing opportunity
List Tasks
Get a list of all tasks
Add Note to Entity
Adds a Note to an Entity.
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
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Frequently Asked Questions
To start, connect both your Capsule CRM and docupilot accounts to viaSocket. Once connected, you can set up a workflow where an event in Capsule CRM triggers actions in docupilot (or vice versa).
Absolutely. You can customize how Capsule CRM data is recorded in docupilot. This includes choosing which data fields go into which fields of docupilot, setting up custom formats, and filtering out unwanted information.
The data sync between Capsule CRM and docupilot typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Capsule CRM and docupilot. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Capsule CRM
CRM software helps sales teams enhance customer relationship management by centralizing customer information, tracking customer interactions across multiple platforms, and providing tools for effective contact management.
Learn MoreAbout docupilot
Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.
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