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Create integrations between Capsule CRM and MyDocSafe
Create a Folder in Mydocsafe when New or Updated Contact in Capsule CRM
Create a Portal in Mydocsafe when New or Updated Contact in Capsule CRM
Create a Portal Group in Mydocsafe when New or Updated Contact in Capsule CRM
Create a Folder in Mydocsafe when New or Updated Opportunity in Capsule CRM
Create a Portal in Mydocsafe when New or Updated Opportunity in Capsule CRM
Create a Portal Group in Mydocsafe when New or Updated Opportunity in Capsule CRM
Create a Folder in Mydocsafe when New or Updated Project in Capsule-crm
Create a Portal in Mydocsafe when New or Updated Project in Capsule-crm
Create a Portal Group in Mydocsafe when New or Updated Project in Capsule-crm
Create a Folder in Mydocsafe when New or Updated Task in Capsule-crm
Actions and Triggers
When this happensTriggers
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.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
Create Contact
Creates a new Person or Organisation.
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
Create Task
Creates a new Task.
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Frequently Asked Questions
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 MyDocSafe
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
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