Create integrations between Capsule CRM and Signable
Send an Envelope using a Template with Signable when New or Updated Contact in Capsule CRM
Send an Envelope using a Template with Signable when New or Updated Opportunity in Capsule CRM
Send an Envelope using a Template with Signable when New or Updated Project in Capsule-crm
Send an Envelope using a Template with Signable when New or Updated Task in Capsule-crm
List Tasks in Capsule-crm when Send Envelope via Signable
Create Opportunity in Capsule CRM when Send Envelope via Signable
Create a project in Capsule CRM when Send Envelope via Signable
List Tasks in Capsule-crm when Add Contact to Signable
Create Opportunity in Capsule CRM when Add Contact to Signable
Create a project in Capsule CRM when Add Contact to Signable
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.
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Do thisActions
List Tasks
Get a list of all tasks
Create Opportunity
Creates a new Opportunity.
Create a project
Create a new Project
Send an Envelope using a Template
Send an Envelope using a Template.
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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 Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn More
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