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Capsule CRM + Jotform

Add notes to Capsule CRM entities for new Jotform submissions

Effortlessly keep your Capsule CRM contacts updated with this Jotform-Capsule CRM integration. When a new submission is received in Jotform, this workflow automatically adds a note to the corresponding entity in Capsule CRM, ensuring you have all the details recorded while eliminating manual entry. Maintain organized and up-to-date information, making managing your contacts a breeze.

Effortlessly keep your Capsule CRM contacts updated with this Jotform-Capsule CRM integration. When a new submission is received in Jotform, this workflow automatically adds a note to the corresponding entity in Capsule CRM, ensuring you have all the details recorded while eliminating manual entry. Maintain organized and up-to-date information, making managing your contacts a breeze.

  1. When this happens...
    JotformJotform
    New Submission

    Triggers when a new submission has been added to a specific form.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Add Note to Entity

    Adds a Note to an Entity.

    ActionWrite
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Supported triggers and actions

    • FormRequired

    Trigger
    Instant
    Try It
    • Select a formRequired

    • Asignee emailRequired

    • Invitation Message

    • Assignee Permission

    Action
    Write
    • Select a formRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    Trigger
    Polling
    Try It
    • Select a formRequired

    • Assignee emailRequired

    • Invitation Message

    • Prefilled Field Permissions

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
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About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.
jotform logo
jotform logo

About Jotform

The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.

Related categories

Triggers & Actions