Capsule CRM + Jotform
Add notes to Capsule contacts with new signed documents in Jotform
Set up this integration to follow up on signatures easily. This Zap automatically adds a note to the history of a Capsule contact when each new Jotform cocument has been signed.
Set up this integration to follow up on signatures easily. This Zap automatically adds a note to the history of a Capsule contact when each new Jotform cocument has been signed.
- When this happens...New Signed Document
Triggers when a signed document is received.
- automatically do this...Find Contact
Finds a Person or Organisation.
- then do this!Add Note to Entity
Adds a Note to an Entity.
- Free forever for core features
- 14 day trial for premium features & apps
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.
Related categories
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.
