Start workflow instances in Docubee for new or updated contacts in Capsule CRM
Streamline your CRM and workflow management by automatically starting a workflow in Docubee whenever a contact is added or updated in Capsule CRM. This integration saves you time by initiating the necessary workflows in Docubee, ensuring that your processes remain efficient and up-to-date as your contact list evolves. Keep your team focused on important tasks while this automation handles the rest.
Streamline your CRM and workflow management by automatically starting a workflow in Docubee whenever a contact is added or updated in Capsule CRM. This integration saves you time by initiating the necessary workflows in Docubee, ensuring that your processes remain efficient and up-to-date as your contact list evolves. Keep your team focused on important tasks while this automation handles the rest.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
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