Capsule CRM + Docubee

Capsule CRM + Docubee integrations

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.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Start a Workflow InstanceSends data to start an OnTask Workflow Template
ActionWrite

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More things you can do with Capsule CRM and Docubee

Discover other triggers and actions you can use with Capsule CRM and Docubee

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Select a Workflow Template
  Required
Trigger
Instant
Try It

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Select a Workflow Template
  Required
Trigger
Instant
Try It
- Select a Workflow
  Required
Action
Write

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.

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About Docubee

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

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Related categories

Documents

Related Zap Templates

Generate and send contracts and agreements in Docubee from new or updated Capsule CRM opportunities

Related Zap Templates

Generate and send contracts and agreements in Docubee from new or updated Capsule CRM opportunities