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Capsule CRM + DocuSign Integrations

Capsule CRM logoDocuSign logo
Capsule CRM logoDocuSign logo

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Capsule CRM and DocuSign.

Connect Capsule CRM + DocuSign in Minutes

It's easy to connect Capsule CRM + DocuSign and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew or Updated Case

Triggers when a given action is performed on a Case.

InstantNew or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

InstantNew or Updated Contact

Triggers when a given action is performed on a Contact.

InstantNew or Updated Task

Triggers when a given action is performed on a Task.

Envelope Sent or Completed

Triggers when an envelope is sent or completed. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

New Folder

Triggers when a new folder is created.

How Capsule CRM + DocuSign Integrations Work

  1. Step 1: Authenticate Capsule CRM + DocuSign.
    (30 seconds)
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)
  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)
  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)
  5. That’s it! More time to work on other things.
Connect Capsule CRM + DocuSign

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