Capsule CRM + Docusign
Create DocuSign signature requests for new or updated Capsule CRM contacts
Effortlessly manage your Capsule CRM contacts and streamline the signature process with this workflow. When a new or updated contact is added to Capsule CRM, a signature request will be created in DocuSign, saving you time and ensuring a seamless experience for your clients. Enhance your customer relationship management and document signing process with this efficient automation.
Effortlessly manage your Capsule CRM contacts and streamline the signature process with this workflow. When a new or updated contact is added to Capsule CRM, a signature request will be created in DocuSign, saving you time and ensuring a seamless experience for your clients. Enhance your customer relationship management and document signing process with this efficient automation.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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