Capsule CRM + Docusign
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.
- When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.TriggerInstant - automatically do this!
Send Envelope Using TemplateSends a envelope signature request using a template.ActionWrite
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More things you can do with Capsule CRM and Docusign
Discover other triggers and actions you can use with Capsule CRM and Docusign
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Entity TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
Update OpportunityThis 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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- PipelineRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Click DeclinedTriggers when a recipient declined a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Updated Navigator Agreement (For IAM Plans)
Triggers when an existing Navigator agreement is updated. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Failed (For IAM Plans)
Triggers when a Maestro workflow fails. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Identity Verification Completed
Triggers when a decision has been made regarding the signer's identity verification check for an eIDAS-compliant Qualified Electronic Signature (QES) and they have been notified. If the signer's identity verification check resulted in a failure, the event message includes the specific error codes indicating why it was unsuccessful.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Polling Interval
- Warning_text
- Status
- Return only envelopes I created?
- Add certificate of completion?
- Include documents?
- Include recipients?
- Include custom fields?
- Download form data?
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- New Workspace (For IAM Plans)
Triggers when a new workspace is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SMS Opt-In
Triggers when a recipient opted in to receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Created
Triggers when a template is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Modified
Triggers when a template is modified.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Add Document to Workspace (For IAM Plans)
Uploads and adds a document to a workspace for organization and collaboration. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Add User to Workspace (For IAM Plans)
Adds a user to a workspace with specified permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List NameRequired
- Role NameRequired
- NameRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Envelope From Workspace (For IAM Plans)
Creates an envelope associated with the workspace. Envelope recipients will automatically be granted Participate access to the workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Create Workspace (For IAM Plans)
Creates a new workspace for organizing documents, participants, and agreement workflows. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Envelope IDRequired
- Document IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template ID
- Brand ID
- Email Subject
- Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Workspaces (For IAM Plans)
Searches for workspaces by name. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Cancel Maestro Workflow Instance (For IAM Plans)
Cancels a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Resume Maestro Workflow Instance (For IAM Plans)
Resumes a paused workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List Envelopes in Workspace (For IAM Plans)
Lists all envelopes created from a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - WebformRequired
- Link TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Revoke Workspace User Access (For IAM Plans)
Removes a user's access to a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Bulk List IDRequired
- TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Workspace User (For IAM Plans)
Updates a user's role or status in a workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Navigator Agreement (For IAM Plans)
Finds Navigator agreements that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Entity TypeRequired
- Activity Type
- NoteRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Update Contact
Update an existing Contact
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- BoardRequired
- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Events to MonitorRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- New Navigator Agreement (For IAM Plans)
Triggers when a new Navigator agreement is created. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Maestro Workflow Completed (For IAM Plans)
Triggers when a Maestro workflow completes. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Maestro Workflow Started (For IAM Plans)
Triggers when a Maestro workflow starts. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Identity Verification Pending
Triggers when a signer completed the identity verification process for an eIDAS-compliant Qualified Electronic Signature (QES), but the result is still pending.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - New User Added to Workspace (For IAM Plans)
Triggers when a new user is added to a workspace. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- SMS Opt-Out
Triggers when a recipient opted out of receiving SMS notifications for an envelope.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Template Deleted
Triggers when a template is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly. - Workspace Documents (For IAM Plans)
Fetches documents from a workspace for selection. Only available for Docusign IAM Plans.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan - Bulk List IDRequired
- Role NameRequired
- NameRequired
- EmailRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Bulk List IDRequired
- TemplateRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TemplateRequired
- Email Subject
- Email Blurb
- Recipient Email
- Recipient Name
- Recipient Role
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template NameRequired
- Description
- Email Subject
- Email Message
- Document
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Delete Document From Workspace (For IAM Plans)
Removes a document from a workspace permanently. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Brand ID
- Email Subject
- Email Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Find Documents in Workspace (For IAM Plans)
Lists and searches documents within a specific workspace. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Pause Maestro Workflow Instance (For IAM Plans)
Pauses a running workflow instance. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Trigger Maestro Workflow (For IAM Plans)
Triggers a Maestro workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - List Users in Workspace (For IAM Plans)
Lists all users in a workspace with their roles and permissions. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Restore Workspace User Access (For IAM Plans)
Restores a user's access to a workspace by re-adding them. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - TemplateRequired
- Render Template TabsRequired
- Email Subject
- Email Blurb
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Template IDRequired
- Template NameRequired
- Description
- Email SubjectRequired
- Email Message
- DocumentRequired
- Document Name
- Recipient Type
- Delivery Method
- Email
- Phone Number
- Name
- Role Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Envelope IDRequired
- Void ReasonRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Create Envelope with Base URL and Account ID Input
Create a Docusign envelope with essential custom fields, a document as a base64 file, template, and recipient details, using direct input fields for the base URL and account ID.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app. - Envelope IDRequired
- Include Certificate of Completion
ActionThis is an event a Zap performs.SearchFind existing data in your app- Envelope IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Find Maestro Workflow (For IAM Plans)
Finds Maestro workflows that match the search criteria. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app - Find Maestro Workflow Instance (For IAM Plans)
Finds Maestro workflow instances for a specific workflow. Only available for Docusign IAM Plans.
ActionThis is an event a Zap performs.SearchFind existing data in your app
