Capsule CRM + Docusign
Create DocuSign api requests for new or updated Capsule CRM opportunities
Stay on top of your sales pipeline by automating your CRM and document signing processes. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, an API request is sent in DocuSign, helping you efficiently manage deals and reduce manual tasks. Seamlessly connect Capsule CRM and DocuSign, ensuring a streamlined sales process and improved productivity.
Stay on top of your sales pipeline by automating your CRM and document signing processes. With this workflow, whenever a new or updated opportunity occurs in Capsule CRM, an API request is sent in DocuSign, helping you efficiently manage deals and reduce manual tasks. Seamlessly connect Capsule CRM and DocuSign, ensuring a streamlined sales process and improved productivity.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!API Request (Beta)
This is an advanced action which makes a raw HTTP request that includes this integration's authentication.
- Free forever for core features
- 14 day trial for premium features & apps
