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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.

  1. When this happens...
    Capsule CRMCapsule CRM
    New or Updated Opportunity

    Triggers when a given action is performed on an Opportunity.

    TriggerInstant
  2. automatically do this!
    DocusignDocusign
    API Request (Beta)

    This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • ContactRequired

    • NameRequired

    • Board

    • Description

    • Expected Close Date

    • Track

    • Opportunity

    • Owner

    • Tags

    • Status

    Action
    Write
    • Entity TypeRequired

    Action
    Write
    • ActionRequired

    Trigger
    Instant
    Try It
    • ActionRequired

    Trigger
    Instant
    Try It
    • Entity TypeRequired

    • NoteRequired

    Action
    Write
    • ContactRequired

    • PipelineRequired

    • NameRequired

    • Description

    • Expected Close Date

    • Actual Close Date

    • Currency

    • Duration Basis

    • Owner

    • Track

    • Tags

    Action
    Write
capsulecrm logo

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.
Learn moreHelp

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  • CRM (Customer Relationship Management)

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docusign logo

About Docusign

Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

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