You don't need to update your FileInvite contacts every time you add a new person in Capsule CRM. Once this Zapier template is set up, every new person in Capsule CRM will be added as a new contact person in FileInvite. That way, you can easily send file requests to your contacts whenever you need.
Note: This Zapier integration doesn't import already existing person entries from Capsule CRM.
How this Capsule CRM-FileInvite integration works
- A new Capsule CRM person is created
- Zapier creates a new FileInvite Contact Person
- Capsule CRM
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Triggers when a given action is performed on a Contact.
Creates a new Case.
Triggers when a given action is performed on an Opportunity.
Creates a new Person / Organisation.
Triggers when a given action is performed on a Case.
Creates a new Opportunity.
Triggers when a new FileInvite is created/sent.
Creates a new invite for an existing person.
Triggers when a new person is created.
Creates a new person.