Create FileInvite contact persons from new Capsule CRM persons

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

  1. A new Capsule CRM person is created
  2. Zapier creates a new FileInvite Contact Person

Apps involved

  • Capsule CRM
  • FileInvite
Create FileInvite contact persons from new Capsule CRM persons
Capsule CRM integration logo

Capsule CRM is a hosted CRM for keeping tack of your clients and prospects online. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule CRM.

FileInvite integration logo

FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.

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