This Zap template has not been reviewed by Zapier staff.
When this happens...
FileInviteCreate Person

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

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Capsule CRM + FileInvite and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New or Updated Contact

Triggers when a given action is performed on a Contact.

Create Case

Creates a new Case.

New or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

Create Contact

Creates a new Person / Organisation.

New or Updated Case

Triggers when a given action is performed on a Case.

Create Opportunity

Creates a new Opportunity.

New Invite

Triggers when a new FileInvite is created/sent.

Create Invite

Creates a new invite for an existing person.

New Person

Triggers when a new person is created.

Create Person

Creates a new person.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

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.

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

See FileInvite Integrations