When this happens...
Capsule CRMNew Person
Then do this...
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 Person

Triggers when a new person is added.

Create Task

Add a new task

New Task

Triggers when a new open task is added.

Create Organization

Create a new organization.

New Organization

Triggers when a new organization is added.

Create Person

Create a new person.

New Opportunity

Triggers when a new opportunity is added.

Create Tag on Party

Add a new tag on a specific party (person or organization)

New Invite

Triggers when a new FileInvite is created/sent.

Create Case

Create a new case.

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Become a Zapier Integration Partner

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