Capsule CRM + Gmail + Google Docs Integrations

How to connect Capsule CRM + Gmail + Google Docs

Zapier lets you send info between Capsule CRM and Gmail and Google Docs automatically—no code required. With 7,000+ supported apps, the possibilities are endless.

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Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created
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Capsule CRM + Google Docs + Gmail

Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created

Details

Try it

Capsule CRM + Google Docs + Gmail

Do even more with Capsule CRM + Gmail + Google Docs

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Capsule CRM, Gmail, and Google Docs. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write

- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Update Contact
Update an existing Contact
Action
Write

- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Scheduled
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- Label or mailbox
Trigger
Scheduled
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New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Scheduled
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- Label
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search
New Document
Triggers when a new document is added (inside any folder).
Trigger
Scheduled
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- Folder
- Document NameRequired
- Text to AppendRequired
- Append Text on New Line?
Action
Write
- FileRequired
- Specify Document Name
- Folder
Action

Capsule CRM + Gmail + Google Docs Integrations

How to connect Capsule CRM + Gmail + Google Docs

Quickly automate Capsule CRM and Gmail and Google Docs workflows with Zapier's templates

Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created

Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created

Do even more with Capsule CRM + Gmail + Google Docs

Supported triggers and actions

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Contact

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

New Label

New Email

New Starred Email

Add Label to Email

Create Draft

Create Label

Remove Label From Email

Find Email

New Document

Append Text to Document

Upload Document