Capsule CRM + Gmail + Google Docs
Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created
This Zap allows you to create an invoice (or any other document) from a Google Docs template when a new opportunity is added in Capsule CRM. The integration also finds the contact in Capsule that the opportunity relates to and then emails that contact via Gmail. You can add the Google Docs file as an attachment too, so that the entire process is automated!
This Zap allows you to create an invoice (or any other document) from a Google Docs template when a new opportunity is added in Capsule CRM. The integration also finds the contact in Capsule that the opportunity relates to and then emails that contact via Gmail. You can add the Google Docs file as an attachment too, so that the entire process is automated!
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this...Create Document From Template
Creates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
- then do this...Find Contact
Finds a Person or Organisation.
- then do this!Send Email
Triggers when a new email appears in the specified mailbox.
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