Capsule CRM + Paperless Forms
Add notes in Capsule CRM entities for new Paperless Forms entries
Effortlessly update your Capsule CRM records with this Paperless Forms to Capsule CRM workflow. Whenever a new entry is submitted in the Paperless Forms app, this automation will add a note to the corresponding entity in Capsule CRM. Stay organized and save time by streamlining the process of updating your customers and contacts information.
Effortlessly update your Capsule CRM records with this Paperless Forms to Capsule CRM workflow. Whenever a new entry is submitted in the Paperless Forms app, this automation will add a note to the corresponding entity in Capsule CRM. Stay organized and save time by streamlining the process of updating your customers and contacts information.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Add Note to Entity
Adds a Note to an Entity.
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