Capsule CRM + Paperless Forms
Create tasks in Capsule CRM for new Paperless Forms entries
Effortlessly manage tasks in Capsule CRM with this seamless Paperless Forms workflow. Whenever a new entry is created in Paperless Forms, a corresponding task will be added to Capsule CRM, streamlining your task management and organization processes. Enhance efficiency and save time by automating this essential business function.
Effortlessly manage tasks in Capsule CRM with this seamless Paperless Forms workflow. Whenever a new entry is created in Paperless Forms, a corresponding task will be added to Capsule CRM, streamlining your task management and organization processes. Enhance efficiency and save time by automating this essential business function.
- When this happens...New Entry (Rest)
Triggers when a new entry is submitted.
- automatically do this!Create Task
Creates a new Task.
- Free forever for core features
- 14 day trial for premium features & apps
About Capsule CRM
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.
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CRM (Customer Relationship Management)About Paperless Forms
Paperless Forms allows you to easily create and send custom forms on any device.
