Create Capsule CRM contacts from newly sent Signable envelopes
Keep your CRM system up-to-date when you send new documents with Signable by adding the party details as Capsule CRM contacts.
Keep your CRM system up-to-date when you send new documents with Signable by adding the party details as Capsule CRM contacts.
- When this happens...Envelope Sent
Triggers when an envelope is sent.
- automatically do this!Create Contact
Creates a new Person or Organisation.
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