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Capsule CRM + Signable

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.

  1. When this happens...
    SignableSignable
    Envelope Sent

    Triggers when an envelope is sent.

    TriggerInstant
  2. automatically do this!
    Capsule CRMCapsule CRM
    Create Contact

    Creates a new Person or Organisation.

    ActionWrite
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Supported triggers and actions

What does this mean?
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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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Related categories

  • CRM (Customer Relationship Management)

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About Signable

Signable is an electronic signature provider which lets you get your documents signed quickly, legally and securely using electronic signatures.

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