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.

When this happens...
Envelope Sent
Triggers when an envelope is sent.
TriggerInstant
automatically do this!
Create Contact
Creates a new Person or Organisation.
ActionWrite

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Supported triggers and actions

Envelope Bounced
Triggers when an envelope fails to deliver to a party email address.
Trigger
Instant
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Envelope Complete
Triggers when an envelope is completely signed.
Trigger
Instant
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Envelope Opened
Triggers when an envelope is opened by a party.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Template Created
Triggers when a new template is created.
Trigger
Instant
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Widget Signed
Triggers when a widget is signed.
Trigger
Instant
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- The title of the envelopeRequired
- The template you want to build the envelope fromRequired
- The user sending the envelope
- Do you want your envelope to automatically expire? If so in how many hours?
- Do you want to send out repeat, automatic reminders to parties? If so how many hours should left between reminders?
- Do you want to set passwords for the parties to enter before signing?
Action
Write

- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- Entity TypeRequired
- Activity Type
- NoteRequired
Action
Write
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- DescriptionRequired
- Due DateRequired
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search usingRequired
Action
Search
- Search usingRequired
Action
Search
- BoardRequired
- NameRequired
Action
Search
- Search usingRequired
- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write

Envelope Cancelled
Triggers when an envelope is cancelled.
Trigger
Instant
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Envelope Failed
Triggers when an envelope fails to send.
Trigger
Instant
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Envelope Rejected
Triggers when an envelope is rejected.
Trigger
Instant
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Envelope Signed
Triggers when an envelope is signed.
Trigger
Instant
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User Created
Triggers when a new user is created.
Trigger
Instant
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Widget Signer Verified
Triggers when a widget signer verifies their email address.
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ActionRequired
Trigger
Instant
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- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity TypeRequired
Action
Write
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write
- PipelineRequired
- NameRequired
Action
Search
- Search usingRequired
Action
Search
- Search usingRequired
- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search usingRequired
- TypeRequired
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Tags
Action
Search or write

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.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

About Signable

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

Related categories

Signatures

Capsule CRM + Signable

Create Capsule CRM contacts from newly sent Signable envelopes

Envelope Bounced

Envelope Complete

Envelope Opened

Envelope Sent

Template Created

Widget Signed

Send an Envelope Using a Template

New or Updated Opportunity

New or Updated Task

Add Note to Entity

Create Opportunity

Create Task

Update Contact

Find Project

Find Opportunity

Find Stage

Find or Create Opportunity

Envelope Cancelled

Envelope Failed

Envelope Rejected

Envelope Signed

User Created

Widget Signer Verified

New or Updated Project

New or Updated Contact

Create Project

Add Tag to Entity

Create Contact

API Request (Beta)

Update Opportunity

Find Milestone

Find Contact

Find or Create Project

Find or Create Contact

About Capsule CRM

Related categories

Similar apps

Streak

Insightly

Zapier Interfaces

About Signable

Related categories