Capsule CRM + Signaturit

Capsule CRM + Signaturit integrations

Create signature requests from templates in Signaturit for new or updated contacts in Capsule CRM

Effortlessly streamline your document signing process with this Capsule CRM and Signaturit automation. Whenever a new or updated contact is added in Capsule CRM, a signature request will be created from a template in Signaturit, ensuring a seamless and efficient method of sending essential documents for signing. Simplify your workflow and save time on manual tasks with this powerful integration.

When this happens...
New or Updated ContactTriggers when a given action is performed on a Person or Organisation.
TriggerInstant
automatically do this!
Create Signature Request From TemplateCreate a signature request from a template.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Capsule CRM and Signaturit

Discover other triggers and actions you can use with Capsule CRM and Signaturit

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Signature
  Required
Action
Write
- Files
  Required
- Delivery Type
  Required
- Number of signer
  Required
- Cc
- Subject
- Events URL
- Data
Action
Write
- Signature
  Required
Action
Write

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
New Signed Document
Triggers when a document has been signed.
Trigger
Instant
Try It
- Events URL
- Emails
  Required
- Subject
  Required
- Body
  Required
- Data
Action
Write
- Templates
  Required
- Delivery Type
  Required
- Number of signer
  Required
- Cc
- Subject
- Body
- Data
Action
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 moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Streak

CRM (Customer Relationship Management)

Insightly

CRM (Customer Relationship Management)

Zapier Forms

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Signaturit

Signaturit allows to send and sign documents online with legally binding electronic signatures.

HelpHelp

Related categories

Signatures

Related Zap Templates

Create signature requests in Signaturit for new or updated opportunities in Capsule CRM

Related Zap Templates

Create signature requests in Signaturit for new or updated opportunities in Capsule CRM