Capsule CRM + Signaturit
Create signature requests in Signaturit for new or updated opportunities in Capsule CRM
Effortlessly streamline your document signing process with this Capsule CRM and Signaturit integration. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a signature request from a template in Signaturit. Save time and enhance productivity by simplifying the management of sales opportunities and document signatures.
Effortlessly streamline your document signing process with this Capsule CRM and Signaturit integration. Whenever a new or updated opportunity arises in Capsule CRM, this workflow will automatically create a signature request from a template in Signaturit. Save time and enhance productivity by simplifying the management of sales opportunities and document signatures.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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