Create and send SignNow documents for new or updated Capsule CRM contacts
Effortlessly manage your Capsule CRM contacts and streamline your document signing process with this automation. With this workflow, when a contact is added or updated in Capsule CRM, it will create a document from a template and send a free form invite for signing in SignNow. Save time, reduce manual tasks, and ensure a smooth experience for your clients with this seamless integration.
Effortlessly manage your Capsule CRM contacts and streamline your document signing process with this automation. With this workflow, when a contact is added or updated in Capsule CRM, it will create a document from a template and send a free form invite for signing in SignNow. Save time, reduce manual tasks, and ensure a smooth experience for your clients with this seamless integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
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