Capsule CRM + SignNow
Create and send SignNow documents from templates for new or updated Capsule CRM contacts
Keep your Capsule CRM contacts in sync with SignNow by automating the document creation and sending process. With this workflow, when a new or updated contact is added to Capsule CRM, a document will be generated from a template and a role-based invite will be sent using SignNow. This seamless integration ensures your documents are always up-to-date and ready for e-signature, making your business processes more efficient and organized.
Keep your Capsule CRM contacts in sync with SignNow by automating the document creation and sending process. With this workflow, when a new or updated contact is added to Capsule CRM, a document will be generated from a template and a role-based invite will be sent using SignNow. This seamless integration ensures your documents are always up-to-date and ready for e-signature, making your business processes more efficient and organized.
- 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 Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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