Capsule CRM + SignWell
Create SignWell documents from new or updated Capsule CRM opportunities
Effortlessly manage your business deals with this simple workflow between Capsule CRM and SignWell. Whenever a new or updated opportunity occurs in Capsule CRM, a document will be created from a template in SignWell, saving you time and ensuring a seamless process. Stay organized and efficient while handling valuable opportunities in your CRM.
Effortlessly manage your business deals with this simple workflow between Capsule CRM and SignWell. Whenever a new or updated opportunity occurs in Capsule CRM, a document will be created from a template in SignWell, saving you time and ensuring a seamless process. Stay organized and efficient while handling valuable opportunities in your CRM.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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