Formstack Documents + Capsule CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between Formstack Documents and Capsule CRM.


Get started with workflows like: Populate documents from new opportunities in Capsule CRM with WebMerge. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect Formstack Documents + Capsule CRM in Minutes

It's easy to connect Formstack Documents + Capsule CRM and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantNew Merged Document

Triggers when a merged/populated document is created.

InstantNew or Updated Opportunity

Triggers when a given action is performed on an Opportunity.

InstantNew or Updated Task

Triggers when a given action is performed on a Task.

InstantNew or Updated Case

Triggers when a given action is performed on a Case.

InstantNew or Updated Contact

Triggers when a given action is performed on a Contact.

How Formstack Documents + Capsule CRM Integrations Work

  1. Step 1: Authenticate Formstack Documents + Capsule CRM.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect Formstack Documents + Capsule CRM