SignWell + Capsule CRM Integrations

How to connect SignWell + Capsule CRM

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Supported triggers and actions

What does this mean?

Document Completed
Triggers when a document has been completed.
Trigger
Instant
Document Sent
Triggers when a document is sent.
Trigger
Instant
Document Viewed
Triggers when a signer view a document for the first time.
Trigger
Instant
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.
Action
Write
New or Updated Case
Triggers when a given action is performed on a Case.
Trigger
Instant
New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
Trigger
Instant
New or Updated Contact
Triggers when a given action is performed on a Contact.
Trigger
Instant
New or Updated Task
Triggers when a given action is performed on a Task.
Trigger
Instant
Capsule CRM
Creates a new Case.
Scheduled
Action
Capsule CRM
Adds a Note to an Entity.
Scheduled
Action
Capsule CRM
Adds a Tag to an Entity.
Scheduled
Action
Capsule CRM
Creates a new Opportunity.
Scheduled
Action
Capsule CRM
Creates a new Person / Organisation.
Scheduled
Action
Capsule CRM
Creates a new Task.
Scheduled
Action
Capsule CRM
Finds a Case.
Scheduled
Action
Capsule CRM
Finds a Milestone.
Scheduled
Action
Capsule CRM
Finds a Opportunity.
Scheduled
Action
Capsule CRM
Finds a Contact.
Scheduled
Action
Capsule CRM
Find a Case, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Opportunity, or Create if one does not exist.
Scheduled
Action
Capsule CRM
Find a Contact, or Create if one does not exist.
Scheduled
Action

How SignWell + Capsule CRM Integrations Work

Step 1: Authenticate SignWell and Capsule CRM.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect SignWell + Capsule CRM

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.

Learn more

Related categories

Signatures

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

Learn more