Capsule CRM + iubenda
Create iubenda consents for new or updated Capsule CRM opportunities
Stay on top of new or updated opportunities in your Capsule CRM by instantly creating consent records in iubenda. With this automation, every time an opportunity is added or updated in Capsule CRM, the workflow will create a new consent record in iubenda, ensuring that your compliance documentation remains up-to-date. Save time, reduce manual work, and maintain an organized consent management process.
Stay on top of new or updated opportunities in your Capsule CRM by instantly creating consent records in iubenda. With this automation, every time an opportunity is added or updated in Capsule CRM, the workflow will create a new consent record in iubenda, ensuring that your compliance documentation remains up-to-date. Save time, reduce manual work, and maintain an organized consent management process.
- When this happens...New or Updated Opportunity
Triggers when a given action is performed on an Opportunity.
- automatically do this!Create a New Consent
This action will create a new consent in the iubenda Consent Solution. The new consent automatically creates a new subject, available in the relative section of the dashboard. Each consent action contains all the information necessary to uniquely identify that specific consent, the subject who performed it, the preferences expressed with that consent, the legal notices the user has accepted, the proof (e.g. the form the user was presented with). If you're trying to edit the preferences of an existing subject, use the "Update a subject" action instead.
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