Capsule CRM + Docusign
Mark Capsule CRM opportunities as won from newly completed DocuSign envelopes
Set up this Zap to automatically update the corresponding Capsule CRM opportunity to won once a new DocuSign envelope is completed. This keeps your prospect data effortlessly up to date.
Set up this Zap to automatically update the corresponding Capsule CRM opportunity to won once a new DocuSign envelope is completed. This keeps your prospect data effortlessly up to date.
- When this happens...Envelope Status Updated
Triggers when an envelope is sent, completed, signed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Some data may be unavailable if you do not have full access to the envelope.
- automatically do this...Find Contact
Finds a Person or Organisation.
- then do this...Find Opportunity
Finds a Opportunity.
- then do this...
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
- then do this!Add Note to Entity
Adds a Note to an Entity.
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