Skip to content
  • Capsule CRM logoCapsule CRM logo
  • Gmail logoGmail logo
  • Google Docs logoGoogle Docs logo
  • Capsule CRM logoCapsule CRM logo
  • Gmail logoGmail logo
  • Google Docs logoGoogle Docs logo

Capsule CRM + Gmail + Google Docs

Capsule CRM + Gmail + Google Docs

Capsule CRM + Gmail integrations

Create invoices in Google Docs and send via Gmail when new Capsule CRM opportunities are created

This Zap allows you to create an invoice (or any other document) from a Google Docs template when a new opportunity is added in Capsule CRM. The integration also finds the contact in Capsule that the opportunity relates to and then emails that contact via Gmail. You can add the Google Docs file as an attachment too, so that the entire process is automated!

  1. When this happens...
    New or Updated Opportunity
    New or Updated Opportunity
    New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
  2. automatically do this...
    Create Document From Template
    Create Document From Template
    Create Document From TemplateCreates a new doc based on an existing one and can replace any placeholder variables found in your template doc, like {{name}}, {{email}}, etc.
  3. then do this...
    Find Contact
    Find Contact
    Find ContactFinds a Person or Organisation.
  4. then do this!
    Send Email
    Send Email
    Send EmailTriggers when a new email appears in the specified mailbox.
Start free with email
Start free with email
Google Logo Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

More things you can do with these apps

Discover other triggers and actions you can use with Capsule CRM, Google Docs, and more

    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Contact
      Required
    • Name
      Required
    • Board
    • Description
    • Expected Close Date
    • Track
    • Opportunity
    • Owner
    • Tags
    • Status
    Action
    Write
    • Entity Type
      Required
    Action
    Write
    • Action
      Required
    Trigger
    Instant
    Try It
    • Action
      Required
    Trigger
    Instant
    Try It
    • Entity Type
      Required
    • Activity Type
    • Note
      Required
    Action
    Write
    • Contact
      Required
    • Pipeline
      Required
    • Name
      Required
    • Description
    • Expected Close Date
    • Actual Close Date
    • Currency
    • Duration Basis
    • Owner
    • Track
    • Tags
    Action
    Write
capsulecrm logo
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.
Related categories
Similar apps
Streak integrationsStreak integrations
Streak
CRM (Customer Relationship Management)
Insightly integrationsInsightly integrations
Insightly
CRM (Customer Relationship Management)
Zapier Forms integrationsZapier Forms integrations
Zapier Forms
App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
gmail logo
About Gmail
One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.
Related categories
Similar apps
IMAP by Zapier integrationsIMAP by Zapier integrations
IMAP by Zapier
Email, Zapier
SMTP by Zapier integrationsSMTP by Zapier integrations
SMTP by Zapier
Email, Zapier
Microsoft Office 365 integrationsMicrosoft Office 365 integrations
Microsoft Office 365
Email, Microsoft
google-docs logo
About Google Docs
Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!
Related categories
Similar apps
Formstack Documents integrationsFormstack Documents integrations
Formstack Documents
Documents
Quip integrationsQuip integrations
Quip
Documents
Zoho Writer integrationsZoho Writer integrations
Zoho Writer
Content & Files, Zoho

Related Zap Templates