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!
- When this happens...New or Updated OpportunityTriggers when a given action is performed on an Opportunity.
- automatically do this...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.
- then do this...Find ContactFinds a Person or Organisation.
- then do this!Send EmailTriggers when a new email appears in the specified mailbox.
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More things you can do with these apps
Discover other triggers and actions you can use with Capsule CRM, Google Docs, and more
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- ContactRequired
- NameRequired
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
ActionWrite- Entity TypeRequired
ActionWrite
- ActionRequired
Try ItTriggerInstant- ActionRequired
Try ItTriggerInstant- Entity TypeRequired
- Activity Type
- NoteRequired
ActionWrite- ContactRequired
- PipelineRequired
- NameRequired
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
ActionWrite
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
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.
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!














