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Generate and send an agreement for signature with Capsule CRM and OnTask

Anytime a new or updated contact is created in Capsule CRM, start a workflow instance in OnTask to generate an agreement from a template and send to the contact for signature.

Steve Wilsoncreated by Steve Wilson
How Zapier works (57 sec)
How Zapier works (57 sec)
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This Zap uses the following 2 apps

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  • Docubee logo

Capsule CRM + Docubee

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