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.

Capsule CRM

Docubee is an intelligent contract automation platform that allows businesses to create, manage, sign, and track digital contracts.

Docubee

Steve Wilson

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.

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

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.”

Trusted at companies large and small

This Zap works in 2 steps …

Anytime a new or updated contact is created in Capsule CRM

Start a workflow instance in Docubee

This Zap uses the following 2 apps

Capsule CRM

Docubee

Capsule CRM + Docubee