Capsule CRM + BoldSign Integration
Connect Capsule CRM to BoldSign in 1 click
Free forever.Use premium features free for 14 days.1.
Person is created in Capsule CRM Instant- Person is updated in Capsule CRM Instant
- Task is created in Capsule CRM Instant
- Task is updated in Capsule CRM Instant
- Opportunity is created in Capsule CRM Instant
- Opportunity is updated in Capsule CRM Instant
- Case is created in Capsule CRM Instant
- Case is updated in Capsule CRM Instant
- Organisation is created in Capsule CRM Instant
- Organisation is updated in Capsule CRM Instant
Document is sent in BoldSign Instant- Document is signed in BoldSign Instant
- Document is completed in BoldSign Instant
- Draft document is created in BoldSign Instant
- Document is declined in BoldSign Instant
- Reminder is sent in BoldSign Instant
- Document is revoked in BoldSign Instant
- Template draft is created in BoldSign Instant
- Document template is created in BoldSign Instant
- Document is reassigned in BoldSign Instant
- Document authentication is failed in BoldSign Instant
- Template send is failed in BoldSign Instant
- Document is edited in BoldSign Instant
- Sender identity is created in BoldSign Instant
- Sender identity is denied in BoldSign Instant
- Sender identity is updated in BoldSign Instant
- Sender identity is deleted in BoldSign Instant
- Sender identity is verified in BoldSign Instant
- Sender identity is revoked in BoldSign Instant
- Document is viewed in BoldSign Instant
2.
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Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Elementor Forms form submission
Create Capsule CRM opportunity for new Elementor Forms form submission
Create Capsule CRM person from new Shopify customer
Create Capsule CRM person for new WPForms form submission
Create Capsule CRM person for new Wave customer
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
Create Capsule CRM person for new Bit Form response
Send Phaxio fax for new Capsule CRM opportunity
Create Capsule CRM person for new GroovePages response
Create Capsule CRM person for new HappyForms form submission
Create Capsule CRM person for new Elite Funnels form submission
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Capsule CRM
Capsule is a revolutionary sales CRM that helps you manage your contacts, pipeline and activities. The easy to use interface allows you to keep track of all your interactions with customers in one convenient place.
BoldSign
BoldSign is an intuitive, secure e‑signature platform offering legally binding signatures, audit trails, branding, bulk sends, ID verification, mobile-friendly workflows, and scalable API integrations
