Hi… I have a capsule account with clients. I attempted to create a sign-in document which after the client completes the sign-in document. that document would be listed under the signers name in Capsule. So far I have gotten to just adding a note and not the .PDF File (Completed Document). I cannot seem to be able to add a .PDF file
Question
How do I add a PDF file to a completed sign-in document in Capsule?
This post has been closed for comments. Please create a new post if you need help or have a question about this topic.
+14- Zapier Orchestrator & Solution Partner
Hi
Good question.
You may need to use the Capsule API: https://developer.capsulecrm.com/v2/operations/Entry#uploadAttachment
Zap action: Capsule - API Request
If you need help, consider hiring a Certified Zapier Expert: https://zapier.com/experts/automation-ace
The Zappy Awards are back
We're celebrating the Zapier builders making AI transformation happen. Winners get a published story on zapier.com, a trophy, $5,000 cash, and a feature at ZapConnect. Nominate yourself or a peer by July 24th, 2026.
Log in to the Community
No account yet? Create an account
Use your Zapier credentials
Log in with ZapierEnter your E-mail address. We'll send you an e-mail with instructions to reset your password.