About Zapier Community
New to our Community? Get to know more about our space and how to make the most of your time here.

Code of Conduct Community FAQ's Zapier Common Questions What to Expect

Get Started With Zapier
New to Zapier? We have got you covered with our Zapier 101 Resources.

Zapier Essentials

Get Support
Have a question? Let's get you an answer!

How Do I...? Troubleshooting Code & Webhooks Developer Zone

Other Help Resources
Wait, there's more! Check out these Community sourced spaces for additional resources.

Zapier Help Center Hire an Expert

Zapier Products
Learn more about Zapier's new products.

Zapier Tables Zapier Interfaces

Zapier Reading
All of our best learning resources can be found here.

Featured Articles Show & Tell AI Hub Zapier Tools Hub

Learning Groups
Excited to meet other builders? Check out our interest areas full of doers, dreamers, and in-betweeners.

User Groups

Other Learning Resources
Some of our favorite additional ways to upskill your Zapier knowledge.

Zapier Learn Zapier Blog Zapier Webinars

Product Updates
Check out what is new and upcoming with Zapier with our regular product updates.

Product Updates

Early Access Program
Want to join Early Access? Learn more here.

Question

How do I add a PDF file to a completed sign-in document in Capsule?

  • 6 July 2023
  • 1 reply
  • 12 views
RESCUES ON85TH

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

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @RESCUES ON85TH 

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

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
Terms & Conditions