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Question

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

  • July 6, 2023
  • 1 reply
  • 19 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
Zapier Orchestrator & Solution Partner
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  • Troy TessaloneZapier Orchestrator & Solution Partner
  • Zapier Orchestrator & Solution Partner
  • July 6, 2023

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 | Platinum Zapier Solution Partner | #1 Zapier Community Contributor
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