Copper + DocSend
Update opportunities in Copper for new visits in DocSend
Streamline your opportunity management with this efficient workflow. Whenever a new visit occurs in DocSend, this automation ensures corresponding opportunity details are updated in Copper, keeping your sales processes refreshingly up-to-date. It's a simple yet effective way to maintain accuracy and save time on data entry, enabling your team to focus more on sealing deals.
Streamline your opportunity management with this efficient workflow. Whenever a new visit occurs in DocSend, this automation ensures corresponding opportunity details are updated in Copper, keeping your sales processes refreshingly up-to-date. It's a simple yet effective way to maintain accuracy and save time on data entry, enabling your team to focus more on sealing deals.
- When this happens...New Visit
Triggers when you get a new visit.
- automatically do this!Update Opportunity
Updates an Opportunity based off of a match criteria.
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New Link Created
This trigger fires when you create a new link in DocSend.
Try ItNew Space Created
This trigger fires when you create a new Space in DocSend.
Try ItDocument
100% Completion
Try ItEntity TypeRequired
Activity TypeRequired
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New Signed Document
Triggers when a visitor signs any DocSend document (e.g., NDA, Agreement, or other signable document).
Try ItNew Space Download
Triggers when you get a new download event in Spaces.
Try ItVisitor Engagement Summary
Triggers when a contact engages with a link, aggregating total visit time and frequency by visitor and by link.
Try ItNew Company
Triggers when a new Company is created in Copper.
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