Update Docubee workflow instances when Copper persons are updated
Stay on top of your contact updates with this Copper-Docubee workflow integration. Whenever a person is updated in your Copper app, it will initiate a new workflow instance in the Docubee app, ensuring all relevant tasks and processes are set in motion immediately. Simplify your contact management and streamline your internal processes with this seamless automation.
Stay on top of your contact updates with this Copper-Docubee workflow integration. Whenever a person is updated in your Copper app, it will initiate a new workflow instance in the Docubee app, ensuring all relevant tasks and processes are set in motion immediately. Simplify your contact management and streamline your internal processes with this seamless automation.
- When this happens...Updated Person
Triggers when a Person is changed.
- automatically do this!Start a Workflow Instance
Sends data to start an OnTask Workflow Template
- Free forever for core features
- 14 day trial for premium features & apps