Copper
When this happens...
DocuSignEnvelope Sent or Completed
Then do this...
CopperUpdate Opportunity

Someone signed your contract, that's great! But now you have to go into your CRM and manually update the opportunity, what a pain. Use this integration to automatically update opportunities in Copper whenever an envelope is signed in DocuSign and stop wasting your time with mind-numbing tasks.

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It's easy to connect Copper + DocuSign and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Updated Opportunity Status

Triggers when an Opportunity's status is changed.

Create Lead

Creates a new Lead.

Updated Opportunity Stage

Triggers when an Opportunity's stage is changed.

Update Person

Updates a Person depending on the match criteria.

New Lead

Triggers when a Lead is created in Copper.

Create/Update Lead

Creates or Updates a Lead depending on the match criteria.

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

Create Person

Creates a new Person.

New Folder

Triggers when a new folder is created.

Create Task

Creates a new Task.

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Docusign is an electronic signature technology and digital transaction management service for facilitating electronic exchanges of signed documents.

See DocuSign Integrations