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Copper + Docusign

Update Copper opportunities when DocuSign envelopes are completed

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.

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.

  1. When this happens...
    DocusignDocusign
    Envelope Status Updated

    Triggers when an envelope is sent, completed, voided, or declined. When this step triggers, Zapier will temporarily store documents in your envelope for processing and replaying in later Zap steps and data associated with the selected envelope. Zapier will only fetch data and documents for envelope types that have been selected.

    TriggerScheduled
  2. automatically do this...
    CopperCopper
    Search for a Person

    Searches for an existing person in Copper.

    ActionSearch
  3. then do this!
    CopperCopper
    Update Opportunity

    Updates an Opportunity based off of a match criteria.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template ID

    • Brand ID

    • Email Subject

    • Email Body

    Action
    Write
    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
  • Copper triggers, actions, and search

    New Company

    Triggers when a new Company is created in Copper.

    Trigger
    Instant
    Try It
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About Copper

Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.

Related categories

  • CRM (Customer Relationship Management)

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docusign logo

About Docusign

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

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