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.
- When this happens...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.
- automatically do this...Search for a Person
Searches for an existing person in Copper.
- then do this!Update Opportunity
Updates an Opportunity based off of a match criteria.
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