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 Sent or CompletedTriggers when an envelope is sent or completed. 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.
TriggerScheduledZapier checks for new data every 15 min on the Free plan - automatically do this...
Search for a PersonSearches for an existing person in Copper.
ActionSearchFind existing data in your app - then do this!Update Opportunity
Updates an Opportunity based off of a match criteria.
ActionWriteCreate a new record or update an existing record in your app.
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Status
Triggers on both sent and completed envelopes if no option selected.
Download form data?
Should this trigger pull in form data? To work, the Sending Setting "Allow sender to download form data" must be enabled for the account in Docusign here
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planTemplate IdRequired
Email Subject
Subject line of email. Overrides template setting
Email Blurb
Email message to recipient. Overrides template setting.
Recipient Email
Recipient Name
Recipient Role
Choose role as defined on template or use a custom value
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for DocuSign are located here https://developers.docusign.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Company
Triggers when a new Company is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Opportunity
Triggers when an Opportunity is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Project
Triggers when a new Project is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Company
Triggers when a Person's Company is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Person
Triggers when a Person is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead Status
Triggers when a Lead's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Project
Triggers when a Project is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Activity TypeRequired
The type of Activity to log.
Activity DateRequired
The date and time for which the Activity should be logged.
Parent TypeRequired
The type of the Copper object on which the Activity will be logged.
Parent ObjectRequired
The Copper object on which the Activity will be logged.
Acting UserRequired
The Copper User performing the Activity.
DetailsRequired
Details about the Activity to be logged.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
If Person Already Exists
Copper enforces uniqueness of Person email addresses, i.e. more than one Person cannot have the same email address. This setting determines how the Create/Update Person Action behaves when provided with an email address that belongs to an existing Person.
When "If Person Already Exists" is set to "Skip" (its default value), attempting to create a Person with an email address belonging to an existing Person will make no changes, and Copper will return the existing Person.
When "If Person Already Exists" is set to "Overwrite", attempting to create a Person with an email address belonging to an existing Person will update the existing Person with the specified attributes, and Copper will return the updated Person.
(This setting does not affect creating a Person with no email address, which is always valid, or creating a Person with email addresses belonging to multiple existing People, which is always invalid.).
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
Assignee
The Copper User to whom the Deal will be assigned.
Status
Description
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Task will be assigned.
Due Date
The due date of the Task.
Reminder Date
The date and time at which to be reminded about the Task.
Description
Priority
The priority of the Task.
Tags
A comma-separated list of tags for the Task.
Related Entity Type
The type of the Copper object on which the Task will be related to.
Related Entity Object
The Copper object on which the Task will be related to.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
API docs for Copper are located here https://developer.copper.com/
HTTP MethodRequired
URLRequired
Requests can only be made to domains associated by this application.
Query String Parameters
These params will be URL-encoded and appended to the URL when making the request.
Headers
Authentication headers are included automatically
Additional Request Headers
Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
Body
Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example,
{"foo": "bar"}is perfectly valid.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Primary ContactRequired
The ID or e-mail address of the Copper Person who will be the primary contact for this Opportunity.
Assignee
The Copper User to whom the Deal will be assigned.
Status
Description
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Monetary Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
New Folder
Triggers when a new folder is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planOwner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Entity TypeRequired
Activity TypeRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Person
Triggers when a new Person is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Lead
Triggers when a Lead is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Task
Triggers when a new Task is created in Copper.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Contact Type
Triggers when a Person's Contact Type is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity
Triggers when an Opportunity is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Lead
Triggers when a Lead is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Updated Task
Triggers when a Task is changed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Source TypeRequired
Project IdRequired
Source IdRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
The Copper User to whom the Company will be assigned.
E-Mail Domain
The domain of the company's email addresses, e.g. "google.com" or "prosperworks.com".
Contact Type
The contact type of the Company.
Description
Phone Number
Social Profiles
The URLs of the Company's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Company.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-Mail
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Opportunity IDRequired
Name
Primary Contact
Insert the ID of the primary contact for this Opportunity. To get the ID, please create another action before this step: Copper - Create/Update Person and update the name field. Here is our guide.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
The ID of the Copper Person who will be the primary contact for this Opportunity. To get this, you probably need to add a Create/Update Person step before this in your Zap. That will generate the ID you need to map in this field.
Description
Assignee
The Copper User to whom the Deal will be assigned.
Status
Pipeline
The Pipeline in which this Opportunity should be placed.
Stage
The stage of the Pipeline in which the Opportunity belongs.
Close Date
The expected date for closing the Opportunity.
Value
The monetary value of the Opportunity.
Currency
The expected monetary unit of the Opportunity.
Priority
The priority of the Opportunity.
Win Probability
The expected probability of winning the Opportunity. Must be an integer from 0-100.
Source
The Customer Source of the Opportunity.
Tags
A comma-separated list of tags for the Opportunity.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Assignee
Details
Status
Tags
A comma-separated list of tags for the Project.
Replace or Append to Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Owner
Determines which App Extensions will appear in the dropdown below.
App ExtensionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Match by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appMatch by TypeRequired
Activity TypeRequired
The type of Activity to log.
Activity DateRequired
The date and time for which the Activity should be logged.
Parent TypeRequired
The type of the Copper object on which the Activity will be logged.
Parent ObjectRequired
The Copper object on which the Activity will be logged.
Acting UserRequired
The Copper User performing the Activity.
DetailsRequired
Details about the Activity to be logged.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
The Person's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix, or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name, and/or Last Name.
Name Prefix
Name prefixes such as "Mr.", "Mrs.", "Dr.", etc.
First Name
Middle Name
Last Name
Name Suffix
Name suffixes such as "Jr.", "Sr.", etc.
E-MailRequired
Assignee
The Copper User to whom this Person will be assigned.
Title
Company
The name of the Company to which this Person belongs.
Contact Type
The contact type of the Person.
Description
Phone Number
Social Profiles
The URLs of the Person's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Person.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundMatch by TypeRequired
Full Name
The Lead's full name.
If you fill out this field, do not fill out First Name, Middle Name, Last Name, Name Prefix or Name Suffix.
If you do not fill out this field, you must fill out First Name, Middle Name and/or Last Name.
First Name
Middle Name
Last Name
Name Prefix
E.g. "Mr.", "Mrs.", "Dr.".
Name Suffix
E.g. "Jr.", "Sr.".
E-Mail
Assignee
The Copper User to whom the Lead will be assigned.
Status
Company
The name of the Company this Lead belongs to.
Title
Description
Monetary Value
The expected monetary value of the Lead.
Currency
The expected monetary unit of the Lead.
Customer Source
The Customer Source of the Lead.
Phone Number
Social Profiles
The URLs of the Lead's social profiles. Multiple URLs must be comma-separated.
Website
Street
City
State
Zip Code
Country
Tags
A comma-separated list of tags for the Lead.
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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