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.
Get started for free—14 day trial of premium features and apps.
No coding required—automate any of 1,500+ apps in minutes.
Enterprise-level security—connect mission-critical apps.
It's easy to connect Copper + DocuSign and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an Opportunity's status is changed.
Creates a new Lead.
Triggers when an Opportunity's stage is changed.
Updates a Person depending on the match criteria.
Triggers when a Lead is created in Copper.
Creates or Updates a Lead depending on the match criteria.
Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
Creates a new Person.
Triggers when a new folder is created.
Creates a new Task.