Copper + eSign Genie + Looping by Zapier
Update Copper opportunities for newly sent eSign Genie documents
The quote is now sent to your client and all you need is to forward the information to your CRM. Use this integration to easily keep track of your sales process! Update your Copper opportunities automatically for newly sent eSign Genie documents.
The quote is now sent to your client and all you need is to forward the information to your CRM. Use this integration to easily keep track of your sales process! Update your Copper opportunities automatically for newly sent eSign Genie documents.
- When this happens...Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
- automatically do this...Create Loop From Line Items
Creates a new Loop from line item(s). This is an advanced action!
- then 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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Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try ItTemplateRequired
Folder Name
First NameRequired
Last NameRequired
EmailRequired
PermissionRequired
SequenceRequired
Host Email Id
Allow Name Change
Sender Email
SignIn Sequence
Send Now
In Person Enable
Fix Recipient Parties
Fix Documents
Send Success Url
Send Error Url
Sign Success Url
Sign Decline Url
Sign Later Url
Sign Error Url
Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Try ItDocument Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Try ItHelp Warning
Values to LoopRequired
Trim Whitespace
Loop iteration counter start
Maximum number of Loop iterations
