Create folders from templates in Foxit eSign for new Copper leads
Stay organized and efficient with this Copper and Foxit eSign integration. When a new lead is added in Copper, this workflow automatically creates a folder from a template in Foxit eSign. Save time, streamline your document management, and focus on providing outstanding service to your prospects.
Stay organized and efficient with this Copper and Foxit eSign integration. When a new lead is added in Copper, this workflow automatically creates a folder from a template in Foxit eSign. Save time, streamline your document management, and focus on providing outstanding service to your prospects.
- When this happens...New Lead
Triggers when a Lead is created in Copper.
- automatically do this!Create Folder From Template
Create a Folder from Template.
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