Create new SignWell documents from templates for newly added Copper persons
Effortlessly streamline your client onboarding process with this Copper and SignWell integration. When a new person is added in Copper, a document is created from a template in SignWell, allowing for a more efficient and seamless experience. This workflow saves time and reduces manual tasks, ensuring important documents are prepared quickly, and your clients receive the professional service they deserve.
Effortlessly streamline your client onboarding process with this Copper and SignWell integration. When a new person is added in Copper, a document is created from a template in SignWell, allowing for a more efficient and seamless experience. This workflow saves time and reduces manual tasks, ensuring important documents are prepared quickly, and your clients receive the professional service they deserve.
- When this happens...New Person
Triggers when a new Person is created in Copper.
- automatically do this!Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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