Copper + SignWell
Update Copper opportunities when SignWell documents are viewed
Someone viewed your contract, but now you have to go into your CRM and manually update the opportunity. Use this integration to automatically update opportunities in Copper whenever a document is viewed in SignWell and stop wasting your time with tedious tasks.
Someone viewed your contract, but now you have to go into your CRM and manually update the opportunity. Use this integration to automatically update opportunities in Copper whenever a document is viewed in SignWell and stop wasting your time with tedious tasks.
- When this happens...Document Viewed
Triggers when a signer view a document for the first time.
- automatically 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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About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
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SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.