DocuSign + Copper Integrations

In a matter of minutes and without a single line of code, Zapier allows you to automatically send info between DocuSign and Copper.


Get started with workflows like: Update Copper opportunities when DocuSign envelopes are completed. Or check out the rest of our guided workflows. Save time with Zapier; it's free to try.

Connect DocuSign + Copper in Minutes

It's easy to connect DocuSign + Copper and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

Envelope Sent or Completed

Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.

InstantNew Activity

Triggers when a new activity is created.

InstantNew Person

Triggers when a new Person is created in Copper.

InstantNew Lead

Triggers when a Lead is created in Copper.

InstantNew Task

Triggers when a new Task is created in Copper.

New Folder

Triggers when a new folder is created.

InstantNew Company

Triggers when a new Company is created in Copper.

InstantNew Opportunity

Triggers when an Opportunity is created in Copper.

InstantNew Project

Triggers when a new Project is created in Copper.

InstantUpdated Company

Triggers when a Person's Company is changed.

How DocuSign + Copper Integrations Work

  1. Step 1: Authenticate DocuSign + Copper.
    (30 seconds)

  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    (15 seconds)

  3. Step 3: Choose a resulting action from the other app.
    (15 seconds)

  4. Step 4: Select the data you want to send from one app to the other.
    (2 minutes)

  5. That’s it! More time to work on other things.

Connect DocuSign + Copper