DocuSign + Copper Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect DocuSign and Copper, with as many as 38 possible integrations. Are you ready to find your productivity superpowers?
Update Copper opportunities when DocuSign envelopes are completed
Someone signed your contract, that's great! But now you have to go into your CRM and manually update the opportunity, what a pain. Use this integration to automatically update opportunities in Copper whenever an envelope is signed in DocuSign and stop wasting your time with mind-numbing tasks.
It's easy to connect DocuSign + Copper and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when an envelope is sent or completed. NOTE: This trigger only checks for new envelopes every 15 minutes.
Updates a Person depending on the match criteria.
Triggers when a new folder is created.
Creates or Updates a Lead depending on the match criteria.
Triggers when an Opportunity's status is changed.
Creates a new Person.
Triggers when an Opportunity's stage is changed.
Creates a new Lead.
Triggers when a Lead is created in Copper.
Creates a new Task.
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