When HelloSign documents are signed, update the deal in Copper and add a contact in Xero
When this happensStep 1: Signature Request Signed
Then do thisStep 2: Create/Update Opportunity
Then do thisStep 3: Create/Update Contact
What's the next best thing to closing a deal? Getting paid, of course! Use this automation to get your newest client set up in your accounting platform faster than you can say, show me the money. Every time a new HelloSign signature is received, Zapier will update the opportunity in Copper and add the new contact to Xero.
How this HelloSign-Copper-Xero integration works
- A new HelloSign document is signed
- Zapier updates the opportunity in Copper
- Zapier adds the contact to Xero
Apps involved
- HelloSign
- Copper
- Xero
