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
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Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Sends a HelloSign template out for signature request.
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Creates a new sales invoice (Accounts Receivable).
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Creates a new contact or updates a contact if a contact already exists.
Triggered when you add a new bill. (Accounts Payable)
Creates a new bill (Accounts Payable).
Triggered when you add a new sales invoice. (Accounts Receivable)
Applies a payment to an invoice.
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