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When HelloSign documents are signed, update the deal in Copper and add a contact in Xero

  1. When this happensStep 1: Signature Request Signed

  2. Then do thisStep 2: Create/Update Opportunity

  3. 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

  1. A new HelloSign document is signed
  2. Zapier updates the opportunity in Copper
  3. Zapier adds the contact to Xero

Apps involved

  • HelloSign
  • Copper
  • Xero
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Connect HelloSign + Xero in Minutes

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

All Triggers & Actions

InstantSignature Request Declined

Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).

InstantSignature Request Signed

Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).

Create/Update Contact

Creates a new contact or updates a contact if a contact already exists.

Create Bill

Creates a new bill (Accounts Payable).

Create Payment

Applies a payment to an invoice.

InstantSignature Request Sent

Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).

InstantSignature Request Viewed

Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).

Create Credit Note

Creates a new credit note for a contact.

Create Sales Invoice

Creates a new sales invoice (Accounts Receivable).

Create Purchase Order

Creates a new purchase order for a contact.

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