Dropbox Sign + Xero + Copper
When Dropbox Sign documents are signed, update the deal in Copper and add a contact in Xero
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 Dropbox Sign signature is received, Zapier will update the opportunity in Copper and add the new contact to Xero.
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 Dropbox Sign signature is received, Zapier will update the opportunity in Copper and add the new contact to Xero.
- When this happens...Signature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
- automatically do this...Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
- then do this!Create/Update Contact
Triggers when you add a new contact.
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Signature Request Declined
Triggers when a signature request is declined (requires a paid API plan for non test_mode requests).
Try ItSignature Request Signed
Triggers when a signature request is signed (requires a paid API plan for non test_mode requests).
Try ItTemplateRequired
Is Your HelloSign API Plan Paid?
Subject
Message
After Signing Redirect URL
Title
Metadata #1 Name
Metadata #1 Value
Metadata #2 Name
Metadata #2 Value
Entity TypeRequired
Activity TypeRequired
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Signature Request Sent
Triggers when a signature request is sent (requires a paid API plan for non test_mode requests).
Try ItSignature Request Viewed
Triggers when a signature request is viewed (requires a paid API plan for non test_mode requests).
Try ItApi Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
New Company
Triggers when a new Company is created in Copper.
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