Copper + RightSignature
Manage new RightSignature documents by updating persons in Copper
Stay organized and efficient with this automation that activates whenever you complete a new document in RightSignature. Instantly, it updates or creates a new person in Copper, your CRM tool, saving you the hassle of manually transferring the data yourself. This streamlined process preserves your valuable time for other important tasks, ensuring every document completion in RightSignature is reflected accurately in your Copper contacts.
Stay organized and efficient with this automation that activates whenever you complete a new document in RightSignature. Instantly, it updates or creates a new person in Copper, your CRM tool, saving you the hassle of manually transferring the data yourself. This streamlined process preserves your valuable time for other important tasks, ensuring every document completion in RightSignature is reflected accurately in your Copper contacts.
- When this happens...New Document Completed
Triggers when a document is completed, typically when all parties have signed.
- automatically do this!Create/Update Person
Creates or Updates a Person depending on the match criteria.
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New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItEntity TypeRequired
Activity TypeRequired
Try ItNew Person
Triggers when a new Person is created in Copper.
Try It
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
New Company
Triggers when a new Company is created in Copper.
Try ItNew Opportunity
Triggers when an Opportunity is created in Copper.
Try It
