Connect RightSignature and Copper to automate any workflow
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try It - New Document Sent
Triggers when a document is sent.
Try It - Entity TypeRequired
- Activity TypeRequired
Try It- New Person
Triggers when a new Person is created in Copper.
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- New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try It - TemplateRequired
- Document NameRequired
- Email Recipients
- Sign Document in Person
- New Company
Triggers when a new Company is created in Copper.
Try It - New Opportunity
Triggers when an Opportunity is created in Copper.
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