Create integrations between RightSignature and Copper to automate any workflow
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
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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