Integrate Copper CRM with DocuSign

Appy Pie Connect allows you to automate multiple workflows between Copper CRM and DocuSign

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  • Lightning Fast Setup
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About Copper CRM

Automate your Business Sales Process for the best result. Connect your Lead Sources easily. Send automated welcome email or sms to lead and notify your team members.

About DocuSign

Docusign is cloud-based eSignature software with the most accurate and secure way to sign and send documents for business, legal, and medical use. Docusign is also used as a powerful workflow tool for eContracts, and e-invoicing.

DocuSign Integrations
DocuSign Alternatives

Looking for the DocuSign Alternatives? Here is the list of top DocuSign Alternatives

  • DocSend Integration DocSend
  • Hellosign Integration Hellosign
  • RightSignature Integration RightSignature
  • SignRequest Integration SignRequest
  • PandaDoc Integration PandaDoc
  • SignNow Integration SignNow

Best Copper CRM and DocuSign Integrations

  • Copper CRM Integration DocuSign Integration

    Copper CRM + DocuSign

    Send Envelope in DocuSign when New Company is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    DocuSign Integration Send Envelope
  • Copper CRM Integration DocuSign Integration

    Copper CRM + DocuSign

    Create Signature Request to DocuSign from New Company in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Company
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Copper CRM Integration DocuSign Integration

    Copper CRM + DocuSign

    Send Envelope in DocuSign when Updated Company is added to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    DocuSign Integration Send Envelope
  • Copper CRM Integration DocuSign Integration

    Copper CRM + DocuSign

    Create Signature Request from DocuSign from Updated Company to Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration Updated Company
     
    Then do this...
    DocuSign Integration Create Signature Request
  • Copper CRM Integration DocuSign Integration

    Copper CRM + DocuSign

    Send Envelope in DocuSign when New Opportunity is created in Copper CRM Read More...
    Close
    When this happens...
    Copper CRM Integration New Opportunity
     
    Then do this...
    DocuSign Integration Send Envelope
  • Copper CRM Integration {{item.actionAppName}} Integration

    Copper CRM + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect Copper CRM + DocuSign in easier way

It's easy to connect Copper CRM + DocuSign without coding knowledge. Start creating your own business flow.

    Triggers
  • New Company

    Triggers when a new company is created.

  • New Opportunity

    Triggers when a new opportunity is created.

  • New Person

    Triggers when a new person is created.

  • New Project

    Triggers when a new project is created.

  • New Task

    Triggers when a new task is created.

  • Updated Company

    Triggers when a existing company is updated.

  • Updated Opportunity

    Triggers when a existing opportunity is updated.

  • Updated Person

    Triggers when a existing person is updated.

  • Updated Project

    Triggers when a existing project is updated.

  • Updated Task

    Triggers when an existing task is updated.

  • New Update Envelope

    Trigger when a status of the envelope changed.

    Actions
  • Associate to Project

    Relate an existing project to a Copper CRM object.

  • Create Activity

    Logs a new Activity on a Person, Company, Opportunity, or Lead.

  • Create Company

    Creates a new company.

  • Create Opportunity

    Creates a new Opportunity.

  • Create Person

    Creates a Person

  • Create Project

    Creates a new project.

  • Create Task

    Creates a task.

  • Create Update Company

    Creates or Updates a company based on matching criteria.

  • Create Update Opportunity

    Creates or updates an opportunity depending on matching criteria.

  • Create Update Person

    Creates or Updates person depending on match criteria.

  • Create Update Project

    Creates or Updates Project depending on match criteria.

  • Update Company

    Updates a company depending on the matching criteria.

  • Update Opportunity

    Updates an opportunity depending on the match criteria.

  • Update Person

    Updates a person depending on the match criteria.

  • Update Project

    Updates a project depending on the match criteria.

  • Create Signature Request

    Create Signature Request

  • Send Envelope

    Send Envelope

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Copper CRM & DocuSign Integrations Work

  1. Step 1: Choose Copper CRM as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick DocuSign as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Copper CRM to DocuSign.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.