Integration

Connect Copper to eSignatures

When something happens in Copper, your agent does the next thing in eSignatures. Describe it in plain language and the automation is built, tested on every branch and kept running.

Copper17 triggersCopper22 actionseSignatures4 triggerseSignatures11 actions

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What do you want Copper and eSignatures to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Copper and eSignatures

Triggers and actions 21 triggers · 33 actions

Trigger
New Activity
Triggers when a new activity is created.
Trigger
New Company
Triggers when a new Company is created in Copper.
Trigger
New Lead
Triggers when a Lead is created in Copper.
Trigger
New Opportunity
Triggers when an Opportunity is created in Copper.
Trigger
New Person
Triggers when a new Person is created in Copper.
Trigger
New Project
Triggers when a new Project is created in Copper.
Trigger
New Task
Triggers when a new Task is created in Copper.
Trigger
Updated Company
Triggers when a Person's Company is changed.
Trigger
Updated Contact Type
Triggers when a Person's Contact Type is changed.
Trigger
Updated Lead
Triggers when a Lead is changed.
Trigger
Updated Lead Status
Triggers when a Lead's status is changed.
Trigger
Updated Opportunity
Triggers when an Opportunity is changed.
Trigger
Updated Opportunity Stage
Triggers when an Opportunity's stage is changed.
Trigger
Updated Opportunity Status
Triggers when an Opportunity's status is changed.
Trigger
Updated Person
Triggers when a Person is changed.
Trigger
Updated Project
Triggers when a Project is changed.
Trigger
Updated Task
Triggers when a Task is changed.
Action
Associate to Project
This Action allows you to relate an existing Project to and existing CRM object; both objects have to exist before you run this Action. This Action expects two ID's for input: the ID of the CRM record you want to relate to and the Project ID you want to relate it with. This Action was designed to be used in multi-step Zaps, where you already have a Project ID and an related record ID (e.g. a Person) from previous steps.
Action
Create Activity
Logs a new Activity on a Person, Company, Opportunity, or Lead.
Action
Create Company
Creates a new Company.
Action
Create Lead
Creates a new Lead.
Action
Create Opportunity
Creates a new Opportunity.
Action
Create Person
Creates a new Person.
Action
Create Project
Creates a new Project.
Action
Create Task
Creates a new Task.
Action
Create/Update Company
Creates or Updates a Company depending on the match criteria.
Action
Create/Update Lead
Creates or Updates a Lead depending on the match criteria.
Action
Create/Update Opportunity
Creates or Updates an Opportunity based off of a match criteria.
Action
Create/Update Person
Creates or Updates a Person depending on the match criteria.
Action
Create/Update Project
Creates or Updates a Project depending on the match criteria.
Action
Search for a Company
Searches for an existing company in Copper.
Action
Search for an Activity
Searches for an existing activity in Copper.
Action
Search for a Opportunity
Searches for an existing opportunity in Copper.
Action
Search for a Person
Searches for an existing person in Copper.
Action
Search for a Project
Searches for an existing project in Copper.
Action
Update Company
Updates a Company depending on the match criteria.
Action
Update Opportunity
Updates an Opportunity based off of a match criteria.
Action
Update Person
Updates a Person depending on the match criteria.
Action
Update Project
Updates a Project depending on the match criteria.
Trigger
Contract Signed
Triggers when a contract is signed by all signers.
Trigger
Contract Withdrawn
Fires when a sent contract is withdrawn/cancelled before signing completes. Webhook event "Contract withdrawn".
Trigger
Signer Declined Signature
Fires when a signer declines to sign the contract. Webhook event "Signer declined the signature".
Trigger
Signer Viewed Contract
Fires when a signer opens/views the contract. Webhook event "Signer viewed the contract".
Action
Add Signer
Add a new signer to an existing contract. POST /api/contracts/:id/signers (Contracts - Signers - Add).
Action
Add Template
Create a new reusable contract template. POST /api/templates (Templates - New).
Action
Create Contract
Creates a new contract.
Action
Delete Signer
Remove a signer from a contract that has not yet signed. DELETE /api/contracts/:id/signers/:signer_id (Contracts - Signers - Delete).
Action
Delete Template
Delete a contract template. DELETE /api/templates/:id (Templates - Delete).
Action
Get Contract
Retrieve a contract's current status, signer states, and metadata. GET /api/contracts/:id (Contracts - Query).
Action
Get Template
Retrieve a contract template's details. GET /api/templates/:id (Templates - Query).
Action
List Templates
List all contract templates in the account. GET /api/templates (Templates - List).
Action
Send Contract Draft
Send a previously created draft contract to its signers. POST /api/contracts/:id/send (Contracts - Send draft).
Action
Update Template
Update an existing contract template's title or settings. PUT /api/templates/:id (Templates - Update).
Action
Withdraw Contract
Withdraw (cancel) a contract that has been sent but not fully signed. POST /api/contracts/:id/withdraw (Contracts - Withdraw).

Each app on its own

The other way round: eSignatures to Copper