Here’s a step-by-step guide on how to set up a Zapier connection that logs an Activity on a Person in Copper when a DocuSign document changes to a certain status.
This connection is useful for gaining visibility to the relevant documents and the status of those documents for the People in Copper. This is may be a good alternative to our native DocuSign integration because it provide visibility on documents created in DocuSign, not just those that were created via the native integration.
To set up this connection, you will need:
- Copper CRM on Professional or Business Tier (admin access required)
- an active DocuSign account
- a Zapier account on any paid pricing tier
Ready to get started? Download this Playbook at the link below:
Comment below or post in our forum if you have any questions!