Copper + SignNow Integration | Streamline Sales with E-Signatures

Explore Triggers and Actions

New Opportunity (Instant)

Trigger new event when a new opportunity is created in Copper

New Lead (Instant)

Trigger new event when a new lead is created in Copper

New Person (Instant)

Trigger new event when a person object is newly created in Copper

Create Document From Template

Creates a new document copy out of a template.

Prefill Text Fields

Adds values to fields that the signers can later edit when they receive the document for signature.

Send Field Invite

Creates and sends a field invite to sign a document.

Upload Document With Tags

Uploads a file that contains SignNow text tags.

How it works

Add your support channel as a trigger

Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.

Connect your apps

Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.

Connect it to your tools

Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

What can Ayudo do with Copper and Signnow?

The Copper and SignNow integration empowers your sales team to send, sign, and manage contracts directly within Copper. Automate document workflows, reduce manual data entry, and close deals faster by combining Copper’s CRM capabilities with SignNow’s secure electronic signature platform.

Frequently asked questions

How does the Copper and SignNow integration improve my sales process?

By integrating SignNow with Copper, you can send contracts and agreements for e-signature without leaving your CRM. This streamlines the sales workflow, reduces delays, and ensures all signed documents are automatically stored in the relevant Copper contact or deal record.

Is it secure to send documents for signature through this integration?

Yes, SignNow uses industry-leading encryption and compliance standards to ensure your documents and signatures are secure and legally binding.

Can I track the status of sent documents within Copper?

Absolutely. The integration allows you to monitor the status of each document—whether it’s sent, viewed, or signed—directly from your Copper dashboard.

Do I need technical skills to set up the Copper and SignNow integration?

No technical expertise is required. The integration is easy to set up with step-by-step instructions, enabling your team to start sending documents for signature quickly.

Does this integration support mobile devices?

Yes, both Copper and SignNow are optimized for mobile use, allowing you and your clients to review and sign documents anytime, anywhere.

Copper and Signnow Integration

Explore Triggers and Actions

How it works

Popular App Usecases

What can Ayudo do with Copper and Signnow?

Frequently asked questions

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