What do you want to automate
with Docusign Developer and Copper?
Prompt, edit and deploy AI agents that connect to Docusign Developer, Copper and 2,500+ other apps in seconds.
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Popular Ways to Connect Docusign Developer with Copper#
Popular Docusign Developer and Copper Triggers#
Emit new event when an envelope's status is updated
Emit new event when a new opportunity is created in Copper
Emit new event when a person object is newly created in Copper
Popular Docusign Developer and Copper Actions#
Creates a signature request from a template See the documentation
Relates an existing project with an existing CRM object. See the documentation
Creates a new person or updates an existing one based on email address. See the documentation
Creates a new project or updates an existing one based on the project name. See the documentation
Overview of Docusign Developer#
The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.
Connect Docusign Developer#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
docusign_developer: {
type: "app",
app: "docusign_developer",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://account-d.docusign.com/oauth/userinfo`,
headers: {
Authorization: `Bearer ${this.docusign_developer.$auth.oauth_access_token}`,
},
})
},
})
Overview of Copper#
Copper CRM's API unlocks the potential to streamline customer relationship management through automation and integration. On Pipedream, this means you can leverage event-driven workflows to sync contacts, manage deals, and automate tasks. Think of it as connecting Copper's insights directly to other apps or databases, triggering events in real-time based on CRM updates or capturing fresh leads instantaneously.
Connect Copper#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
copper: {
type: "app",
app: "copper",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.prosperworks.com/developer_api/v1/account`,
headers: {
"X-PW-AccessToken": `${this.copper.$auth.api_key}`,
"X-PW-Application": `developer_api`,
"X-PW-UserEmail": `${this.copper.$auth.email}`,
"Content-Type": `application/json`,
},
})
},
})
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