When a specific new task is detected in Copper, extract the text and create an envelope in DocuSign

■Overview

Are you finding it challenging to manage tasks in Copper and create documents in DocuSign due to the manual work required in each app? Manually copying and pasting detailed task information is not only time-consuming but also prone to errors. This workflow seamlessly connects Copper and DocuSign, automating envelope creation when a specific task is created and helping streamline these routine processes.

■Who This Template Is For

• Teams handling contracts with Copper and DocuSign who want to reduce the effort involved in manually transferring information
• Sales professionals who use Copper for sales activities and want to automate the contract creation process
• Legal and administrative teams looking to improve contract management efficiency and reduce human error

■Benefits of Using This Template

• Automatically create a DocuSign envelope when a task is created in Copper, reducing the time spent manually transferring information
• Eliminate manual data entry to prevent human errors such as incorrect input and missed copy-and-paste steps, improving operational accuracy

■Flowbot Steps

1. First, connect Copper and DocuSign with Yoom
2. Next, select Copper as the trigger and set the action to “When a new task is created”
3. Then, set the Copper “Retrieve task details” action as an operation to retrieve information about the task detected by the trigger
4. Next, configure the branching function as an operation so that subsequent steps run only when specific conditions are met
5. Then, configure the AI function as an operation to extract the text required to create the contract from the task information
6. Finally, set the DocuSign “Create an envelope” action as an operation to create an envelope based on the extracted information

※“Trigger”: An action that starts the flow. “Operation”: An action that processes information within the flow after the trigger starts.

■Customization Options

• When configuring the branching function, set any conditions required to proceed with envelope creation, such as checking whether the task name contains specific keywords
• For the DocuSign envelope creation action, set the account ID to the account you want to use

■Important Notes

• ‍‍Connect both Copper and DocuSign with Yoom.
• Branching is an operation available on the Mini plan and above. On the Free plan, configured Flowbot operations will result in an error.
• Paid plans, including the Mini plan, come with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise subject to plan restrictions.