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SpotDraft and Copper integration + automation
SpotDraft and Copper integrations couldn’t be easier with the Tray platform’s robust SpotDraft and Copper connectors, which can connect to any service without the need for separate integration tools.
SpotDraft and Copper Connector Details
Connector TypeTray Connector
Operations
View documentationCreate contractDownload contract fileGenerate contract previewGet contract by external metadata IDGet contract download linkGet template metadataRaw HTTP request (advanced)Send contract to counterpartiesUpdate contract data
Copper
Learn moreUsesSales, Marketing
CategoryCustomer Relationship Management (CRM)
Triggers
Webhook (advanced)
Connector TypeTray Connector
Operations
View documentationUpdate opportunityList lead statusesList usersOpportunity exists?Person exists?Project exists?Search activites (company wide)Search opportunitiesSearch peopleSearch related itemsTask exists?Update companyand 41 more...
Using the Tray Platform, we not only save hours of manual work by reducing manual entry, but we’re also scaling onboarding and employee account provisioning with automation.
