Connect Copper and Slack to Build Intelligent Automations
Choose a Trigger
When this happens...
New Company
New Person
New Opportunity
New Lead
New Project
New Task
Updated Company
Updated Person
Updated Opportunity
Updated Lead
Updated Project
Updated Task
Task Deleted
Person Deleted
Company Deleted
Opportunity Deleted
Project Deleted
Choose an Action
Automatically do this!
Send Message
Set Status
Send Interactive messages
Send Block/buttons/Intractive message using AI
View_open BlockKit Modal using JSON
Chat_update slack block or message using messageTs
Send a Message as a Thread
Add Reminder
Create Channel
Set Channel Topic
Send Private Channel Message
Create Private Channel
Updates any Slack user’s profile
Edit Message
Find Public channel
Get Messages from Slack
Add User on Channel
Send Direct Message
Get all Channel Members
Get User Information by Email
Get User Complete Profile Details by ID
Ready to use Copper and Slack automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Company
Triggers when a new Company is created in Copper.
New Person
Triggers when a new Person is created in Copper.
New Opportunity
Triggers when a new Opportunity is created in Copper.
New Lead
Triggers when a new Lead is created in Copper.
New Project
Triggers when a new project is created in Copper.
New Task
Triggers when a new task is created in Copper.
Do thisActions
Action is the task that follows automatically within your Copper integrations.
Create Project
Creates a new project
Create Person
Creates a new person
Update Person
Updates an existing person
Create Company
Creates a new company
Search Company
Searches an existing company in copper
Search for a Project
Searches an existing project in copper
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Step by step guides to integrate Copper and Slack
Frequently Asked Questions
To start, connect both your Copper and Slack accounts to viaSocket. Once connected, you can set up a workflow where an event in Copper triggers actions in Slack (or vice versa).
Absolutely. You can customize how Copper data is recorded in Slack. This includes choosing which data fields go into which fields of Slack, setting up custom formats, and filtering out unwanted information.
The data sync between Copper and Slack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Copper and Slack. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Copper
Copper is a Recommended for Google Workspace CRM that improves productivity and increases visibility across all your customer interactions.
Learn MoreAbout Slack
Slack is a team Communication Platform. Focused on chat, apps and working with bots.
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