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Popular Copper workflows & automations
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Log new Copper leads to Google Sheetsby
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Create Copper lead from Typeform responseby
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Create Copper person when a new contact is added to Google Contactsby
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Create Google Calendar event when Copper opportunity close date approachesby
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Create Copper lead when a new GitHub issue is openedby
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Create Copper lead when a new row is added to Google Sheetsby
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Create Copper task when a new event is added to Google Calendarby
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Create GitHub issues for new Copper leadsby
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Create your own Copper workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
11 triggers, queries, and actions
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new lead is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new person (contact) is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new opportunity (deal) is created in your Copper account.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new lead is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new person (contact) is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when a new opportunity (deal) is created in your Copper account.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every hour on Free, every 15 minutes on Starter, and every 5 minutes on Pro and Pro+.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
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How to connect to a Copper automation
Find an Applet using Copper and Email
Find an automation to connect to, or create your own!Connect IFTTT to your accounts
Securely connect the Applet services to your respective accounts.Finalize and customize your Applet
Review trigger and action settings, and click connect. Simple as that!More credits, more Copper Applets
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About Copper
Copper is a customer relationship management platform built for service businesses that run on relationships. It brings contacts, sales pipelines, project delivery, email, tasks, and reporting into one place so teams stop switching between tools, and it works natively inside Google Workspace, living alongside Gmail, Calendar, and Drive. Visit copper.com.