How to Log Slack Messages to Copper CRM with Power Automate

make.powerautomate.com > My flows > + New flow > Automated cloud flow

Create a new Automated cloud flow

Go to make.powerautomate.com and sign in. In the left sidebar, click 'My flows', then click '+ New flow' at the top of the page. Select 'Automated cloud flow' from the dropdown — this is the event-triggered option, which is what you need since Slack will push the message to Power Automate in real time. Give the flow a name like 'Slack to Copper — Log Customer Messages', then click 'Skip' on the trigger selection dialog so you can search manually.

1. 1Click 'My flows' in the left sidebar
2. 2Click '+ New flow' at the top right
3. 3Select 'Automated cloud flow'
4. 4Enter flow name: 'Slack to Copper — Log Customer Messages'
5. 5Click 'Skip' on the trigger picker dialog

Flow canvas > Trigger search > Slack > When a new message is posted to a channel

Add the Slack trigger for new messages

In the trigger search box, type 'Slack' and wait for the Slack connector to appear. Click it, then scroll through the trigger list to find 'When a new message is posted to a channel'. Click that trigger to select it. You'll be prompted to sign in to Slack — this creates a Connection that Power Automate stores for reuse. Sign in with the Slack account that has access to the customer channel you want to monitor.

1. 1Type 'Slack' in the trigger search box
2. 2Click the Slack connector from the results
3. 3Select 'When a new message is posted to a channel'
4. 4Click 'Sign in' and authenticate with your Slack account
5. 5Confirm the connection shows your workspace name

Trigger card > Channel dropdown

Select the customer Slack channel to monitor

In the trigger card, click the 'Channel' dropdown. Power Automate will fetch your available public channels. Select the specific customer or prospect channel you want to log — for example, '#client-acme-corp'. If the channel is private, the Slack bot that Power Automate installed must be manually invited to that channel first using '/invite @Power Automate' inside Slack before it will appear in this list.

1. 1Click the 'Channel' dropdown in the Slack trigger card
2. 2Wait 2-3 seconds for channels to load
3. 3Select your target customer channel (e.g., #client-acme-corp)
4. 4Leave 'Message type' set to 'All' unless you only want direct messages

Flow canvas > + New step > Data Operation > Parse JSON

Add a 'Parse JSON' action to extract message fields

Click '+ New step' below the trigger. Search for 'Parse JSON' and select the 'Data Operation — Parse JSON' action. In the 'Content' field, insert the dynamic value 'Text' from the Slack trigger (this is the raw message body). For the Schema, click 'Generate from sample' and paste in a sample Slack message payload. This step extracts the sender username, timestamp, message text, and channel name as individual variables you can use in later steps.

1. 1Click '+ New step'
2. 2Search 'Parse JSON' and select 'Data Operation — Parse JSON'
3. 3Click the 'Content' field and insert the dynamic value 'Text' from the Slack trigger
4. 4Click 'Generate from sample'
5. 5Paste a sample Slack message JSON payload and click 'Done'

Flow canvas > + New step > Data Operation > Compose

Add a Compose action to build the note body

Click '+ New step' and search for 'Compose' — select 'Data Operation — Compose'. This is where you build the formatted text that will appear inside the Copper activity note. In the Inputs field, type your note template and inject dynamic values from the Slack trigger and Parse JSON step. A good format is: 'Slack message from [User] in [Channel] on [Timestamp]: [Text]'. This gives the Copper record full context without requiring anyone to switch to Slack.

1. 1Click '+ New step'
2. 2Search 'Compose' and select 'Data Operation — Compose'
3. 3In the Inputs field, type: 'Slack message from '
4. 4Insert dynamic value 'User Name' from the Slack trigger
5. 5Continue building: ' in #[Channel] on [Timestamp]: [Text]' using dynamic values

Flow canvas > + New step > Copper > Search People

Add the Copper 'Search People' action to find the contact

Click '+ New step' and search for 'Copper'. Select the Copper connector, then choose the action 'Search People' (or 'Get Person by Email' if you know the email is embedded in the Slack message). You'll be prompted to create a Copper Connection — enter your Copper API key (found in Copper > Settings > API Keys) and your Copper account email. In the search parameters, map the sender's email or name from the Slack message to find the matching Copper contact record.

1. 1Click '+ New step'
2. 2Search 'Copper' in the action picker
3. 3Select 'Search People' from the Copper connector
4. 4Click 'Sign in' and enter your Copper API key and email
5. 5In the 'Name' or 'Email' field, insert the dynamic sender value from the Slack trigger

Flow canvas > + New step > Control > Condition

Handle the case where no Copper contact is found

After the Search People action, click '+ New step' and add a 'Condition' control. Set the condition to check if the Copper search result array is empty — use the expression: empty(body('Search_People')). In the 'Yes' branch (no contact found), add a 'Post message in a chat or channel' Slack action to alert your team that a contact couldn't be matched. In the 'No' branch, continue building the flow. This prevents the flow from crashing and swallowing errors silently.

1. 1Click '+ New step'
2. 2Select 'Control > Condition'
3. 3In the condition field, switch to Expression mode
4. 4Enter: empty(body('Search_People'))
5. 5In the 'Yes' branch, add a Slack 'Post message' action to notify your team of the unmatched contact

Condition No branch > Add an action > Copper > Create Activity

Add 'Create Activity' in the 'No' branch to log the note

Inside the 'No' branch of your condition (contact was found), click 'Add an action'. Search for 'Copper' again and select 'Create Activity'. Set the 'Parent Type' to 'Person' and the 'Parent ID' to the ID field from the Search People result — use dynamic value 'ID' from the Copper search output. Set 'Activity Type' to 'Note'. In the 'Details' field, insert the Output from your Compose step — this is the formatted message text you built in Step 5.

1. 1Click 'Add an action' inside the 'No' condition branch
2. 2Search 'Copper' and select 'Create Activity'
3. 3Set 'Parent Type' to 'Person'
4. 4Set 'Parent ID' to the dynamic value 'ID' from the Search People output
5. 5Set 'Activity Type' to 'Note' and insert the Compose output into 'Details'

Flow canvas > Save > Run history

Save and test the flow with a real Slack message

Click 'Save' at the top of the canvas — Power Automate will validate all steps and surface any missing required fields in red. Once saved, go to your monitored Slack channel and post a test message like 'Test log — checking CRM sync'. Wait up to 90 seconds, then return to Power Automate, click your flow name, and scroll to 'Run history' at the bottom. Click the most recent run to inspect each step's inputs and outputs.

1. 1Click 'Save' at the top right of the canvas
2. 2Go to your monitored Slack channel and post a test message
3. 3Wait 60-90 seconds
4. 4Return to make.powerautomate.com > My flows > click your flow name
5. 5Click the most recent entry in 'Run history' and verify each step shows a green checkmark

My flows > [Flow name] > Settings > Send email notification for failed runs

Turn on the flow and set run notifications

Back on the flow detail page, confirm the toggle at the top shows 'On' — new flows default to On after saving, but verify this. Click the three-dot menu next to the flow name and select 'Edit' to access flow settings. Under 'Run only users', confirm the connection owner is set correctly. Optionally, go to the flow's 'Settings' tab and enable 'Send email notification for failed runs' so you're alerted if Slack or Copper credentials expire.

1. 1Confirm the flow toggle is set to 'On' on the flow detail page
2. 2Click the three-dot menu and select 'Edit'
3. 3Click 'Settings' in the top menu of the canvas
4. 4Enable 'Send email notification for failed runs'
5. 5Click 'Save'

Paste this expression into a Compose action placed directly after the Slack trigger. It converts the Slack Unix timestamp to a readable local time, strips bot messages by checking for an empty bot_id field, and formats the full note body in one step — replacing the need for separate Parse JSON and Compose steps.

// Power Automate — Compose expression for full note body with timestamp conversion
// Paste this into the 'Inputs' field of a Data Operation > Compose action
// Switch the field editor to Expression mode before pasting

// Power Automate — Compose expression for full note body with timestamp conversion
// Paste this into the 'Inputs' field of a Data Operation > Compose action
// Switch the field editor to Expression mode before pasting

concat(
  'Slack message from ',
  if(
    empty(triggerBody()?['user_profile']?['real_name']),
    triggerBody()?['user'],
    triggerBody()?['user_profile']?['real_name']
  ),
  ' in #',
  triggerBody()?['channel_name'],
  ' on ',
  convertTimeZone(
    addSeconds('1970-01-01T00:00:00Z', int(triggerBody()?['ts'])),
    'UTC',
    'Eastern Standard Time',
    'yyyy-MM-dd HH:mm'
  ),
  ': ',
  triggerBody()?['text']
)