How to Send Copper Deal Stage Alerts to Slack with Pipedream

pipedream.com > Workflows > New Workflow

Create a new Pipedream workflow

Go to pipedream.com and sign in. Click 'Workflows' in the left sidebar, then click the blue 'New Workflow' button in the top right. You'll land on an empty canvas with a trigger slot at the top and a prompt to add your first step. Give the workflow a name like 'Copper Deal Stage → Slack' so you can find it later.

1. 1Click 'Workflows' in the left navigation
2. 2Click 'New Workflow' in the top right
3. 3Click the workflow title at the top and rename it to 'Copper Deal Stage → Slack'

Workflow Canvas > Add Trigger > Copper > Opportunity Stage Changed

Add the Copper webhook trigger

Click the 'Add Trigger' block. Search for 'Copper' in the app search bar. Select the Copper app, then choose the 'Opportunity Stage Changed' event source — this is the specific trigger that fires only on stage transitions, not on every deal update. Pipedream will generate a unique webhook URL for Copper to call.

1. 1Click the gray 'Add Trigger' block
2. 2Type 'Copper' in the search box
3. 3Select 'Copper' from the app results
4. 4Choose 'Opportunity Stage Changed' from the trigger list
5. 5Click 'Connect Copper Account' and complete OAuth

Copper > Settings > Integrations > Webhooks > Add Webhook

Register the webhook URL in Copper

Open Copper in a new tab. Go to Settings > Integrations > Webhooks. Click 'Add Webhook'. Paste the Pipedream webhook URL into the Endpoint field. Under 'Events', check 'Opportunity Updated' — this is the event Copper fires when a stage changes. Save the webhook. Copper will send a verification ping to confirm the endpoint is live.

1. 1Navigate to Settings in the Copper left sidebar
2. 2Click 'Integrations', then 'Webhooks'
3. 3Click 'Add Webhook'
4. 4Paste your Pipedream webhook URL into the Endpoint URL field
5. 5Check the 'Opportunity Updated' event box and click Save

Copper > Any Deal > Stage Dropdown | Pipedream > Workflow > Trigger > Event Inspector

Send a test event from Copper

In Copper, open any deal and move it to a different pipeline stage manually. This sends a real webhook payload to Pipedream. Switch back to Pipedream and click 'Refresh' next to the trigger step — you should see the raw payload in the event inspector on the right side of the screen. Expand the payload to confirm it includes 'pipeline_stage_id' and 'name' fields.

1. 1In Copper, open a test deal
2. 2Click the pipeline stage dropdown and select a different stage
3. 3Switch to Pipedream and click 'Refresh' on the trigger step
4. 4Click the incoming event to expand the payload

Workflow Canvas > + Add a step > Run Node.js code

Add a Node.js code step to filter and enrich the event

Click '+ Add a step' below the trigger, then select 'Run Node.js code'. This step does two things: it filters out non-stage-change events (since Copper fires on any deal update), and it resolves the stage ID to a human-readable name by calling the Copper API. You'll use the async/await pattern with Pipedream's built-in axios helper. Paste the code from the Pro Tip section into the code editor.

1. 1Click '+ Add a step'
2. 2Click 'Run Node.js code'
3. 3Clear the default code in the editor
4. 4Paste the enrichment and filter code into the editor
5. 5Click 'Test' to run it against your test event

Paste this into the Node.js code step (Step 5). It filters non-stage-change events, resolves the stage ID and assignee ID to human-readable names via the Copper REST API, and returns a clean object ready for the Slack step to consume directly.

import axios from 'axios';
export default defineComponent({
  async run({ steps, $ }) {

import axios from 'axios';

export default defineComponent({
  async run({ steps, $ }) {
    const event = steps.trigger.event.body;

    // Copper fires on all opportunity updates — skip if stage didn't change
    const updatedFields = event.updated_fields || [];
    if (!updatedFields.includes('pipeline_stage_id')) {
      return { skip: true };
    }

    const COPPER_API_KEY = process.env.COPPER_API_KEY;
    const COPPER_EMAIL = process.env.COPPER_USER_EMAIL;

    const headers = {
      'X-PW-AccessToken': COPPER_API_KEY,
      'X-PW-Application': 'developer_api',
      'X-PW-UserEmail': COPPER_EMAIL,
      'Content-Type': 'application/json',
    };

    // Fetch pipeline stages to resolve stage ID to name
    const pipelinesRes = await axios.get(
      'https://api.copper.com/developer_api/v1/pipelines',
      { headers }
    );

    let stageName = `Stage ID ${event.pipeline_stage_id}`;
    for (const pipeline of pipelinesRes.data) {
      const match = pipeline.stages.find(s => s.id === event.pipeline_stage_id);
      if (match) {
        stageName = match.name;
        break;
      }
    }

    // Resolve assignee ID to a full name
    let ownerName = 'Unassigned';
    if (event.assignee_id) {
      try {
        const userRes = await axios.get(
          `https://api.copper.com/developer_api/v1/users/${event.assignee_id}`,
          { headers }
        );
        ownerName = userRes.data.name || 'Unassigned';
      } catch (err) {
        console.log('Could not resolve owner:', err.message);
      }
    }

    // Format deal value
    const dealValue = event.monetary_value
      ? `$${Number(event.monetary_value).toLocaleString('en-US')}`
      : 'No value set';

    // Build Copper deep link
    const copperLink = `https://app.copper.com/companies/deals/${event.id}`;

    return {
      skip: false,
      dealName: event.name,
      stageName,
      ownerName,
      dealValue,
      copperLink,
      dealId: event.id,
    };
  },
});

Workflow Canvas > + Add a step > Filter

Add a filter step to skip non-stage changes

Click '+ Add a step' and select 'Filter' from Pipedream's built-in helpers. Configure it to continue only when the previous code step returns 'skip: false'. This prevents the workflow from posting to Slack when Copper fires on address updates, note additions, or any other field change that isn't a stage transition. Set the condition to: steps.code.$return_value.skip === false.

1. 1Click '+ Add a step'
2. 2Click 'Filter' from the helper options
3. 3Set the condition field to steps.code.$return_value.skip
4. 4Set the operator to 'equals'
5. 5Set the value to false

Workflow Canvas > + Add a step > Slack > Send Message to Channel

Add the Slack step and connect your account

Click '+ Add a step' and search for 'Slack'. Select the Slack app, then choose 'Send Message to Channel' as the action. Click 'Connect Slack Account' — this opens an OAuth popup. Authorize Pipedream to post to your workspace. You'll need to be a Slack admin or have permission to authorize apps for your workspace.

1. 1Click '+ Add a step'
2. 2Search for 'Slack' and select it
3. 3Choose 'Send Message to Channel'
4. 4Click 'Connect Slack Account'
5. 5Complete the Slack OAuth flow and select your workspace

Workflow Canvas > Slack Step > Channel + Text Fields

Configure the Slack message content

In the Channel field, type the exact channel name including the # symbol — e.g. #deals-live. In the Text field, build the message using dynamic values from the code step. Reference fields like {{steps.code.$return_value.dealName}}, {{steps.code.$return_value.stageName}}, and {{steps.code.$return_value.dealValue}}. Use Slack's mrkdwn format for bold text — wrap field names in asterisks.

1. 1Click the Channel field and type your target channel name (e.g. #deals-live)
2. 2Click the Text field
3. 3Type your message template using double-curly references to code step outputs
4. 4Toggle 'mrkdwn' to ON so Slack renders bold and emoji formatting
5. 5Click 'Test' to send a real message to the channel

Copper > Deal > Stage Dropdown | Pipedream > Workflow > Event History

Test the full workflow end to end

Go back to Copper and move a deal to a different stage. Watch Pipedream's workflow event log — you should see all steps turn green within 10 seconds. Check the Slack channel to confirm the message arrived with correct deal name, stage name, value, and owner. If the filter step stops the workflow, confirm the test event is actually a stage change and not a different field update.

1. 1Open a real deal in Copper
2. 2Change its pipeline stage
3. 3Switch to Pipedream and click 'Event History' in the left panel
4. 4Click the new event to see each step's result
5. 5Check your Slack channel for the message

Workflow Canvas > Deploy Button (top right)

Deploy the workflow to production

Click the gray 'Deploy' button in the top right of the Pipedream canvas. The button turns blue and the workflow status changes from 'Development' to 'Active'. From this point, every Copper stage change fires the workflow automatically with no manual intervention. Monitor the first 10-15 real events in the Event History tab to confirm no unexpected errors surface from real production data.

1. 1Click the 'Deploy' button in the top right
2. 2Confirm the status badge changes to 'Active'
3. 3Open Event History in the left sidebar
4. 4Watch the first real events arrive and confirm all steps pass