How to Send Copper Deal Stage Alerts to Slack with Zapier

zapier.com > Dashboard > Create Zap

Create a new Zap and name it

Log in to zapier.com and click the orange 'Create Zap' button in the left sidebar. Zapier opens the Zap editor with a blank canvas. At the top of the editor, click 'Untitled Zap' and rename it something like 'Copper Deal Stage → Slack'. Naming it now saves confusion when you have a dozen Zaps later.

1. 1Click 'Create Zap' in the left sidebar
2. 2Click 'Untitled Zap' at the top of the editor
3. 3Type a descriptive name, e.g. 'Copper Deal Stage → Slack #pipeline'
4. 4Press Enter to save the name

Zap Editor > Trigger > Search Apps

Set Copper as the trigger app

Click the 'Trigger' box in the Zap editor. A search panel opens on the right side. Type 'Copper' and select it from the results — it shows the Copper CRM logo. You'll then be prompted to choose a trigger event. Copper's Zapier integration uses webhooks, so deal stage changes fire in near real-time rather than on a polling schedule.

1. 1Click the 'Trigger' step box
2. 2Type 'Copper' in the search field
3. 3Select 'Copper' from the dropdown (confirm the blue Copper logo)
4. 4Click the 'Event' dropdown and select 'Updated Opportunity'

Copper > Settings > Integrations > API Keys

Connect your Copper account

Click 'Sign in to Copper'. A popup opens asking for your Copper API key and your registered Copper email address. Find your API key in Copper under Settings > Integrations > API Keys — it's a long alphanumeric string. Paste it into Zapier along with the email tied to your Copper account. Zapier verifies the connection immediately.

1. 1Click 'Sign in to Copper' in the Zapier trigger panel
2. 2In the popup, paste your Copper API key
3. 3Enter the email address you use to log in to Copper
4. 4Click 'Yes, Continue to Copper'

Zap Editor > Trigger > Configure

Configure the trigger filter for stage changes

After connecting, Zapier asks if you want to filter by a specific pipeline. If your Copper account has multiple pipelines, select the one you want to monitor. If you want to catch all pipelines, leave this blank. At this point, do not add a Zapier Filter step yet — first complete the trigger setup, then you'll add the stage-change filter in Step 6. Click 'Continue' to proceed.

1. 1In the 'Pipeline' dropdown, select your target pipeline or leave blank for all
2. 2Leave all other trigger fields at their defaults
3. 3Click 'Continue'

Zap Editor > Trigger > Test Trigger

Test the trigger and verify sample data

Click 'Test trigger'. Zapier fetches the 3 most recently updated Copper opportunities. Pick one that has a realistic stage value — ideally one you manually moved to a different stage just before testing. Confirm the sample data includes the fields 'Pipeline Stage', 'Opportunity Name', 'Close Date', and 'Assignee' — you'll map these into the Slack message. If the sample is missing pipeline stage, go to Copper and manually change a deal's stage, then re-test.

1. 1Click 'Test trigger'
2. 2Review the fetched sample records
3. 3Select the record that shows a meaningful pipeline stage value
4. 4Confirm 'Pipeline Stage Name' appears in the data fields

Zap Editor > + Add Step > Filter by Zapier

Add a Filter step to catch only stage changes

Click the '+' button below the trigger step to add a new step. Search for 'Filter' and select 'Filter by Zapier'. This is a built-in Zapier tool — no extra app connection needed. Set the condition to: 'Pipeline Stage Name' > 'Text' > 'Is not exactly' > leave the value blank. This alone isn't enough — you need to also consider only running when the stage actually changed. The most reliable approach here is to filter on specific stage names you care about using 'Pipeline Stage Name' > 'Exactly matches' > 'Closed Won' (or whichever stages matter). Add multiple OR conditions for each stage you want to notify on.

1. 1Click the '+' button below the Copper trigger step
2. 2Search for 'Filter' and select 'Filter by Zapier'
3. 3Set Field to 'Pipeline Stage Name' (from the Copper trigger)
4. 4Set Condition to 'Text — Exactly matches'
5. 5Enter your first target stage name, e.g. 'Closed Won'
6. 6Click '+ OR' to add additional stage conditions like 'Proposal Sent', 'Negotiation'

Zap Editor > + Add Step > Slack > Send Channel Message

Add Slack as the action app

Click '+' below the Filter step to add the next step. Search for 'Slack' and select it. For the event, choose 'Send Channel Message' — this posts a message to a public or private Slack channel your bot is a member of. Don't choose 'Send Direct Message' unless you want to notify a single person rather than the whole team.

1. 1Click the '+' below the Filter step
2. 2Search for 'Slack' and select it
3. 3In the Event dropdown, select 'Send Channel Message'
4. 4Click 'Continue'

Zap Editor > Slack Action > Sign in to Slack

Connect your Slack workspace

Click 'Sign in to Slack'. A browser popup opens and asks you to authorize Zapier to post messages in your workspace. Make sure you're logged into the correct Slack workspace before clicking Authorize — if you're in the wrong workspace, the dropdown won't show your intended channels. After authorization, the popup closes and Zapier lists the account as connected.

1. 1Click 'Sign in to Slack'
2. 2Confirm the correct workspace name appears in the Slack authorization popup
3. 3Click 'Allow' to grant Zapier posting permissions
4. 4Return to the Zap editor

Zap Editor > Slack Action > Configure

Configure the Slack message

Select your target channel from the 'Channel' dropdown — for example, #pipeline or #sales-wins. In the 'Message Text' field, build your notification using the dynamic data from the Copper trigger. Write a template like: '🏆 *{{Opportunity Name}}* moved to *{{Pipeline Stage Name}}*\nOwner: {{Assignee Name}} | Value: ${{Monetary Value}} | Close: {{Close Date}}'. Click the '+' icon in the text field to insert dynamic fields from the Copper sample data. Set 'Bot Name' to something like 'Copper Bot' and optionally add a bot icon emoji.

1. 1Select your target Slack channel from the 'Channel' dropdown
2. 2Click inside the 'Message Text' field
3. 3Type your message template and use the '+' to insert dynamic Copper fields
4. 4Insert: Opportunity Name, Pipeline Stage Name, Assignee Name, Monetary Value, Close Date
5. 5Set 'Bot Name' to 'Copper Bot' or your preferred name
6. 6Set 'Send as a Bot' to 'Yes'

📬 New entry: {{1.name}}
Email: {{1.email}}
Details: {{1.description}}

Zap Editor > Slack Action > Test Action

Test the full Zap

Click 'Test action' at the bottom of the Slack configuration panel. Zapier sends a test message to your selected Slack channel using the sample Copper data. Open Slack and confirm the message appeared in the correct channel with the right fields populated. Check that the stage name, owner, and deal value all display correctly. If the message looks right, click 'Publish Zap'.

1. 1Click 'Test action'
2. 2Switch to Slack and open your target channel
3. 3Confirm the test message arrived with correct field values
4. 4Return to Zapier and click 'Publish Zap' if everything looks correct

zapier.com > My Zaps > [Your Zap] > Zap History

Turn on the Zap and verify live behavior

After publishing, the Zap is active. Go to Copper and manually move a deal to one of your filtered stage names. Wait up to 2 minutes — Zapier's Copper webhook is near-instant but can take up to 90 seconds in practice. Confirm the Slack message arrives in the right channel. If it doesn't arrive within 3 minutes, check the Zap History tab in Zapier (left sidebar) to see if the trigger fired and whether the Filter step stopped it.

1. 1In Copper, open a test deal and change its pipeline stage to one of your filter values
2. 2Wait up to 2 minutes
3. 3Open your Slack channel and confirm the message arrived
4. 4If no message, go to zapier.com > My Zaps > Zap History and inspect the run log

This Code by Zapier step runs between your Filter and Slack action steps. It formats the raw monetary value from Copper into '$42,000' (Copper sends it as '42000'), picks an emoji based on the stage name, and builds a clickable deep-link URL directly to the deal in Copper. In the Slack message step, reference the outputs as 'emoji', 'formatted_value', 'deep_link', and 'formatted_close_date'. Set the 'Input Data' section in the Code step to map: stage_name → Pipeline Stage Name, monetary_value → Monetary Value, opportunity_id → Opportunity ID, close_date → Close Date.

// Zapier Code by Zapier (JavaScript) — Step between Filter and Slack action
// Purpose: Format monetary value with commas and dollar sign,
// build a deep-link URL to the Copper deal, and pick a stage emoji.

// Zapier Code by Zapier (JavaScript) — Step between Filter and Slack action
// Purpose: Format monetary value with commas and dollar sign,
// build a deep-link URL to the Copper deal, and pick a stage emoji.
// Paste this in a 'Code by Zapier' step. Input data: set inputData fields
// in the step's 'Input Data' section mapping Zapier fields to these keys.

const stageEmojis = {
  'Closed Won': '🏆',
  'Closed Lost': '❌',
  'Proposal Sent': '📄',
  'Negotiation': '🤝',
  'Qualified': '✅',
  'Needs Follow-Up': '⏰'
};

const stageName = inputData.stage_name || 'Unknown Stage';
const emoji = stageEmojis[stageName] || '🔄';

const rawValue = parseFloat(inputData.monetary_value) || 0;
const formattedValue = rawValue.toLocaleString('en-US', {
  style: 'currency',
  currency: 'USD',
  minimumFractionDigits: 0
});

const opportunityId = inputData.opportunity_id;
const deepLink = opportunityId
  ? `https://app.copper.com/companies#opportunities/${opportunityId}`
  : null;

const closeDate = inputData.close_date
  ? new Date(inputData.close_date).toLocaleDateString('en-US', { month: 'short', day: 'numeric', year: 'numeric' })
  : 'No date set';

output = [{
  emoji: emoji,
  formatted_value: formattedValue,
  deep_link: deepLink,
  formatted_close_date: closeDate,
  stage_name: stageName
}];