How to Send Copper Lead Alerts to Slack with Pipedream

pipedream.com > Workflows > + New Workflow

Create a new Pipedream workflow

Go to pipedream.com and log in. Click 'Workflows' in the left sidebar, then click the blue '+ New Workflow' button in the top right. Give it a name like 'Copper Lead Assignment → Slack'. You'll land on the workflow canvas with an empty trigger slot at the top.

1. 1Click 'Workflows' in the left sidebar
2. 2Click '+ New Workflow' in the top right
3. 3Type a name: 'Copper Lead Assignment → Slack'
4. 4Click 'Create'

Workflow Canvas > Add a trigger > Search 'Copper' > New Lead (Instant)

Add the Copper webhook trigger

Click the grey 'Add a trigger' block. In the search box, type 'Copper' and select it. Choose the trigger event 'New Lead (Instant)' — this uses Copper's native webhook support, so events fire within 2-5 seconds of creation. Pipedream will generate a unique webhook URL for you automatically.

1. 1Click the grey 'Add a trigger' block
2. 2Type 'Copper' in the search field
3. 3Select 'Copper' from the app list
4. 4Choose 'New Lead (Instant)' as the trigger event
5. 5Click 'Connect Copper Account' and authenticate with your Copper API key

Copper > Settings > Integrations > API & Webhooks > Add Webhook

Register the webhook in Copper

Copy the webhook URL Pipedream generated. In a new tab, go to your Copper account, navigate to Settings > Integrations > API & Webhooks. Click 'Add Webhook', paste the Pipedream URL, and select the events 'Lead Created' and 'Lead Updated'. Save it. Come back to Pipedream and click 'Generate Test Event' or create a test lead in Copper to fire the trigger.

1. 1Copy the webhook URL from Pipedream's trigger panel
2. 2In Copper, go to Settings > Integrations > API & Webhooks
3. 3Click 'Add Webhook'
4. 4Paste the Pipedream URL into the endpoint field
5. 5Check 'Lead Created' and 'Lead Updated', then click Save

Workflow Canvas > + Add a step > Custom Code > Node.js

Add a Node.js filter step for event type

Click '+ Add a step' below the trigger and choose 'Run Node.js code'. This step checks whether the incoming event is a new lead creation or specifically an assignee change — and exits early if it's an irrelevant update. Without this, every phone number correction or tag change triggers a Slack ping. Paste the filter logic shown in the Pro Tip section.

1. 1Click '+ Add a step'
2. 2Select 'Custom Code'
3. 3Choose 'Run Node.js code'
4. 4Paste the filter and assignee-lookup code from the Pro Tip below
5. 5Click 'Test' to verify it passes for a lead creation event

Workflow Canvas > + Add a step > Custom Code > Node.js

Look up the assigned rep's name and Slack user ID

Copper returns an assignee as a numeric user ID (e.g., 12345), not a name or email. To send a Slack DM or @mention the right person, you need to resolve that ID. Add another Node.js step that calls the Copper API to fetch the user's email, then calls Slack's users.lookupByEmail API to get their Slack member ID. This is the critical step most tutorials skip.

1. 1Click '+ Add a step' below the filter step
2. 2Select 'Custom Code' > 'Run Node.js code'
3. 3Use the Copper Users API endpoint: GET https://api.copper.com/developer_api/v1/users/{id}
4. 4Pass the Copper API key from your connected account as an Authorization header
5. 5Call Slack's users.lookupByEmail with the returned email to get the Slack member ID

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

Add the Slack send message step

Click '+ Add a step', search for 'Slack', and select the action 'Send a Message'. Connect your Slack account via OAuth — Pipedream will open a Slack authorization window. Set the channel field to the slackUserId from Step 5 prefixed with '@' to send a DM, or hardcode a channel like '#new-leads' for a team channel. Build the message text using the lead fields extracted in Step 4.

1. 1Click '+ Add a step'
2. 2Search 'Slack' and select it
3. 3Choose 'Send a Message' as the action
4. 4Click 'Connect Slack Account' and authorize via OAuth
5. 5Set Channel to the slackUserId from Step 5 (for DM) or a channel name like '#new-leads'

Workflow Canvas > Slack Step > Blocks field

Format the Slack message with Block Kit

Plain text Slack messages work but look poor. In the Slack step, switch the 'Text' field to 'Blocks' and paste a Block Kit JSON payload. Include the lead name as a header, company and phone in a section block, and a button block linking directly to the Copper lead URL (format: https://app.copper.com/companies/{leadId}). This gives reps one-click access to the record without searching.

1. 1In the Slack step, find the 'Blocks' input field
2. 2Paste the Block Kit JSON (construct this in the Node.js step before passing it to Slack)
3. 3Reference the lead name, company, phone, and Copper URL from Step 4's output
4. 4Include a fallback text value in the 'Text' field for notification previews
5. 5Click 'Test' to preview the rendered message

pipedream.com > Workflows > + New Workflow

Handle lead reassignment events separately

Go back to Pipedream's Workflows list and create a second workflow. This one handles the 'Lead Updated' events where the assignee field specifically changed. Use the same Copper webhook URL (Copper already sends both events there) but add a filter in the code step that checks if the assignee_id in the current payload differs from the previous one. Copper's webhook payload includes a previous_assignee_id field on update events.

1. 1Create a second workflow named 'Copper Lead Reassignment → Slack'
2. 2Use an HTTP / Webhook trigger (not the Copper app trigger) to receive the same Copper webhook
3. 3Add a Node.js filter step that checks: event.type === 'update' && event.assignee_id !== event.previous_assignee_id
4. 4Reuse the same rep lookup and Slack message steps from the first workflow
5. 5Register this second Pipedream webhook URL in Copper as an additional webhook endpoint

Workflow Canvas > + Add a step > Custom Code > Node.js

Add error handling and a fallback notification

Add a final Node.js step after the Slack action using Pipedream's $.flow.exit and try/catch pattern. If the Slack API call fails (rate limit, invalid user ID, missing scope), catch the error and post a fallback message to a hardcoded admin Slack channel like '#automation-errors'. This prevents leads from being silently dropped. Log the error payload so you can debug the specific lead that failed.

1. 1Click '+ Add a step' after the Slack message step
2. 2Select 'Custom Code' > 'Run Node.js code'
3. 3Wrap the Slack call in a try/catch block
4. 4On catch, use the Slack step to post to '#automation-errors' with the error message and lead ID
5. 5Click 'Deploy' when done

pipedream.com > Workflows > [Your Workflow] > Deploy

Test end-to-end and deploy

Create a real test lead in Copper and assign it to yourself. Watch the Pipedream event log in real time — you should see the webhook arrive, each step execute green, and the Slack message land within 5-10 seconds. Then reassign the lead to a colleague and confirm the second workflow fires. Once both pass, click 'Deploy' on each workflow to move them from test mode to live.

1. 1Create a new lead in Copper and assign it to yourself
2. 2Open Pipedream and watch the event log under your workflow
3. 3Verify all steps show green checkmarks
4. 4Check Slack for the DM or channel message
5. 5Click 'Deploy' on both workflows to go live

Paste this into the Node.js code step added in Step 4. It handles event filtering, Copper user resolution, Slack user ID lookup, and Block Kit message construction in one step — so the Slack action step only needs to receive a pre-built payload.

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;

    // Exit early for non-assignment update events
    if (event.type === 'update') {
      const prevAssignee = event.previous_assignee_id ?? null;
      const currAssignee = event.assignee_id ?? null;
      if (prevAssignee === currAssignee) {
        $.flow.exit('Not an assignee change — skipping');
      }
    }

    const isReassignment = event.type === 'update';
    const leadId = event.id;
    const leadName = event.name || 'Unknown Lead';
    const company = event.company_name || '—';
    const phone = event.phone_numbers?.[0]?.number || '—';
    const status = event.status || '—';
    const copperUrl = `https://app.copper.com/companies/${leadId}`;
    const assigneeId = event.assignee_id;

    if (!assigneeId) {
      $.flow.exit('No assignee on this lead — skipping');
    }

    // Step 1: Resolve Copper user ID → email
    let repEmail;
    try {
      const copperUserRes = await axios({
        method: 'GET',
        url: `https://api.copper.com/developer_api/v1/users/${assigneeId}`,
        headers: {
          'X-PW-AccessToken': process.env.COPPER_API_KEY,
          'X-PW-Application': 'developer_api',
          'X-PW-UserEmail': process.env.COPPER_USER_EMAIL,
          'Content-Type': 'application/json',
        },
      });
      repEmail = copperUserRes.data.email;
    } catch (err) {
      console.error('Failed to fetch Copper user:', err.message);
      throw new Error(`Could not resolve Copper user ${assigneeId}`);
    }

    // Step 2: Resolve email → Slack user ID
    let slackUserId;
    let slackDisplayName;
    try {
      const slackRes = await axios({
        method: 'GET',
        url: 'https://slack.com/api/users.lookupByEmail',
        params: { email: repEmail },
        headers: { Authorization: `Bearer ${process.env.SLACK_BOT_TOKEN}` },
      });
      if (!slackRes.data.ok) {
        throw new Error(slackRes.data.error);
      }
      slackUserId = slackRes.data.user.id;
      slackDisplayName = slackRes.data.user.real_name;
    } catch (err) {
      console.error('Slack lookup failed for', repEmail, err.message);
      // Fall back to a team channel rather than failing
      slackUserId = process.env.SLACK_FALLBACK_CHANNEL;
      slackDisplayName = 'Sales Team';
    }

    // Step 3: Build Block Kit payload
    const headerText = isReassignment
      ? `🔄 Lead Reassigned to You: ${leadName}`
      : `🔔 New Lead Assigned: ${leadName}`;

    const blocks = [
      {
        type: 'header',
        text: { type: 'plain_text', text: headerText, emoji: true },
      },
      {
        type: 'section',
        fields: [
          { type: 'mrkdwn', text: `*Company:*\n${company}` },
          { type: 'mrkdwn', text: `*Phone:*\n${phone}` },
          { type: 'mrkdwn', text: `*Status:*\n${status}` },
          { type: 'mrkdwn', text: `*Assigned To:*\n${slackDisplayName}` },
        ],
      },
      {
        type: 'actions',
        elements: [
          {
            type: 'button',
            text: { type: 'plain_text', text: 'View in Copper', emoji: true },
            url: copperUrl,
            style: 'primary',
          },
        ],
      },
    ];

    return {
      slackUserId,
      slackDisplayName,
      blocks: JSON.stringify(blocks),
      fallbackText: `${headerText} — ${company} | ${phone}`,
      copperUrl,
      leadName,
      isReassignment,
    };
  },
});