How to Send Copper Lead Alerts to Slack with Power Automate

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

Open Power Automate and start a new Scheduled flow

Go to make.powerautomate.com and sign in with your Microsoft 365 account. In the left sidebar, click 'My flows', then click '+ New flow' at the top. Select 'Scheduled cloud flow' from the dropdown. Because Copper does not expose webhooks, you will poll it on a recurring interval — every 5 minutes is a practical starting point. Name the flow something like 'Copper Lead Assignment Alert'.

1. 1Navigate to make.powerautomate.com and sign in
2. 2Click 'My flows' in the left sidebar
3. 3Click '+ New flow' in the top toolbar
4. 4Select 'Scheduled cloud flow'
5. 5Set the flow name to 'Copper Lead Assignment Alert', interval to 5, and unit to Minutes, then click 'Create'

Flow canvas > + New step > Search 'HTTP' > HTTP action

Add an HTTP action to call the Copper Leads API

Click '+ New step' below the Recurrence trigger. In the action search bar, type 'HTTP' and select the 'HTTP' action (not HTTP + Swagger). You will use this to call Copper's REST API directly, since there is no native Copper connector in Power Automate. Set Method to POST and the URI to 'https://api.copper.com/developer_api/v1/leads/search'. This endpoint accepts a JSON body to filter leads modified after a specific timestamp.

1. 1Click '+ New step'
2. 2Type 'HTTP' in the search bar and select the 'HTTP' action
3. 3Set Method to 'POST'
4. 4Set URI to 'https://api.copper.com/developer_api/v1/leads/search'
5. 5Under 'Headers', add: X-PW-AccessToken (your Copper API key), X-PW-Application (developer_api), X-PW-UserEmail (your Copper login email), Content-Type (application/json)

HTTP action > Body field > Expression editor

Build the Copper leads search request body

In the HTTP action's Body field, you need to pass a JSON filter that returns only leads modified in the last 5 minutes. Use a Power Automate expression to calculate the timestamp dynamically. Click the Body field, then open the expression editor. The body should filter by 'minimum_updated_date' set to 5 minutes ago. Also request the 'assignee_id' and 'date_modified' fields to detect reassignment.

1. 1Click inside the Body field of the HTTP action
2. 2Paste the following JSON, replacing the date value with an expression: {"minimum_updated_date": EXPRESSION, "page_size": 25}
3. 3Click the Expression tab and enter: formatDateTime(addMinutes(utcNow(), -5), 'yyyy-MM-ddTHH:mm:ssZ') to generate the lookback timestamp
4. 4Confirm the full body reads: {"minimum_updated_date": "@{formatDateTime(addMinutes(utcNow(), -5), 'yyyy-MM-ddTHH:mm:ssZ')}", "page_size": 25}

Flow canvas > + New step > Search 'Parse JSON' > Data Operations - Parse JSON

Parse the Copper API response with Parse JSON

After the HTTP action, click '+ New step' and search for 'Parse JSON'. Select the 'Data Operations - Parse JSON' action. Set the Content field to the Body output from the previous HTTP step. You need to provide a schema so Power Automate can reference individual fields like lead name, assignee ID, and phone number in later steps. Use the schema provided in the pro tip section or generate one by pasting a sample Copper lead response.

1. 1Click '+ New step' and search 'Parse JSON'
2. 2Select 'Data Operations - Parse JSON'
3. 3In the 'Content' field, click and select 'Body' from the HTTP action's dynamic content panel
4. 4Click 'Generate from sample', paste a real Copper lead JSON response, and click 'Done'
5. 5Verify the schema shows fields including id, name, assignee_id, phone_numbers, and date_modified

Flow canvas > + New step > Built-in > Apply to each

Add an Apply to Each loop over the returned leads

Copper's search endpoint returns an array of leads. You need to loop through each one and send a separate Slack message per lead. Click '+ New step', search for 'Apply to each', and select it. In the 'Select an output from previous steps' field, choose the parsed array body from the Parse JSON action. All remaining steps — the Copper assignee lookup and the Slack message — will live inside this loop.

1. 1Click '+ New step'
2. 2Search 'Apply to each' and select it under 'Built-in'
3. 3Click inside 'Select an output from previous steps'
4. 4From the dynamic content panel, select the array output from Parse JSON (it will be labeled 'Body' or the top-level array key)
5. 5Confirm the loop card is now wrapping a blank interior — all next steps go inside here

Apply to each loop > + Add an action > HTTP

Resolve the assignee ID to a name and email via HTTP

Copper stores the assigned rep as a numeric assignee_id, not a name. Inside the Apply to each loop, add another HTTP action to call 'GET https://api.copper.com/developer_api/v1/users/{assignee_id}' to fetch the rep's name and email. Use the same four Copper API headers from Step 2. You will use the rep's email to look up their Slack user in the next step.

1. 1Inside the Apply to each loop, click '+ Add an action'
2. 2Search 'HTTP' and select the HTTP action
3. 3Set Method to 'GET'
4. 4Set URI to: https://api.copper.com/developer_api/v1/users/ then append the 'assignee_id' dynamic token from the Parse JSON output
5. 5Add the same four Copper API headers: X-PW-AccessToken, X-PW-Application, X-PW-UserEmail, Content-Type

Paste this into a 'Compose' action placed immediately after the Parse JSON step for the assignee lookup. It builds the complete Slack message body as a single expression, including a formatted timestamp and a fallback for missing phone numbers. Reference this Compose action's output in the Slack 'Send a direct message' Body field.

concat(
  '🔔 New lead assigned to you
',

concat(
  '🔔 New lead assigned to you
',
  '*Name:* ', items('Apply_to_each')?['name'], '
',
  '*Company:* ', if(empty(items('Apply_to_each')?['company_name']), '_(no company)_', items('Apply_to_each')?['company_name']), '
',
  '*Phone:* ', if(empty(items('Apply_to_each')?['phone_numbers']), '_(no phone)_', first(items('Apply_to_each')?['phone_numbers'])?['number']), '
',
  '*Source:* ', if(empty(items('Apply_to_each')?['customer_source_id']), '_(unknown)_', string(items('Apply_to_each')?['customer_source_id'])), '
',
  '*Status:* ', items('Apply_to_each')?['status'], '
',
  '*Assigned to:* ', body('Parse_JSON_2')?['name'], '
',
  '*View in Copper:* https://app.copper.com/companies/', string(items('Apply_to_each')?['id']), '/leads/', string(items('Apply_to_each')?['id'])
)

Apply to each loop > + Add an action > Parse JSON

Parse the assignee API response

Add a second Parse JSON action inside the loop to extract the rep's name and email from the user lookup response. Set Content to the Body of the assignee HTTP action. Generate the schema from a sample Copper user response — it should include fields like id, name, and email. You will use the email field to address the Slack DM in the next step.

1. 1Inside the loop, click '+ Add an action'
2. 2Search and select 'Data Operations - Parse JSON'
3. 3Set Content to the Body output from the assignee HTTP action
4. 4Click 'Generate from sample' and paste a sample Copper user object with id, name, and email
5. 5Click 'Done' and verify 'name' and 'email' appear as available dynamic content tokens

Apply to each loop > + Add an action > Slack > Look up Slack user by email

Look up the Slack user by email

Inside the loop, add a new action and search for 'Slack'. Select the Slack connector, then choose the action 'Look up Slack user by email'. This returns the Slack user ID needed to send a direct message. Set the Email field to the email token from the assignee Parse JSON step. If this is your first Slack action, Power Automate will prompt you to create a Slack Connection — sign in with the Slack account that has the permissions to look up users and send DMs.

1. 1Inside the loop, click '+ Add an action'
2. 2Search 'Slack' and select the Slack connector
3. 3Choose 'Look up Slack user by email'
4. 4In the Email field, insert the 'email' dynamic token from the assignee Parse JSON action
5. 5If prompted, click 'Sign in' to create a Slack Connection and authorize with your Slack workspace admin account

Apply to each loop > + Add an action > Slack > Send a direct message

Add the Slack 'Send a direct message' action

Still inside the loop, add another Slack action and select 'Send a direct message'. Set the 'User Name or ID' field to the Slack user ID returned by the lookup action in Step 8. In the Message Text field, compose the alert using dynamic tokens. Include the lead's name, company, phone number, assigned date, and a direct link to the Copper record formatted as a URL. Keep the message scannable — one or two lines per data point.

1. 1Inside the loop, click '+ Add an action'
2. 2Search 'Slack' and select 'Send a direct message'
3. 3In 'User Name or ID', insert the 'User ID' dynamic token from the Slack user lookup action
4. 4In 'Message Text', build the alert: '🔔 New lead assigned to you\n*Name:* [name token]\n*Company:* [company token]\n*Phone:* [phone token]\n*View in Copper:* https://app.copper.com/companies/[id token]/leads/[id token]'
5. 5Save the action

Apply to each loop > + Add an action (before HTTP lookup) > Control > Condition

Add a Condition to filter only newly assigned leads

Right now the flow alerts on any lead modified in the last 5 minutes — including name edits, status changes, and note additions that are not assignment events. To narrow it down, add a Condition action at the top of the loop (before the assignee lookup) that checks whether the lead's 'assignee_id' is not null and whether 'date_modified' is within your lookback window. This cuts noise significantly for active teams who update leads frequently.

1. 1Inside the loop, click '+ Add an action' at the very top of the loop (drag to reorder if needed)
2. 2Search 'Condition' and select 'Control - Condition'
3. 3In the left condition field, insert the 'assignee_id' dynamic token
4. 4Set the operator to 'is not equal to'
5. 5Set the right field to 'null' (type the word null or leave blank depending on your Power Automate version) — move the remaining steps into the 'If yes' branch

Flow canvas > Save > Test > Manually > Run flow

Test, enable, and monitor the flow

Click 'Save' in the top toolbar, then click 'Test' and choose 'Manually' to trigger an immediate run. In Copper, create a test lead and assign it to a real rep. Return to Power Automate and watch the run history — green checkmarks on each action mean the flow executed cleanly. Check the target rep's Slack DMs to confirm the message arrived. Once validated, the flow runs automatically every 5 minutes with no further action needed.

1. 1Click 'Save' in the top toolbar
2. 2Click 'Test', select 'Manually', then click 'Run flow'
3. 3Open Copper and create or reassign a test lead to a rep whose email matches a Slack account
4. 4Return to Power Automate and watch the run detail page for green checkmarks on each step
5. 5Check the assigned rep's Slack DMs to confirm the formatted alert arrived