Skip to content
ClickRuntime

Automate Copper

Copper tracks your opportunities through pipelines alongside the people and companies behind them. Automations announce new opportunities, call out the ones marked Won and flag deals that are lost or abandoned, so sales leads see pipeline movement without opening Copper. Describe what you want to your AI assistant, check what it will do, and it keeps running.

Add to ChatGPTAdd to Claude
Works inChatGPTClaudeClaude CodeCursorCodexVS CodeGemini CLIZedopencodeAny MCP client

Try asking

Create a ClickRuntime automation: when a Copper opportunity is marked Won, post the name, value and owner to Slack: #wins-enterprise for the Enterprise pipeline and #wins-smb for SMB.

Paste it into your assistant. It tells you what it will send or change before it runs live.

Ideas

What you can automate in Copper

Pipeline news delivered as it happens: fresh opportunities, wins posted per pipeline and every status change. These are ready-made starting points. Anything else you can describe works too.
The moment it happens

Post Copper wins to each pipeline's Slack channel

When a deal is marked Won, the channel for its pipeline hears about it with the value and owner.

See how it works
The moment it happens

Get alerted to each new Copper opportunity

Every new opportunity shows up with its company, value and expected close date.

See how it works
The moment it happens

Track Copper opportunity status changes

I see when a deal moves between Open, Won, Lost or Abandoned, with the old and new status.

See how it works Your own logic

Any other automation you can describe in words

Your own rules, schedule and AI steps with Copper, plus any other app. Describe it and your assistant builds it.

See how to build your own

Build your own

Build any Copper automation you can describe

The ideas above are ready-made starting points, not a fixed list. Describe what Copper should do in your own words, with your conditions, other apps or an AI step, and your assistant writes it, tests it and runs it on ClickRuntime.

  • Your own rules

    Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.

  • Any number of apps

    One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.

  • AI where it helps

    Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.

  • On a schedule or on each event

    Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

For example, ask your assistant

Every week, list Copper opportunities whose close date has passed but are still open and send them to each owner.

When a Copper opportunity moves to Won, create a project in Asana with the client name.

When a new Copper person is added, find their email with Hunter.io, fill in missing fields and post a summary in Slack.

Beyond chat

Have Copper work when you're not in the chat

Connecting Copper to ChatGPT or Claude lets you ask about it while you chat. ClickRuntime handles the part that should happen on its own: checks on a schedule and actions on each new event, set up from the same chat and running after you close it.

Setup

Connect Copper

You connect Copper with an API key that a Copper admin generates, together with the email address of the admin who created it.

Copper

CRM

  1. As a Copper admin, open Settings, then Integrations, then API Keys.
  2. Generate an API key and copy it.
  3. Note the email address of the user who generated the key; Copper needs it with every request.
  4. In the ClickRuntime dashboard, open Connections & secrets and save the key and that email as secrets for Copper.

Good to know

Copper limits that affect automations

  • Only admins can create API keys, so someone with admin rights has to set the connection up.
  • Copper allows 180 requests per minute, and 3 per second for bulk requests. Alerts on single deals stay well within that.
  • Requests must use the current api.copper.com address; the old ProsperWorks domain no longer redirects.

FAQ

Questions about automating Copper

What can ClickRuntime see in Copper?
What the admin key allows: opportunities with their pipeline, status, value, owner and close date, plus the related people and companies.
Can wins go to a different channel for each pipeline?
Yes. Tell your assistant which pipeline maps to which channel, and each Won opportunity is posted to the right one.
Are opportunity changes picked up straight away?
Yes. New and updated opportunities reach the automation by webhook as they happen.
Do Copper automations need AI?
No. Deal alerts run without it. Summaries or written follow-ups use the AI included in every ClickRuntime plan, with no AI key of your own.
Is this a Copper connector for ChatGPT or Claude?
Not for chatting with Copper data. A chat connector lets your assistant read and change Copper while you're in the conversation. ClickRuntime is for the work that should happen without you: you set up an automation from the chat once, and it keeps running on a schedule or on each Copper event.

Related pages

Keep exploring

Tell your assistant what Copper should do

Free plan. No credit card.

Add to ChatGPTAdd to Claude