The moment it happens

Get alerted to each new Copper opportunity

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

Runs: The moment it happens
Apps: Copper
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: when an opportunity is created in Copper, post the company, value and close date to #pipeline in Slack.

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

Add to ChatGPT Add to Claude

First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

In Copper, a new opportunity is the start of revenue. A rep creates it after a call, or a workflow does it when a lead converts, and the rest of the team usually learns about it later at a pipeline meeting. Solutions engineers miss the chance to prepare, and managers cannot weigh in on a large deal until it is well along.

When Copper reports that an opportunity has been created, this fetches its details and posts them to Slack. The team sees the deal name, value and owner at once, while the opportunity is still being shaped.

Sales teams that work as a group, with specialists joining deals, use it to keep everyone aware of new pipeline. The post is built from the opportunity record that Copper holds at that moment, so the team sees the name, value and owner as they are, while the deal is still taking shape.

What you get out of it

Bring specialists in earlier
A solutions engineer who sees a new opportunity in Slack can offer to join the first meeting. Early involvement tends to improve the pitch and speeds up technical qualification. A solutions engineer who sees the opportunity can offer to join the first meeting, and early involvement tends to improve the pitch.
Let managers react to big deals
A large opportunity prompts a manager to ask about strategy or pricing. Seeing it immediately allows that guidance to arrive while it can change the outcome. A large new opportunity prompts a manager to ask about strategy or pricing, while that guidance can still change the outcome.
Keep the whole team aware of pipeline
A channel of new opportunities shows how much is coming in. Slow weeks and busy weeks are visible without opening a report. A channel of new opportunities shows how much pipeline is coming in, and slow weeks are visible without opening a report.
Check data quality on creation
If an opportunity arrives with no value or owner, someone can spot and fix it right away. Clean records at the start make forecasts more reliable. An opportunity without a value or owner can be fixed at once, and clean records at the start make forecasts more reliable.
Recognise good prospecting
Seeing reps' new opportunities in public encourages healthy competition and gives credit where it is earned, without a manual announcement. Seeing reps' new opportunities in public gives credit where it is earned, with no manual announcement from anybody.

How it works

What happens, step by step

Each time an opportunity is created in Copper, Copper tells ClickRuntime straight away.
The automation looks up the company, value and expected close date.
A message goes to #pipeline with the opportunity name and those details.

Before it runs live

Connect Copper
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Get alerted to each new Copper opportunityjust nowSucceeded

Slack · #pipelineNew opportunity: *Acme warehouse rollout* Company: Acme Logistics | Value: $48,000 | Close: 12/15/2026

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. 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.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Copper steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

new_opportunity_alert_copper.pyexample

from clickruntime import on_event, credentials, http, notify

API = "https://api.copper.com/developer_api/v1"

@on_event
def handle(event):
    body = event.json or {}
    if body.get("type") != "opportunity" or body.get("event") != "new":
        return {"skipped": body.get("event")}
    headers = {"X-PW-AccessToken": credentials.secret("COPPER_API_KEY"), "X-PW-Application": "developer_api",
               "X-PW-UserEmail": "admin@acme.example", "Content-Type": "application/json"}
    for opp_id in body.get("ids", []):
        opp = http.get(f"{API}/opportunities/{opp_id}", headers=headers).json()
        notify.slack(f"New opportunity: *{opp['name']}*\nCompany: {opp.get('company_name') or '-'} | "
                     f"Value: ${opp.get('monetary_value') or 0:,} | Close: {opp.get('close_date') or 'not set'}",
                     channel="#pipeline")
    return {"ids": body.get("ids")}

FAQ

Common questions

What details does the Slack message contain?

It includes the opportunity details fetched from Copper, such as the name, value and owner when they are set. If you want a link to the record or the pipeline stage added, ask and approve the updated message.

Will it post for opportunities created by import?

Yes, any new opportunity triggers an event, including those created through imports or other integrations. If a big import would flood the channel, ask for a filter on owner or pipeline. Any new opportunity produces an event, including imports, and a filter on owner or pipeline stops a large import flooding the channel.

How do I connect Copper?

You register a webhook through Copper's API or integration settings pointing at the endpoint ClickRuntime gives you, subscribing to opportunity creation. Your API key is stored as a secret. The webhook is registered through Copper's API pointing at the ClickRuntime endpoint, and your API key stays stored as a secret.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens