This automation scenario allows you to connect Copper, Giphy, and Slack.
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Copper, Giphy and Slack can also be integrated using automation tools other than zapier:
When this trigger fires in Copper
Triggers when an Opportunity's stage is changed.
Then these actions happen in Slack and Slack
Finds a random GIF that matches your specified keyword(s).
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Post Giphy GIFs to Slack when Copper opportunities are won.
Part I
First, we need to connect Copper, Giphy and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Copper to Zapier.
Give Zapier access to your Copper account, using Copper credentials.
Connect Giphy to Zapier.
Give Zapier access to your Giphy account, using Giphy credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Copper
Choose the following trigger: Updated Opportunity Stage (Triggers when an Opportunity's stage is changed.).
Then set up an Action for Giphy
Choose this action: Find GIF (Finds a random GIF that matches your specified keyword(s).).
Then set up another Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Copper, Giphy and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Post Giphy GIFs to Slack when Copper opportunities are won!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a new Lead.
Creates or Updates a Lead depending on the match criteria.
Translates or Converts a word or phrase to the perfect Gif or Sticker using GIPHY's special sauce algorithm.
Creates a new Person.
Uploads a Gif or video files upto 100MB programmatically on GIPHY.com.
Searches all GIPHY gifs or stickers for a word or phrase.
Copper is a game-changing productivity CRM that seamlessly integrates with G Suite, allowing you to effortlessly manage leads, deals, and tasks right from your Gmail inbox.
Copper alternatives
Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.
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