Copper, Slack, Infusionsoft Integrations

Infusionsoft
Copper
Slack
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Integromat will automate processes that you currently handle manually. It is not only capable of connecting apps but can also transfer and transform data. It works 24 hours a day, seven days a week and does not require your intervention. Simply set Integromat to do what you want and let it work for you. Save your time!

Triggers

Copper

Listen for Company Events INSTANT

Receives notifications about company creation/deletion/update.

Copper

Listen for Lead Events INSTANT

Receives notifications about lead creation/deletion/update.

Copper

Listen for Opportunity Events INSTANT

Receives notifications about opportunity creation/deletion/update.

Copper

Listen for Person Events INSTANT

Receives notifications about person creation/deletion/update.

Copper

Listen for Project Events INSTANT

Receives notifications about project creation/deletion/update.

Copper

Listen for Task Events INSTANT

Receives notifications about task creation/deletion/update.

Slack

New Message INSTANT

Triggers when a new message is created.

Slack

Watch Direct Messages

Triggers when a new message is added to a direct message channel.

Slack

Watch Files

Triggers when a new file is added.

Slack

Watch Multiparty Direct Messages

Triggers when a new message is added to a multiparty direct message channel.

Slack

Watch Private Channel Messages

Triggers when a new message is added to a private channel.

Slack

Watch Public Channel Messages

Triggers when a new message is added to a public channel.

Slack

Watch Users

Triggers when a new user is added.

Infusionsoft

Watch a Tag

Checks if specific tag was added to any contact.

Infusionsoft

Watch Event INSTANT

Triggers when a specified event occurs.

Infusionsoft

Watch New Applied Tags

Checks if a new tag was applied to a specific contact.

Infusionsoft

Watch New Appointments

Checks if new appointment was created.

Infusionsoft

Watch New Contacts

Checks if new contact was created.

Infusionsoft

Watch New Files

Checks if new file was created.

Infusionsoft

Watch New Notes

Checks if new note was created.

Infusionsoft

Watch New Opportunities

Checks if new opportunity was created.

Infusionsoft

Watch New Orders

Checks if new order was created.

Infusionsoft

Watch New Tasks

Checks if new task was created.

Infusionsoft

Watch Sent Emails

Checks if new email was sent.

Actions

Copper

Convert Lead

Converts a selected lead to a person in the system (optionally assigns company and opportunity).

Copper

Create Activity

Creates a new activity.

Copper

Create Company

Creates a new company.

Copper

Create Lead

Creates a new lead.

Copper

Create Opportunity

Creates a new opportunity.

Copper

Create Person

Creates a new person.

Copper

Create Project

Creates a new project.

Copper

Create Task

Creates a new task.

Copper

Get Activity

Gets details for a selected activity ID.

Copper

Get Company

Gets details for a selected company ID.

Copper

Get Lead

Gets details for a selected lead ID.

Copper

Get Opportunity

Gets details for a selected opportunity ID.

Copper

Get Person

Gets details for a selected person ID.

Copper

Get Project

Gets details for a selected project ID.

Copper

Get Task

Gets details for a selected task ID.

Copper

Get User

Gets details for a selected user ID.

Copper

Relate Opportunity to Person

Relates an existing opportunity to an existing person in the system.

Copper

Remove Activity

Removes the activity with a given ID.

Copper

Remove Company

Removes the company with a given ID.

Copper

Remove Lead

Removes the lead with a given ID.

Copper

Remove Opportunity

Removes the opportunity with a given ID.

Copper

Remove Opportunity from Person

Removes a related opportunity from a person.

Copper

Remove Person

Removes the person with a selected ID.

Copper

Remove Project

Removes the project with a selected ID.

Copper

Remove Task

Removes the task with a selected ID.

Copper

Remove Webhook Subscription

Removes the webhook subscription with a selected ID.

Copper

Update Company

Updates a selected company.

Copper

Update Lead

Updates a selected lead.

Copper

Update Opportunity

Updates a selected opportunity.

Copper

Update Person

Updates a selected person.

Copper

Update Project

Updates a selected project.

Copper

Update Task

Updates a selected task.

Slack

Add a Star

Adds a star to an item (message, file, channel or DM) on behalf of the authenticated user.

Slack

Archive a Channel

Archives a channel.

Slack

Complete a Reminder

Completes a reminder.

Slack

Create a Channel

Creates a channel.

Slack

Create a Message

Creates a message.

Slack

Create a Reminder

Creates a reminder.

Slack

Create a Text File

Creates a text file.

Slack

Delete a File

Deletes a file.

Slack

Delete a Message

Removes a message.

Slack

Delete a Reminder

Deletes a reminder.

Slack

Download a File

Downloads a file.

Slack

Get a File

Returns information about a file in your team.

Slack

Get a Channel

Returns information about a workspace channel.

Slack

Get a Private Channel Message

Returns a message with a given ID from a specified private channel.

Slack

Get a Public Channel Message

Returns a message with a given ID from a specified public channel.

Slack

Get a Reminder

Returns information about a reminder.

Slack

Get a User

Returns information about a member of a workspace.

Slack

Invite Users

Invites 1-30 users to a public or private channel.

Slack

Join a Channel

Joins to an existing channel.

Slack

Kick a User

Removes a user from a channel.

Slack

Leave a Channel

Leaves a channel.

Slack

Make an API Call

Performs an arbitrary authorized API call.

Slack

Remove a Star

Removes a star from an item (message, file, channel, private group, or DM) on behalf of the authenticated user.

Slack

Search for User

Retrieves a single user by looking them up by their registered email address.

Slack

Set a Status

Update a user's current status.

Slack

Set the Purpose of a Channel

Changes the purpose of a channel.

Slack

Set the Topic of a Channel

Changes the topic of a channel.

Slack

Unarchive a Channel

Unarchives a channel.

Slack

Update a Message

Updates a message.

Slack

Upload a File

Creates or uploads a file.

Infusionsoft

Apply Tags

Applies a list of tags to a given contact record.

Infusionsoft

Apply Tag to Contacts

Applies a tag to a list of contacts.

Infusionsoft

Create a Contact

Creates a new contact in your contact list.

Infusionsoft

Create a Task

Creates a new task.

Infusionsoft

Create or Update a Contact

Creates a new contact or updates a contact in your contact list.

Infusionsoft

Create Tag

Creates a new tag.

Infusionsoft

Create Tag Category

Creates a new tag category.

Infusionsoft

Delete an Appointment

Deletes the specified appointment.

Infusionsoft

Delete Contact

Deletes the specified contact.

Infusionsoft

Delete File

Deletes the specified file.

Infusionsoft

Delete Note

Deletes a note.

Infusionsoft

Delete Task

Permanently deletes a specified task.

Infusionsoft

Make an API Call

Performs an arbitrary authorized API call.

Infusionsoft

Remove Applied Tags

Removes a list of tags from the given contact.

Infusionsoft

Remove Tag from Contacts

Removes a tag from a list of contacts.

Infusionsoft

Replace a File

Uploads a file to replace an existing one.

Infusionsoft

Retrieve a Contact

Retrieves a single contact.

Infusionsoft

Retrieve a File

Retrieves metadata about a specific file.

Infusionsoft

Retrieve an Appointment

Retrieves a specific appointment belonging to you.

Infusionsoft

Retrieve an Opportunity

Retrieves a single opportunity.

Infusionsoft

Retrieve an Order

Retrieves a single order.

Infusionsoft

Retrieve a Note

Retrieves a single note.

Infusionsoft

Retrieve a Tag

Retrieves a single tag.

Infusionsoft

Retrieve a Task

Retrieves a single task.

Infusionsoft

Retrieve Product

Retrieves a single product from your Infusionsoft account.

Infusionsoft

Retrieve Transaction

Retrieves a single transaction.

Infusionsoft

Update a Contact

Updates a contact with only the values provided in the request.

Infusionsoft

Update Task

Updates a task with only the values provided in the request.

Infusionsoft

Upload a File

Uploads a File.

Searches

Copper

List Activities

Lists all activities related to a connected account.

Copper

List Companies

Lists all companies related to a connected account.

Copper

List Company's Activities

Lists all activities for a selected company.

Copper

List Leads

Lists all leads related to a connected account.

Copper

List Lead's Activities

Lists all activities related to a connected account.

Copper

List Opportunities

Lists all opportunities related to a connected account.

Copper

List People

Lists all people related to a connected account.

Copper

List Person's Activities

Lists all activities of a selected person.

Copper

List Projects

Lists all projects related to a connected account.

Copper

List Tasks

Lists all tasks related to a connected account.

Copper

List Users

Lists all users related to a connected account.

Copper

View Opportunities Related to Person

Shows all opportunities related to the person with a selected ID.

Copper

View Records Related to Person

Shows all records related to the person with a selected ID.

Slack

List Files

Returns a list of files within the team.

Slack

List Channels

Returns a list of all channels in a workspace.

Slack

List Members in Channel

Retrieve members of a channel.

Slack

List Reminders

Lists all reminders created by or for a given user.

Slack

List Replies

Retrieves a thread of messages posted to a conversation.

Slack

List Users

Returns a list of all users in the workspace.

Slack

Search for Message

Returns messages matching a search query.

Infusionsoft

List All Emails Sent

Retrieves a list of emails that have been sent.

Infusionsoft

List Applied Tags

Retrieves a list of tags applied to a given contact.

Infusionsoft

List Appointments

Retrieves all your appointments.

Infusionsoft

List Campaigns

Retrieves all your campaigns.

Infusionsoft

List Contacts

Retrieves all your contacts optionally filtered by email, first name and last name.

Infusionsoft

List Custom Fields of Contacts

Retrieves a list of custom fields for contacts.

Infusionsoft

List Emails sent to Contact

Retrieves a list of emails that have been sent to a contact.

Infusionsoft

List Files

Retrieves a list of all files.

Infusionsoft

List Notes

Retrieves a list of all notes.

Infusionsoft

List Opportunities

Retrieves a list of all opportunities.

Infusionsoft

List Orders

Retrieves a list of all orders using the specified search criteria.

Infusionsoft

List Products

Retrieves a list of all products.

Infusionsoft

List Tagged Contacts

Retrieves a list of contacts that have the given tag applied.

Infusionsoft

List Tags

Retrieve a list of tags defined in the application.

Infusionsoft

List Tasks

Retrieves a list of all tasks using the specified search criteria

Infusionsoft

List Transactions

Retrieves a list transactions for a given contact.

Infusionsoft

Retrieve Commissions

Retrieves a list of commissions based on affiliate or date range.

Infusionsoft

Retrieve Order Transactions

Retrieves a list of all transactions on a given order using the specified search criteria.