How to Share Copper Project Details to Slack Channel Using Pabbly Connect

Learn how to integrate Copper with Slack using Pabbly Connect to share project details seamlessly. Follow this step-by-step tutorial for effective automation. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To begin sharing Copper project details to a Slack channel, you need to access Pabbly Connect. Start by visiting the Pabbly website at pabby.com, where you can either sign in or create a new account. If you are a new user, simply click on the ‘Sign Up Free’ button to set up your account and receive free tasks every month.

Once you are logged in, navigate to the all apps section and select Pabbly Connect. This will bring you to the dashboard where you can create a new workflow for integrating Copper with Slack.

2. Creating a Workflow in Pabbly Connect

After accessing Pabbly Connect, you will need to create a new workflow. Click on the plus sign to start a new workflow and name it appropriately, such as ‘Copper to Slack Integration’. This name can be customized to meet your preferences.

• Click on the plus sign to create a new workflow.
• Enter a name for your workflow.
• Click on ‘Create’ to proceed.

Once you have named your workflow, you will see a trigger window and an action window. The trigger is the event that starts the workflow, while the action is what happens as a result. In this case, the trigger will be a new project created in Copper, which will automatically send details to Slack.

3. Setting Up the Copper Trigger in Pabbly Connect

To set up the trigger, select Copper as the application and choose the trigger event as ‘New Project’. Click on ‘Connect’ and then add a new connection using your Copper API key and email address. Follow the instructions provided to generate an API key in your Copper account. using Pabbly Connect

After generating the API key, paste it into Pabbly Connect along with your Copper account email. Click on ‘Save’ to establish the connection. Once connected, click on ‘Save and Send Test Request’ to capture the response from Copper.

4. Fetching Project Details from Copper

After successfully sending the test request, you will need to fetch the project details. To do this, add another action step within Pabbly Connect and select Copper again. This time, choose the action event as ‘Fetch a Project by ID’.

• Select ‘Fetch a Project by ID’ as the action event.
• Map the project ID from the trigger response.
• Click ‘Save and Send Test Request’ to retrieve project details.

Once you have the project details, you can proceed to share them on the Slack channel. Make sure to check that all necessary details are included in the response before moving on to the next step.

5. Integrating Slack with Pabbly Connect

Now that you have the project details, it’s time to integrate Slack. Add another action step in Pabbly Connect and select Slack as the application. Choose the action event as ‘Send Channel Message’. Connect your Slack account by clicking on ‘Add New Connection’ and entering the required token type.

After connecting to Slack, select the channel where you want the message to be sent. You can create a new channel if necessary. Enter the message content, including project name, description, and status. Once everything is set, click on ‘Save and Send Test Request’ to send the message to your Slack channel.

Conclusion

In this tutorial, we’ve demonstrated how to use Pabbly Connect to integrate Copper with a Slack channel to automatically share project details. By following these steps, you can streamline your workflow and keep your team updated in real time. Automating this process not only saves time but also enhances team collaboration.