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About this Applet
Receive instant mobile alerts for new sales opportunities. This Applet runs when a new lead is created in Copper and sends a push notification from the IFTTT app to your devices. It's useful for sales reps and teams who want real-time visibility into Copper leads so they can follow up quickly. Note: Install the IFTTT app on the device(s) where you want to receive notifications.
If
Trigger ingredients
LeadId
LeadName
LeadEmail
LeadPhone
CompanyName
Title
Status
MonetaryValue
CreatedAt
Then
Action fields
message
high_priority
Services used in this Applet
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Create your own Notifications and Copper workflow
Create custom workflows effortlessly by selecting triggers, queries, and actions. With IFTTT, it's simple: “If this” trigger happens, “then that” action follows. Streamline tasks and save time with automated workflows that work for you.
14 triggers, queries, and actions
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new lead is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new opportunity (deal) is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new person (contact) is created in your Copper account.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Send a notification from the IFTTT app
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a notification to your devices from the IFTTT app.
Send a rich notification from the IFTTT app
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a rich notification to your devices from the IFTTT app. Rich notifications may include a title, image, and link that opens in a browser or installed app.
Send a rich notification to the IFTTT mobile widget
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a rich notification to IFTTT mobile widget installed on your devices. Rich notifications may include a title, image, and link that opens in a browser or installed app.
Create a lead
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new lead in your Copper account from the details you provide.
Create a person
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new person (contact) in your Copper account from the details you provide.
Create a task
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new task in your Copper account from the details you provide.
Create an opportunity
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will create a new opportunity (deal) in your Copper account from the details you provide.
Find a company
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a company from your Copper account matched by its email domain.
Find a person
Query
A query lets your Applet retrieve extra data that isn't included in the trigger, so that your automation can include more complete or useful information.
This query returns a person (contact) from your Copper account matched by email address.
New lead created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new lead is created in your Copper account.
New opportunity created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new opportunity (deal) is created in your Copper account.
New person created
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when a new person (contact) is created in your Copper account.
Opportunity close date approaching
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires a set number of days before an open opportunity's expected close date, so you can follow up before the deal is due to close.
Opportunity status changed
Polling trigger
Polling Applets run after IFTTT reaches out to the trigger service and finds a new trigger event. These trigger checks occur every 5 minutes for Pro and Pro+ users, and every hour for Free users.
This trigger fires when an opportunity's status changes, for example when a deal is marked won, lost, or abandoned. Other edits to an opportunity don't fire it.
Send a notification from the IFTTT app
Action
An action is the task your Applet carries out after the trigger occurs. It defines what happens as the result of your automation and completes the workflow.
This action will send a notification to your devices from the IFTTT app.
Build an automation in seconds!
If
Select a trigger the automation will use
New lead created
New opportunity created
New person created
Opportunity close date approaching
Opportunity status changed
Then
Select an action the automation will perform
Create a lead
Create a person
Create a task
Create an opportunity
Send a notification from the IFTTT app
Send a rich notification from the IFTTT app
Send a rich notification to the IFTTT mobile widget
You can add delays, queries, and more actions in the chat.
More on Notifications and Copper
About Notifications
Notifications work seamlessly on any Android or iOS device with the IFTTT app installed. Get the information you want, when you want it.
About Copper
Copper is a customer relationship management platform built for service businesses that run on relationships. It brings contacts, sales pipelines, project delivery, email, tasks, and reporting into one place so teams stop switching between tools, and it works natively inside Google Workspace, living alongside Gmail, Calendar, and Drive. Visit copper.com.