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Quickly connect CoPilot AI to Slack with a Zapier template.

Our most popular template

Send channel messages in Slack when new lead replies are received in CoPilot AI
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CoPilot AI + Slack
Send channel message in Slack for every new meeting booked in CoPilot AI
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CoPilot AI + Slack

Send channel messages in Slack when new lead replies are received in CoPilot AI

Details

Try it

CoPilot AI + Slack

Send channel message in Slack for every new meeting booked in CoPilot AI

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CoPilot AI + Slack

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

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Zapier makes it easy to integrate CoPilot AI with Slack - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead Connected" from CoPilot AI.

Add your action

An action happens after the trigger—such as "Add Reminder" in Slack.

You’re connected!

Zapier seamlessly connects CoPilot AI and Slack, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead Connected
Triggers when a new lead has connected with you.
Trigger
Instant
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Meeting Booked
Triggers when a contact is marked as meeting booked
Trigger
Instant
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New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- Channel
  Required
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

Lead Replied
Triggers when a lead has replied.
Trigger
Instant
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- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

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Customers who say using Zapier has made them better at their job

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect CoPilot AI and Slack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Slack on the Zapier blog

Make work flow with AI

Level up your CoPilot AI to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CoPilot AI + Slack integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with CoPilot AI and Slack

How do I integrate CoPilot AI with Slack?

To integrate CoPilot AI with Slack, you will need to create a workflow using our platform. Start by selecting CoPilot AI and Slack as your chosen apps, then authenticate your accounts. Configure the specific triggers in CoPilot AI, such as when new data is captured, and set actions in Slack, like sending a channel message.

What triggers and actions are available for CoPilot AI and Slack integration?

In the integration between CoPilot AI and Slack, some useful triggers include 'New Task Created' or 'Lead Updated' in CoPilot AI. Corresponding actions in Slack might include 'Post a Message', 'Send Direct Message', or 'Add Reminder'. You can customize these to fit your workflow needs.

Can I send automated messages from Copilot AI to a specific Slack channel?

Yes, you can configure the integration to send automated messages to a specific Slack channel whenever certain conditions in CoPilot AI are met. Set up an action for the trigger that posts directly to your selected channel.

Is it possible to receive notifications on Slack when there are updates from my leads in CoPilot AI?

Absolutely! By setting up triggers such as 'Lead Status Changed' in CoPilot AI, you can automate notifications to be sent directly to your selected Slack channels or via direct message when there's an update.

How do I ensure only specific notifications are sent from CoPilot AI to my team on Slack?

Customize your triggers carefully by setting conditions within our platform that specify which events should prompt a message to be sent through Slack. This way, only relevant updates reach your team.

Can we customize what information from CoPilot AI gets posted into our Slack channels?

Yes, you have the flexibility to select what information is included in messages by mapping data fields from CoPilot AI to the content of your Slack messages during setup.

Is it necessary for all my team members on Slack to have access rights on Copilot AI for this integration?

Not necessarily. While only authenticated users can set up or modify integrations on our platform, any team member who is part of specified channels can receive updates without having direct access rights on Copilot AI.

About CoPilot AI

CoPilot AI is a contact management solution for building your sales pipeline and uncovering hidden revenue with social lead generation.

HelpHelp

Related categories

Contact Management

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn moreLearn moreHelpHelp

Related categories

Team Chat

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Connect CoPilot AI and Slack to unlock the power of automation

Set up your first integration

Send channel messages in Slack when new lead replies are received in CoPilot AI

Send channel message in Slack for every new meeting booked in CoPilot AI

Send channel messages in Slack when new lead replies are received in CoPilot AI

Send channel message in Slack for every new meeting booked in CoPilot AI

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect CoPilot AI and Slack to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Slack on the Zapier blog

Automatically send a Slack message for new Google Sheets activity

How to automatically summarize Slack threads

Automatically set your Slack channel topic

Make work flow with AI

Frequently Asked Questions about CoPilot AI + Slack integrations

Connect CoPilot AI to Slack on the world's largest no-code automation platform