Connect Copper to Microsoft Teams

Use 3 documented Copper triggers to run 12 documented Microsoft Teams actions.

3 source triggers

12 target actions

Reverse direction supported

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Why Connect Copper & Microsoft Teams?

Start with a Copper event

Choose from 3 documented triggers, including New Lead (Instant), New Opportunity (Instant), New Person (Instant).

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Copper

Triggers (3)

New Lead (Instant)

Emit new event when a new lead is created in Copper

webhook

New Opportunity (Instant)

Emit new event when a new opportunity is created in Copper

webhook

New Person (Instant)

Emit new event when a person object is newly created in Copper

webhook

Actions (6)

Associate to Project

Relates an existing project with an existing CRM object. See the documentation

Create or Update Person

Creates a new person or updates an existing one based on email address. See the documentation

Create or Update Project

Creates a new project or updates an existing one based on the project name. See the documentation

Get Object

Retrieves an existing CRM object. See the documentation

List Object Type Options

Retrieves available options for the Object Type field.

List Tags Options

Retrieves available options for the Tags field.

Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

polling

New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

polling

New Chat

Emit new event when a new chat is created. See the documentation

polling

New Chat Message

Emit new event when a new message is received in a chat. See the documentation

polling

New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

polling

New Team Member

Emit new event when a new member is added to a team. See the documentation

polling

Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

3 documented Copper triggers

12 documented Microsoft Teams actions

Configurable field mapping

Conditional workflow steps

Execution monitoring

A supported Microsoft Teams to Copper direction

Capability Examples

Copper trigger → Microsoft Teams action

Catalog example

Copper

New Lead (Instant)

Microsoft Teams

Create Channel

Microsoft Teams trigger → Copper action

Reverse direction

Microsoft Teams

New Channel

Copper

Associate to Project

How It Works

Connect Apps

Authenticate your Copper and Microsoft Teams accounts

Choose a Trigger

Select a documented Copper event

Choose an Action

Select the documented Microsoft Teams operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 3 documented Copper triggers.

Automated Actions

Run one of 12 documented Microsoft Teams actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

Reverse Integration Available

Also connect Microsoft Teams to Copper for bidirectional automation

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All Microsoft Teams Integrations

Explore all available Microsoft Teams connections

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Connect Copper to Microsoft Teams

Why Connect Copper & Microsoft Teams?

Start with a Copper event

Run a Microsoft Teams action

Map and review the workflow

Available Triggers & Actions

Copper

Triggers (3)

Actions (6)

Microsoft Teams

Triggers (6)

Actions (12)

Integration Features

Capability Examples

Copper trigger → Microsoft Teams action

Microsoft Teams trigger → Copper action

How It Works

Connect Apps

Choose a Trigger

Choose an Action

Test and Review

Frequently Asked Questions

Is the Copper to Microsoft Teams direction supported?

Which Copper triggers are available?

Which Microsoft Teams actions are available?

Can I also connect Microsoft Teams to Copper?

Integration Benefits

Trigger-driven Workflows

Automated Actions

Provider Authentication

Guided Configuration

Field Mapping

Execution Review

Reverse Integration Available

All Copper Integrations

All Microsoft Teams Integrations

Popular Integrations

More Microsoft Teams Integrations

Ready to Connect Copper & Microsoft Teams?