Copper and Devino automations

Ready-made scenarios where Copper and Devino work for you: pick one — a copy appears in your account and runs on its own.

160 scenarios

Completed Copper tasks — posted to Devino
Contacts from Copper into Devino audiences
New Copper contacts — into Devino audiences
Incident alerts — to everyone, everywhere at once
Website leads greeted — email, CRM, team alert
Email validation for new CRM contacts
A booked meeting — a CRM task and a reminder
Website check for new HubSpot companies
Validating new contacts for dead addresses
Form leads straight into the CRM
An instant personal reply to every new lead
A form request — a tracker task and a team alert
A daily birthday reminder to your messenger
Support email sorts itself and becomes tasks
Route each new order into your CRM, invoices, and mailing list
A form request into a tracker issue
A daily overdue-tasks report in your inbox
New deals routed automatically — to the team, table, and slides
The sprint report — it goes out to stakeholders on its own
A landing-page lead — into CRM, a task and chat at once
A weekly leads-and-deals report — to your messenger
All work accounts for a new hire from one form
Unpaid-invoice control: task and email — on their own
Which channel brings deals — a per-source breakdown in devino
Meeting notes turned into tasks and a summary
Leads scored and routed to a rep — straight from the form
Urgent tasks that don't stall
Enriching leads with contacts — drop a sheet, get a filled CRM
Automatic bug triage: priority, ticket, team alert
Candidate shortlisting, emails and screening tasks
Lead scoring and routing: hot leads straight to sales
A task and an alert on every deal move in your CRM
A morning task plan from Copper to devino
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
Onboarding a hire from a form: chats, a task and access
Incoming messages routed to the right team
Requests from Notion — into Copper tasks with a team notice
Fast-track VIP support tickets — instant task and alert
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Customer-feedback triage with tickets — automatically
Tickets prioritized by importance, tasks created for you
A morning briefing of today's tasks in your chat
Lead verification and CRM sync — straight from a JotForm form
Cold deals close themselves — and bring back feedback
An idea from your notes into a ready plan to approve
Time-based invoices and missing-hours reminders in one run
Bug reports turned into proper tickets
A daily sprint and time-tracking report, by email
Open-house visitors into your CRM and into an email, right after the visit
Release notes — ready the moment a version ships
Data-load failure monitoring with tasks and alerts
A follow-up email after a canceled meeting — automatically
Deal-matched materials — sent automatically by CRM stage
Stuck tickets, followed up automatically
Smart auto-replies to routine emails
Urgent tickets become tasks and an instant team alert
Properties with owner contacts — daily to your CRM and email
Compare each proposal against your winners and find the gaps
Sales cycle analysis and recommendations — automatic
Requests routed to the right team — sorted automatically
Interview bookings — call, task and emails assembled automatically
Team-capacity tracking with over-allocation alerts
High-value lead alerts — to chat, sheet and calendar
Client onboarding from a single form: folder, contact, channel, tasks
Polite candidate rejections sent by email, with the task closed
Scoring and routing leads from form submissions
New-issue triage: task, notification, reply to the author, and a logged row
Smart support triage with Copper
Contract renewal reminders: an email to the client, a task for the rep
A daily briefing by email: tasks and meetings in one message
Smart lead routing to reps — instant, with no manual assignment
Payment dispute alerts with automatic task creation
Hiring spikes at your accounts — straight to team chat
Morning briefs for your meetings — who and where from
Capture and route leads from every channel
Cold outreach with personal emails and CRM logging
Critical bugs from testing escalated straight to tickets and engineering chat
A daily access check: two-factor and stale keys
Meeting attendance: a log, the late list and a summary in your chat
Release notes, a QA task and team alerts — straight from a version tag
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Stock sentiment from social media — into tasks and alerts
Automatic lead qualification in Copper
CRM data quality audit, delivered to your inbox
Collect client reviews and summarize them to chat automatically
A daily numbers summary — to chat and email
A daily launch digest — with a task for each notable one
Re-engage stalled leads with a ready-made email
Error-log watch with automatic tickets
Ticket triage and escalation with response-time control
Enrich leads and get alerts on strong ones
Failed-login detection with tickets and alerts
A client deck built from a call recording — automatically
Automatic follow-ups on stalled deals
Jira epic health tracking with risk alerts