Copper and Mailjet automations

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

123 scenarios

Emails from Mailjet turn into tasks in Copper
Starred Mailjet emails become Copper tasks
New emails from Mailjet become tasks in Copper
Emails from Mailjet become tasks in Copper
Emails from Mailjet become tasks in Copper
Labeled emails from Mailjet become tasks in Copper
Emails from Mailjet turn into tasks in Copper
Flagged emails turned into tasks
Emails in Mailjet turn into Copper tasks
New Copper contacts — into Mailjet audiences
Contacts from Copper into Mailjet audiences
Website leads greeted — email, CRM, team alert
Deal notes from emails — into your CRM automatically
Form leads straight into the CRM
An instant personal reply to every new lead
A form request into a tracker issue
Route each new order into your CRM, invoices, and mailing list
Support email sorts itself and becomes tasks
A daily overdue-tasks report in your inbox
The sprint report — it goes out to stakeholders on its own
All work accounts for a new hire from one form
Lead scoring and routing: hot leads straight to sales
Urgent tasks that don't stall
Enriching leads with contacts — drop a sheet, get a filled CRM
Candidate shortlisting, emails and screening tasks
Leads scored and routed to a rep — straight from the form
Unpaid-invoice control: task and email — on their own
Inbound leads scored, with alerts and draft replies for the hot ones
Win back abandoned Shopify carts by email and in CRM
A personalized sales proposal from a table row, ready and sent
A prospect list with contacts — automatically
Requests from Notion — into Copper tasks with a team notice
New-lead handling: CRM entry, team alert and reminder
Meeting notes — into tasks, participant emails and a summary
Triaged support: replies and bug tickets
Lead verification and CRM sync — straight from a JotForm form
Time-based invoices and missing-hours reminders in one run
Cold deals close themselves — and bring back feedback
Tickets prioritized by importance, tasks created for you
A daily sprint and time-tracking report, by email
Smart auto-replies to routine emails
Data-load failure monitoring with tasks and alerts
Stuck tickets, followed up automatically
Deal-matched materials — sent automatically by CRM stage
A follow-up email after a canceled meeting — automatically
Release notes — ready the moment a version ships
Open-house visitors into your CRM and into an email, right after the visit
Bug reports turned into proper tickets
Properties with owner contacts — daily to your CRM and email
Client onboarding from a single form: folder, contact, channel, tasks
Team-capacity tracking with over-allocation alerts
Interview bookings — call, task and emails assembled automatically
Requests routed to the right team — sorted automatically
Urgent emails from key clients, turned straight into tasks
New-issue triage: task, notification, reply to the author, and a logged row
A daily briefing by email: tasks and meetings in one message
Polite candidate rejections sent by email, with the task closed
Smart lead routing to reps — instant, with no manual assignment
Smart support triage with Copper
Contract renewal reminders: an email to the client, a task for the rep
A brief on the counterpart's company before a call
Client renewal reminders — ahead of time
Capture and route leads from every channel
Critical bugs from testing escalated straight to tickets and engineering chat
Morning briefs for your meetings — who and where from
Cold outreach with personal emails and CRM logging
A daily launch digest — with a task for each notable one
Automatic follow-ups on stalled deals
Automatic lead qualification in Copper
A daily numbers summary — to chat and email
CRM data quality audit, delivered to your inbox
Re-engage stalled leads with a ready-made email
Cross-tool task dependencies, reconciled every night
A brief on the person and their company before a call
B2B prospect search and personal outreach — on autopilot
Turn website chat into qualified leads in your CRM
Data-quality watch that alerts only on real issues
Client onboarding from a questionnaire: project, tasks, channel, email, CRM
CRM deals synced to a sheet, with a daily email summary
Deal contacts — discovered and enriched automatically
Welcome new clients and assign managers — right after the deal closes
A competitor cheat sheet right in the Copper deal card
Meeting prep that arrives on its own — contact, deals, company and talking points
Re-engaging quiet clients — weekly, without manual tracking
Client onboarding after a won deal
Website lead scoring — a task for the rep only on the strong ones
Tasks and a recap email after a meeting — from one yes
Content ideas from your audience's real pain points
Release notes from closed tasks — published everywhere at once
Client onboarding from a single form: project, tasks, contract, channel
Call summaries, tasks and follow-ups, automatically
Route change requests by the rules — no manual triage
A daily goals report: what's on plan and what's behind
Reorder recommendations from your stock table — automatically
A chat that captures the lead and books the demo
A morning traffic summary for your site — in plain words
Change request routing: tickets, audit trail and notifications
Daily task summaries and a weekly report by email
Tell customers their bug is fixed — the moment the issue closes
Early warning for a reputation crisis