Sign inGet started
Docs
Get started

Automate tasks across Copper with ProfitWell

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Copper and ProfitWell talk.
Here are some common ways to automate work between them.

Send a ProfitWell notification when Copper receives a high-priority item.Try now
Create a ProfitWell follow-up from new qualified activity in Copper.Try now
Copy new customer details from Copper into ProfitWell.Try now
Update the matching ProfitWell item when a Copper status changes.Try now
Start a review in ProfitWell when Copper flags an exception.Try now
Summarize new Copper activity and save it in ProfitWell.Try now

How Cirra automates work

MindCloud Cirra gives your workplace superpowers.
Use her to powerhouse through your Copper and ProfitWell work.

Connect your Copper and ProfitWell. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Every action you need

Access 28 actions between Copper and ProfitWell.
Can’t find an action you need? Let us know.

Get API StatusRun a get API status action in ProfitWell.Get Company SettingsRun a get company settings action in ProfitWell.Anonymize Customer By EmailRun an anonymize customer by email action in ProfitWell.Anonymize Customer By IDRun an anonymize customer by ID action in ProfitWell.Exclude Customer From MetricsRun an exclude customer from metrics action in ProfitWell.Retrieve Customer By IDRun a retrieve customer by ID action in ProfitWell.Search CustomersRun a search customers action in ProfitWell.Create Customer EventCreate customer event in ProfitWell.Create Or Update Customer TraitCreate or update customer trait in ProfitWell.Get Customer TraitsRun a get customer traits action in ProfitWell.Remove Customer TraitRemove customer trait in ProfitWell.Remove Trait CategoryRemove trait category in ProfitWell.Get Daily MetricsRun a get daily metrics action in ProfitWell.Get Monthly MetricsRun a get monthly metrics action in ProfitWell.Create PlanCreate plan in ProfitWell.

Frequently asked questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Copper and ProfitWell.

MindCloud connects Copper and ProfitWell so teams can automate handoffs, updates, alerts, and record changes without building one-off scripts.

Connect all of your apps, not just some of them.

You can't automate business processes end-to-end if you can only connect to half of them.

Request an inviteJoin the early access list for the app network built to cover the workflows your business actually runs.Talk to an expertWork with a MindCloud specialist to map the systems, actions, and automations your team needs next.Get updatesFollow new app coverage, product launches, and practical integration notes from the MindCloud team.