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Automate tasks across Copper with Relevance AI

Trigger
Action

Businesses automate real work through MindCloud every day.

Automate your first task

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

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

How Cirra automates work

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

Connect your Copper and Relevance AI. 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 30 actions between Copper and Relevance AI.
Can’t find an action you need? Let us know.

Add Tool to AgentAdd tool to agent in Relevance AI.Delete AgentDelete agent in Relevance AI.Get AgentRun a get agent action in Relevance AI.List AgentsRun a list agents action in Relevance AI.Remove Tool from AgentRemove tool from agent in Relevance AI.Upsert AgentRun an upsert agent action in Relevance AI.Retrieve Knowledge Set RowsRun a retrieve knowledge set rows action in Relevance AI.List Knowledge SetsRun a list knowledge sets action in Relevance AI.Get Agent Trigger MessageRun a get agent trigger message action in Relevance AI.Get Workforce Task MessagesRun a get workforce task messages action in Relevance AI.View Task StepsRun a view task steps action in Relevance AI.Approve TaskRun an approve task action in Relevance AI.Delete TaskDelete task in Relevance AI.Get Task MetadataRun a get task metadata action in Relevance AI.Get Task Output PreviewRun a get task output preview action in Relevance AI.

Frequently asked questions

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

MindCloud connects Copper and Relevance AI 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.