# Copperx AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Copperx with a scoped API key and helps you process payments and reconcile transactions, running 3 Copperx actions for you like Create Invoice, Create Customer, and List Customer Id Options. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Copperx and reports back. Setup takes about two minutes. - Tool: Copperx - Category: Sales & CRM - Connection: API key - Actions available: 3 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/copperx ## What can you ask Viktor to do in Copperx? - "Pull yesterday's transactions from Copperx and flag anything unusual." - "Find the failed payments in Copperx and draft reminder emails to those customers." - "Watch Copperx for a failed payment and alert me with the customer context." - "Summarize this week's revenue from Copperx for the Monday standup." ## What can Viktor do in Copperx? (3 actions) - **List Customer Id Options** - Retrieves available options for the Customer Id field. - **Create Invoice** - Create a new invoice. - **Create Customer** - Create a new customer. ## How does Viktor work with Copperx? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Copperx with an API key - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Copperx actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Copperx AI agent? A Copperx AI agent is an AI that connects to your Copperx account and completes work in it - it doesn't just answer questions about Copperx, it takes the actions. Viktor is that agent: an AI employee that works in Copperx on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Copperx actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Copperx Payment APIs for Web3 businesses. Start accepting crypto and fiat payments with a single API via Recurring billing, Checkout and Invoicing. ## Security and permissions - Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time. - Review-first approvals: sensitive Copperx actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Copperx? Yes. Copperx is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Copperx from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Copperx to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Copperx, then paste an API key from your Copperx account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes. ### What can Viktor do in Copperx? Viktor can run 3 Copperx actions, including Create Invoice, Create Customer, and List Customer Id Options - and chain them with other tools in a single request. In practice that means Viktor helps you process payments and reconcile transactions. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Copperx? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Copperx actions to take, runs them, and reports back. ### Is my Copperx data secure with Viktor? Yes. Viktor connects to Copperx with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Copperx integration cost? Nothing extra - every integration, including Copperx, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Copperx together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Copperx, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Copperx together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.