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Proposify + Slack

Send new Slack messages when a Proposify proposals are viewed

With the power of Zapier at your beck and call, finally your entire team can be notified the moment a client views any of your proposals. After setting up this Zap, Zapier will automatically send a message to your Slack channel of choice any time your client opens up your proposal. You'll know when a proposal is that much closer to being signed!

With the power of Zapier at your beck and call, finally your entire team can be notified the moment a client views any of your proposals. After setting up this Zap, Zapier will automatically send a message to your Slack channel of choice any time your client opens up your proposal. You'll know when a proposal is that much closer to being signed!

  1. When this happens...
    ProposifyProposify
    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.

Related categories

  • Proposal & Invoice Management
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Related categories

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