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Bidsketch + Slack

Add approved Bidsketch proposals to Slack as notifications

Following up with a client once your proposal has been approved is critical. This Zapier integration ensures you know the instant your deal has been accepted by notifying you inside Slack.

Following up with a client once your proposal has been approved is critical. This Zapier integration ensures you know the instant your deal has been accepted by notifying you inside Slack.

  1. When this happens...
    BidsketchBidsketch
    Proposal Accepted or Declined

    Triggers when a proposal is either accepted or declined

    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

  • Bidsketch triggers, actions, and search

    New Client

    Triggered when a client is created through the API or in the Bidsketch app

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

    New Proposal

    Triggers when a proposal is saved for the first time.

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

    Proposal Viewed

    Triggers each time a proposal is viewed by a client

    Trigger
    Instant
    Try It
    • NameRequired

    • AmountRequired

    • Fee TypeRequired

    • DescriptionRequired

    • Unit

    • Quantity

    • Category

    Action
    Write
    • Status

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

    Proposal Sent to Client

    Triggers each time a proposal is sent to a client

    Trigger
    Instant
    Try It
    • First NameRequired

    • Last NameRequired

    • Email AddressRequired

    • Company Name

    • Phone Number

    • Alternate Phone Number

    • Website

    • Address Street

    • Address Street 2

    • Address City

    • Address State

    • Address Country

    • Address Zip Code

    • Notes

    Action
    Write
    • Template

    • NameRequired

    • Client EmailRequired

    • Client's First NameRequired

    • Client's Last NameRequired

    • Description

    • Client's Company Name

    • Client's Phone Number

    Action
    Write
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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

Triggers & Actions