Bidsketch + Slack
Send Slack messages when Bidsketch proposals are sent
Want the entire team on Slack to know when those Bidsketch proposals finally get sent out? Zapier automation can handle alerts like that easily. Set up this Zap and we'll do the rest, automatically sending out a Slack message with all the details from every proposal sent from Bidsketch.
Want the entire team on Slack to know when those Bidsketch proposals finally get sent out? Zapier automation can handle alerts like that easily. Set up this Zap and we'll do the rest, automatically sending out a Slack message with all the details from every proposal sent from Bidsketch.
- When this happens...Proposal Sent to Client
Triggers each time a proposal is sent to a client
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst 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
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
