Nusii Proposals + Slack
Send Slack messages when proposals are viewed in Nusii Proposals
Stay on top of your proposals effortlessly with this streamlined workflow. Whenever a proposal is viewed in Nusii Proposals, this automation will instantly fire off a message in your designated Slack channel. This ensures your team is always updated, helping you streamline your proposal management process and enhance collaboration.
Stay on top of your proposals effortlessly with this streamlined workflow. Whenever a proposal is viewed in Nusii Proposals, this automation will instantly fire off a message in your designated Slack channel. This ensures your team is always updated, helping you streamline your proposal management process and enhance collaboration.
- When this happens...Proposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Client Created
Triggers when a client is created.
Try ItProposal Viewed
Triggers when a client views a proposal. Be aware that this trigger only works for Active Proposals with status: pending.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent.
Try It
Proposal Accepted
Triggers when a proposal is accepted.
Try ItProposal Charged
Triggers when a proposal is charged.
Try ItProposal Rejected
Triggers when a proposal is rejected.
Try ItEmailRequired
Role
First NameRequired
Surname
Business Name
Telephone
Locale
Currency
Street Address
Postcode
City
Country
State
Website
PDF Page Size
Notes
