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Proposify + Slack

Send direct messages in Slack for new proposals sent in Proposify

Effortlessly streamline your process and enhance team coordination with this Proposify to Slack workflow. As soon as a proposal is dispatched in Proposify, a corresponding direct message is instantly sent in Slack. This level of transparency keeps everyone in your team up-to-date about proposal movements, promoting more efficient teamwork and fluid project oversight.

Effortlessly streamline your process and enhance team coordination with this Proposify to Slack workflow. As soon as a proposal is dispatched in Proposify, a corresponding direct message is instantly sent in Slack. This level of transparency keeps everyone in your team up-to-date about proposal movements, promoting more efficient teamwork and fluid project oversight.

  1. When this happens...
    ProposifyProposify
    Proposal Sent

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

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    ActionWrite
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Supported triggers and actions

  • 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
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About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.
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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

Triggers & Actions