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Better Proposals + Slack

Send Slack channel messages for newly signed better proposals.

Stay informed and celebrate wins with this automation that sends a message to a Slack channel whenever a proposal is signed in Better Proposals. Keep your team updated on important milestones and instantly share successes without the need for manual updates. Save time, improve communications, and maintain a positive team atmosphere with this streamlined workflow.

Stay informed and celebrate wins with this automation that sends a message to a Slack channel whenever a proposal is signed in Better Proposals. Keep your team updated on important milestones and instantly share successes without the need for manual updates. Save time, improve communications, and maintain a positive team atmosphere with this streamlined workflow.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Signed

    Triggers when a proposal is signed.

    TriggerScheduled
  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?
  • Better Proposals triggers, actions, and search

    New Proposal

    Triggers when a new proposal is created.

    Trigger
    Scheduled
    Try It
    • Trigger for Bot Messages?

    Trigger
    Instant
    Try It
    • CompanyRequired

    • Short Description

    • Brand

    • Cover

    • Template

    • Currency

    • Add Tax to the Proposal?

    • Tax Name (e.g. VAT, IVA, GST)

    • Tax Percentage

    • Recipient First Name

    • Recipient Last Name

    • Recipient Email Address

    • Eligible to Sign

    Action
    Write
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.

Related categories

  • Proposal & Invoice Management
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