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Better Proposals + Slack

Send Slack channel messages for new signed proposals in Better Proposals

Stay informed about newly signed proposals without constantly checking Better Proposals. With this simple automation, whenever a proposal is signed in Better Proposals, a message will be sent to the specified Slack channel. Keep the entire team updated and streamline your communication, allowing you to focus on closing more deals.

Stay informed about newly signed proposals without constantly checking Better Proposals. With this simple automation, whenever a proposal is signed in Better Proposals, a message will be sent to the specified Slack channel. Keep the entire team updated and streamline your communication, allowing you to focus on closing more deals.

  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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