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Better Proposals + Slack

Send Slack messages for every paid proposal in Better Proposals

Boost team communication with this workflow that springs into action when a proposal is paid in Better Proposals. It triggers a channel message in Slack, ensuring your team stays informed about every successful proposal. This streamlined process spares you from manual updates, letting your team focus on what they do best. Elevate your efficiency and stay on top of your successful transactions with this simple, yet effective automation.

Boost team communication with this workflow that springs into action when a proposal is paid in Better Proposals. It triggers a channel message in Slack, ensuring your team stays informed about every successful proposal. This streamlined process spares you from manual updates, letting your team focus on what they do best. Elevate your efficiency and stay on top of your successful transactions with this simple, yet effective automation.

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

    Triggers when a proposal is paid.

    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
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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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