When this happens...
Better ProposalsProposal Sent
Then do this...
SlackSend Private Channel Message

How unprofessional does it look when a prospect gets in touch and the rest of your sales team is out of the loop? Use this Zapier automation to keep everyone on the same page. Once this Zap is turned on, it will automatically send a private Slack message when a proposal is sent in Better Proposals. Now, your sales team can see the most up-to-date information without leaving Slack.

How this Better Proposals - Slack integration works

  1. A proposal is sent in Better Proposals
  2. Zapier sends a private Slack channel message

Apps involved

  • Better Proposals
  • Slack

Why Zapier?

Free

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Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Better Proposals + Slack and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
Proposal Paid

Triggers when a proposal is paid.

Send Direct Message

Send a direct message to a user or yourself from the Slackbot.

Proposal Opened

Triggers when a proposal is opened.

Send Channel Message

Post a new message to a specific #channel you choose.

Proposal Signed

Triggers when a proposal is signed.

Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

New Starred Message

Triggers when you star a message.

Create a Proposal

Creates a new proposal.

New Message Posted to Channel

Triggers when a new message is posted to a specific #channel you choose.

Set Channel Topic

Sets the topic on a selected channel.

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Become a Zapier Integration Partner

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

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.

See Slack Integrations