Bidsketch + Slack

Add viewed Bidsketch proposals to Slack as notifications

Have you ever spent hours writing a proposal, only to wonder if the client even read it? With this Zapier integration you'll know the moment they read your proposal. This integration will notify you inside Slack when your proposal gets viewed.

When this happens...
Proposal Viewed
Triggers each time a proposal is viewed by a client
TriggerInstant
automatically do this!
Send Channel Message
Post a new message to a specific #channel you choose. Can also schedule a message for later.
ActionWrite

Try this template

Supported triggers and actions

What does this mean?

New Client
Triggered when a client is created through the API or in the Bidsketch app
Trigger
Instant
Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
Trigger
Instant
New Proposal
Triggers when a proposal is saved for the first time.
Trigger
Instant
Proposal Sent to Client
Triggers each time a proposal is sent to a client
Trigger
Instant
Proposal Viewed
Triggers each time a proposal is viewed by a client
Trigger
Instant

Create Client
Creates a new client
Action
Write
Create Fee
Creates a new fee
Action
Write

Create a Proposal
This starts a new proposal
Action
Write

Slack
Triggers when a new message is posted to any public channel.
Instant
Trigger
Slack
Triggers whenever a new #channel is created.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #channel you choose.
Instant
Trigger
Slack
Triggers when a custom emoji has been added to a team.
Instant
Trigger
Slack
Triggers when a new file is uploaded to your workspace.
Instant
Trigger
Slack
Triggers when a username or highlight word is mentioned in a public #channel.
Instant
Trigger
Slack
Triggers when a new message is posted to a specific #private-channel or multi-dm.
Instant
Trigger
Slack
Triggers when you click the "Push to Zapier" button from a message in Slack.
Instant
Trigger
Slack
Triggers when a reaction (aka reactji) is added to a message in a public #channel.
Instant
Trigger
Slack
Triggers when you save a message.
Instant
Trigger
Slack
Triggers when a new Slack user is created / first joins your org.
Instant
Trigger
Slack
Adds a reminder for yourself or a teammate, just like the
Scheduled
Action
Slack
Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.
Scheduled
Action
Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
Scheduled
Action
Slack
Creates a new channel.
Scheduled
Action
Slack
Post a new message to a private channel you choose. Can also schedule a message for later.
Scheduled
Action
Slack
Sets the topic on a selected channel.
Scheduled
Action
Slack
Update basic profile fields such as name or title
Scheduled
Action
Slack
Sets your Slack status to the given text and emoji.
Scheduled
Action
Slack
Finds a Slack message using the Slack Search feature.
Scheduled
Action
Slack
Finds a user by matching against their email instead of their username.
Scheduled
Action
Slack
Finds a user by their ID.
Scheduled
Action
Slack
Finds a user by matching against their real name instead of their username.
Scheduled
Action
Slack
Finds a user by their username.
Scheduled
Action

About Bidsketch

Bidsketch helps you create professional proposals in minutes.

Related categories

Proposal & Invoice Management

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About Slack

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