Send Slack channel messages when new proposals are accepted in Bonsai
Easily stay informed about accepted proposals in Bonsai with this seamless workflow. When a proposal is accepted in the Bonsai app, this automation will instantly send a channel message in Slack, ensuring your team is always in the loop. Streamline your communication and enhance collaboration with this efficient integration.
Easily stay informed about accepted proposals in Bonsai with this seamless workflow. When a proposal is accepted in the Bonsai app, this automation will instantly send a channel message in Slack, ensuring your team is always in the loop. Streamline your communication and enhance collaboration with this efficient integration.
- When this happens...Proposal Accepted
Triggers when a proposal is accepted by the client.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title