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Send Bonsai proposal view notifications to a Slack channel

  1. When this happensStep 1: Proposal Viewed

  2. Then do thisStep 2: Send Channel Message

Staying up-to-date with your leads activity is key to closing more deals. Knowing when a lead consults a proposal and sharing it with your team through Slack can come handy in helping you and your team reach out at the right time. This Zapier integration helps you do just that.

How this Bonsai-Slack integration works

  1. A proposal is viewed on Bonsai
  2. A notification is shared to a Slack channel

Apps involved

  • Bonsai
  • Slack
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Connect Bonsai + Slack in Minutes

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

All Triggers & Actions

InstantContract Signed

Triggers when a contract is signed by your contact (client or contractor).

InstantInvoice Paid

Triggers when an invoice is paid.

InstantProposal Accepted

Triggers when a proposal is accepted by the client.

Add Reminder

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

Send Channel Message

Post a new message to a specific #channel you choose. Can also schedule a message for later.

InstantContract Viewed

Triggers when a contract is viewed.

InstantInvoice Viewed

Triggers when an invoice is viewed by the client.

InstantProposal Viewed

Triggers when a proposal is viewed by the client.

Invite User To Channel

Invite an existing User to an existing Channel. You must be a member of the channel to invite someone to it.

Send Direct Message

Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

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