Cacheflow + Slack + Filter by Zapier

Send Slack channel messages for newly signed Cacheflow proposals

When a new proposal is signed in Cacheflow, this template will automatically send a custom channel message in Slack. This template gives your sales team immediate feedback, so they can celebrate wins.

When this happens...
Proposal EventTriggers when a proposal is created or updated.
TriggerInstant
automatically do this...
Only continue if...Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Get Proposal InformationGets information for a specific proposal.
ActionSearch
then do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Subscription Event
Triggers when a Subscription is created or updated.
Trigger
Instant
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Transaction Event
Triggers when a transaction is created or updated.
Trigger
Instant
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- Usage Quantity
  Required
- Billing Item ID
  Required
- Product ID
  Required
Action
Write
- Billing Schedule ID
  Required
Action
Search
- Product ID
  Required
Action
Search

- Subscription Id
  Required
Action
Search
- Customer ID
  Required
Action
Search

- Only continue if...
  Required
Action
Filter
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

Proposal Event
Triggers when a proposal is created or updated.
Trigger
Instant
Try It
- Customer
- Proposal Name
  Required
- Order Number
- Proposal Number
- Seller Email
- Start Date Same as Signing Date
- Show TCV on Proposal?
- Require Signing?
- Hide Discounts on Proposal?
- Currency Code
- Term Type
- Term Length Qty
- Proposal Expiration Date
- Product ID
- Custom Terms
- Payment Plan
- Attachment ID
Action
Write
- Subscription ID
  Required
- Subscription Status
Action
Write
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Transaction ID
  Required
Action
Search
- Customer ID
  Required
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Automation Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

About Cacheflow

Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.

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Related categories

Proposal & Invoice Management

About Slack

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.

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Related categories

Team Chat

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About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.

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