Discord + Proposify Legacy

Discord + Proposify Legacy integrations

Send Discord channel messages when new Proposify Legacy proposals are viewed

Stay informed of your proposal views with this seamless workflow between Proposify Legacy and Discord. When a proposal is viewed in Proposify Legacy, a channel message is sent in your Discord server, keeping your team updated on proposal progress. Improve collaboration and stay connected with your clients by integrating these apps for an efficient communication process.

When this happens...
Proposal ViewedTriggers when a proposal is viewed by a client.
TriggerInstant
automatically do this!
Send Channel MessagePost a new message to a specific #channel you choose.
ActionWrite

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More things you can do with Proposify Legacy and Discord

Discover other triggers and actions you can use with Proposify Legacy and Discord

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
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Proposal Created
Triggers when a proposal is created.
Trigger
Instant
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Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
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Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
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Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
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- Led By
  Required
- Template
- Client Email Address
  Required
- Due Date
  Required
- Proposal Name
  Required
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
New User Added
Triggers when a new user joins the Discord Server.
Trigger
Polling
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- Forum Channel
  Required
Trigger
Polling
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- Channel type
  Required
- Member
Trigger
Polling
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- User
  Required
- Role
  Required
Action
Write
- User
  Required
- Role
  Required
Action
Write
- Channel
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
- File Attachments
- Filename for Attachments
Action
Write
- Forum Channel
  Required
- Forum Post
  Required
- Message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel Name
  Required
Action
Search

Client Created
Triggers when a user creates a new client.
Trigger
Instant
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Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
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Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
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Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email Address
  Required
- Company Name
- Title
- Office Number
- Mobile Number
- Address Line 1
- Address Line 2
- City
- Client Website Url
- Zip/Postal Code
- State
- Country
- Is Default Contact
Action
Write
- Channel
  Required
Trigger
Polling
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- Channel type
  Required
- Emoji
- Limitation_notice
Trigger
Polling
Try It
- Forum Channel
- Ignore previously archived Posts?
  Required
Trigger
Polling
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Role Assigned to User
Triggers when a role is assigned to a user.
Trigger
Polling
Try It
- Forum Channel
  Required
- Post name
  Required
- Initial message content
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
- Bot Name
- Bot Icon
Action
Write
- Channel
  Required
- New Name
  Required
Action
Write
- Dm_bot_info
- User
  Required
- Message Text
  Required
- Ping Username, Role and everyone mentions?
- Text to Speech
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Username
  Required
Action
Search

About Discord

Discord is an all-in-one voice and text chat for gamers.

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Related categories

Team Chat

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Slack

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twitch

Gaming

About Proposify Legacy

Proposify Legacy is a proposal management tool that allows you to create, track, and sign on brand proposals.

Learn moreLearn moreHelpHelp

Related categories

Proposal & Invoice Management

Related Zap Templates

Send Discord channel messages for new Proposify Legacy proposals sent

Related Zap Templates

Send Discord channel messages for new Proposify Legacy proposals sent