Moxie + Slack

Send Slack messages when new proposals are sent in Moxie

Streamline your communication process with this workflow. When a proposal is sent in your Moxie app, a channel message is posted in Slack - keeping your team informed and on the same page. Quick, real-time updates directly from Moxie to your Slack channel boost efficiency and enhance team collaboration.

When this happens...
Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
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Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Supported triggers and actions

What does this mean?

Agreement Sent
Triggers when a proposal is sent either via link or email.
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Agreement Viewed
Triggers when a user views the proposal.
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Client Deleted
Triggers when a client record is deleted in Hectic.
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Deliverable Created
Triggered when a Project Task / Deliverable is created
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Deliverable Updated
Triggered with a Deliverable (Project Task) is updated.
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- Form IDRequired
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Meeting Cancelled
Triggers when a meeting is cancelled
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Meeting Updated
Triggers when a meeting is updated or rescheduled
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Opportunity Deleted
Triggered with a pipeline opportunity is deleted
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Payment Received
Triggers when a payment is received either vial Stripe or manual entry.
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Project Created
Triggers when a new project is created in Hectic.
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Proposal Sent
[DEPRECATED - Please use "Agreement Sent"] - Triggers when a proposal is sent either via link or email.
Trigger
Instant
Try It
Proposal Viewed
[DEPRECATED - Please use "Agreement Viewed"] - Triggers when a user views the proposal.
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Instant
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Time Worked Deleted
Triggers when a time worked record is deleted.
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Instant
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- Invoice NumberRequired
- Client Name
- Payment dateRequired
- AmountRequired
- Payment Type
- Reference Number
- Memo
Action
Write
- Client NameRequired
- Record TypeRequired
- Tax ID
- Address 1
- Address 2
- City
- State/Locality
- Zip/Postal
- Website
- Phone
- Contact First Name
- Contact Last Name
- Contact email
- Hourly Rate
- Note
Action
Write
- NameRequired
- Description
- Stage Name
- Client Name
- First Name
- Last Name
- Business Name
- Email
- Phone
- Address 1
- Address 2
- City
- Locality / State
- Postal
- Country
- Lead source
- Website
- Notes
Action
Write
- Start TimeRequired
- End TimeRequired
- Client Name
- Project Name
- Deliverable Name
- Notes
- Create Client
- Create Project
- Create Deliverable
- User Email
Action
Write
- Form NameRequired
- First Name
- Last Name
- Email
- Phone
- Business Name
- Website
- Address 1
- Address 2
- City
- State / Province
- Zip / Postal
- Country
- Notes
Action
Write
- Trigger for Bot Messages?
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Instant
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- ChannelRequired
- Trigger for Bot Messages?
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- Channel
- User Name
- Shared
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- ChannelRequired
- Trigger for Bot Messages?
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- Reaction
- Channel
- User
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New User
Triggers when a new Slack user is created / first joins your org.
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- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

Agreement Signed
Triggers when an agreement is accepted and signed with e-signature.
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Client Created
Triggers when a new client is created in Hectic.
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Client Updated
Triggers when a client record is updated in Hectic.
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Deliverable Deleted
Triggered when a Deliverable / Project Task is deleted
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Deliverable Approval
Triggers when a new Deliverable is ready for client approval.
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Invoice Sent
Triggers when an invoice is sent in Hectic.
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Instant
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Meeting Scheduled
Triggers when a new meeting is scheduled
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Instant
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Opportunity Created
Triggered with a pipeline opportunity is created
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Instant
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Opportunity Updated
Triggered with a pipeline opportunity is updated
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Project Completed
Triggers when a project is set to "complete" in Hectic.
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Instant
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Project Updated
Triggers when the settings for a project are updated.
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Instant
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Proposal Signed
[DEPRECATED - Please use "Agreement Signed"] - Triggers when a proposal is accepted and signed with e-signature.
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Instant
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Time Worked Created
Triggers when a new time worked entry is created.
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Instant
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Time Worked Updated
Triggers when a time worked entry has been updated.
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- Client NameRequired
- Project NameRequired
- Deliverable NameRequired
Action
Write
- Client idRequired
- Due Date
- AmountRequired
- Description
- Notes
- Send to
Action
Write
- Project NameRequired
- Client NameRequired
- Template Name
Action
Write
- DateRequired
- AmountRequired
- CurrencyRequired
- PaidRequired
- ReimbursableRequired
- Markup PercentageRequired
- Category
- Bill / Invoice Number
- Description
- Notes
- Vendor Name
- Client Name
Action
Write
- Search QueryRequired
Action
Search
New Channel
Triggers whenever a new #channel is created.
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Instant
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- Include Alias
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- User Name
- Highlight Word
- Trigger for Bot Messages?
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Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
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Instant
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New Saved Message
Triggers when you save a message.
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Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
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
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About Moxie

Moxie is a single digital workspace with all the tools needed to start, manage and grow a freelancing business.

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Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more Help

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

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Team Chat

PRODUCTS

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Moxie + Slack

Send Slack messages when new proposals are sent in Moxie

Agreement Sent

Agreement Viewed

Client Deleted

Deliverable Created

Deliverable Updated

Form Completed

Meeting Cancelled

Meeting Updated

Opportunity Deleted

Payment Received

Project Created

Proposal Sent

Proposal Viewed

Time Worked Deleted

Apply Payment

Invoice NumberRequired

Client Name

Payment dateRequired

AmountRequired

Payment Type

Reference Number

Memo

Create Client

Client NameRequired

Record TypeRequired

Tax ID

Address 1

Address 2

City

State/Locality

Zip/Postal

Website

Phone

Contact First Name

Contact Last Name

Contact email

Hourly Rate

Note

Create Opportunity

NameRequired

Description

Stage Name

Client Name

First Name

Last Name

Business Name

Email

Phone

Address 1

Address 2

City

Locality / State

Postal

Country

Lead source

Website

Notes

Create Time Worked

Start TimeRequired

End TimeRequired

Client Name

Project Name

Deliverable Name

Notes

Create Client

Create Project

Create Deliverable

User Email

Create Form Submission

Form NameRequired

First Name

Last Name

Email

Phone

Business Name