Connect Proposaly and Slack to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Archived Lead" from Proposaly.

Add your action

An action happens after the trigger—such as "Add Reaction" in Slack.

You’re connected!

Zapier seamlessly connects Proposaly and Slack, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Workspace ID
  Required
Trigger
Polling
Try It
- Workspace ID
  Required
Trigger
Polling
Try It
- Workspace ID
  Required
Trigger
Polling
Try It
New Workspace
Triggers when a new workspace is created.
Trigger
Polling
Try It
- Workspace ID
- Lead ID
  Required
Action
Write

- Workspace
- Lead ID
  Required
- Title
  Required
Action
Write
- Workspace
- Document ID
  Required
- Expires After
Action
Write

- Workspace Name
  Required
- Workspace Type
Action
Write
- Workspace
- Lead ID
  Required
Action
Write
- Workspace ID
- Document ID
  Required
- New Title
- Copy all recipients?
- Copy price quote?
- Should copy addons?
- Copy attachments?
Action
Write
- Workspace ID
- Lead ID
  Required
Action
Write
- Workspace
- Document
  Required
- New Owner Email
  Required
Action
Write
- Workspace
- Lead ID
  Required
- Lead Type
- Lead Source
- Other Lead Source
- Owner Email
- Company Name
- Additional Comment
- Company Website
- Company Address - Country
- Company Address - Street
- Company Address - Apartment
- Company Address - City
- Company Address - State
- Company Address - Zip code
Action
Write
- Workspace ID
- Document ID
- Recipient ID
  Required
- Notification for Agreement Signed
- Notification for Addon Added
- Notification for Payment Made
- Notification for Message Received
- Notification for Media Added
- Notification or Document Status Changed
Action
Write
- Workspace
- Lead ID
Action
Search
- Workspace
- Document
- Recipient ID
  Required
Action
Search
New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- 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 Zap?
- 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 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
  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

- Workspace
  Required
- New Stage
  Required
Trigger
Polling
Try It
- Workspace
Trigger
Polling
Try It
- Workspace
- Document
  Required
Trigger
Polling
Try It
- Workspace
- Document
  Required
- Email
- Phone Number
- First Name
  Required
- Last Name
  Required
- Access Level
  Required
Action
Write
- Workspace
  Required
- Title
  Required
Action
Write
- Workspace
  Required
- Template Document
  Required
- Title
  Required
- Copy Recipients? (Ignore By Default)
- Copy Price Quote? (Ignore By Default)
- Copy Add-ons? (Ignore By Default)
- Copy Attachments? (Ignore By Default)
Action
Write
- Workspace
  Required
- Client Name
  Required
- Lead Type
  Required
- Lead Source
  Required
- Other Lead Source
  Required
- Owner Email
  Required
- Additional Comment
- Company Website
- Company Address - Country Code (2-letter code, e.g., US, CA, UK)
  Required
- Company Address - Apartment
- Company Address - Street
- Company Address - City
- Company Address - State
- Company Address - Zip code
Action
Write
- Workspace
- Document ID
  Required
Action
Write
- Workspace
- Document
- Recipient ID
  Required
Action
Write
- Workspace
- Document
  Required
- New Stage
  Required
Action
Write
- Workspace ID
- Document ID
  Required
- Recipients to send to
Action
Write
- Workspace
- Document
  Required
- New Title
- New Owner Email
- New Stage
Action
Write
- Workspace ID
- Document
- Recipient
  Required
- First Name
- Last Name
- Email
- Phone Number
- Access Level
- Status
Action
Write
- Document ID
  Required
Action
Search
- Recipient ID
  Required
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- 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
- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It
- Zap Identifier
- Access type
Trigger
Instant
Try It
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 Zap?
- 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 Zap?
- 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

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Proposaly and Slack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Slack on the Zapier blog

Make work flow with AI

Level up your Proposaly to Slack integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Proposaly

Proposaly is a unified sales workflow platform that centralizes proposals, agreements, payments, and project updates into one automated system.

HelpHelp

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.

Learn moreLearn moreHelpHelp

Related categories

Team Chat

Similar apps

Chatwork

Team Chat

Microsoft Teams

Microsoft, Team Chat

Twist

Team Chat

Connect Proposaly and Slack to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Proposaly and Slack to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Slack on the Zapier blog

Automatically send a Slack message for new Google Sheets activity

How to automatically summarize Slack threads

Automatically set your Slack channel topic

Make work flow with AI

Connect Proposaly to Slack on the world's largest no-code automation platform