Proposify + Quip + Slack Integrations

How to connect Proposify + Quip + Slack

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Do even more with Proposify + Quip + Slack

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Proposify, Quip, and Slack. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

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 ByRequired
- Template
- Client Email AddressRequired
- Due DateRequired
- Proposal NameRequired
- Notes
- Proposal Number
- Manual Total
- Manual Tax
Action
Write
- Document With a ListRequired
- ItemRequired
- Author Name
Action
Write

- Folder
- ContentRequired
- Title
- Format
Action
Write
- Trigger for Bot Messages?
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
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
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
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
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
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
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
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 NameRequired
- Last NameRequired
- Email AddressRequired
- 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
- Folder
Trigger
Scheduled
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- Document With a SpreadsheetRequired
- Formatted RowRequired
- Author Name
Action
Write

Proposify + Quip + Slack Integrations

How to connect Proposify + Quip + Slack

Do even more with Proposify + Quip + Slack

Supported triggers and actions

Client Commented on a Proposal

Proposal Created

Proposal Sent

Proposal Viewed

Proposal Reminder Sent

Create Proposal

Add Item to List

Create Document

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message Posted to Private Channel

New Saved Message

Add Reminder

Send Channel Message

Create Channel

Set Channel Topic

Set Status

Retrieve Thread Messages

Delete Message

Find Public Channel

Get Message by Timestamp

Find User by Email

Find User by Name

Client Created

Proposal Lost

Proposal Signed

Proposal Won

Create Client

New Folder

Add Row to Spreadsheet