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Proposify + Slack Integrations

How to connect Proposify + Slack

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  • Send private channel messages in Slack for newly signed proposals in Proposify

    • Proposify logo
    • Slack logo
    Proposify + Slack
  • Send Slack channel messages for new Proposify proposal reminders

    • Proposify logo
    • Slack logo
    Proposify + Slack

Send private channel messages in Slack for newly signed proposals in Proposify

  • Proposify logo
  • Slack logo
Proposify + Slack

Send Slack channel messages for new Proposify proposal reminders

  • Proposify logo
  • Slack logo
Proposify + Slack

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Supported triggers and actions

What does this mean?
  • Proposify triggers, actions, and search

    Client Created

    Triggers when a user creates a new client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Lost

    Triggers when a Proposal is declined by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Signed

    Triggers when a proposal is signed by a client.

    Trigger
    Instant
    Try It
  • Proposify triggers, actions, and search

    Proposal Won

    Triggers when a proposal is accepted by a client.

    Trigger
    Instant
    Try It

How Proposify + Slack Integrations Work

  1. Step 1: Authenticate Proposify and Slack.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.

Slack Tutorials

proposify logo
proposify logo

About Proposify

Streamline your proposals in the cloud with designer-friendly proposal software.
Learn more

Related categories

  • Proposal & Invoice Management
slack logo
slack logo

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

Related categories

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