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Quickly connect Proposify to Slack with a Zapier template.

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Send new Slack messages for newly won Proposify proposals
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Proposify + Slack
Send new Slack messages when a Proposify proposals are viewed
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Proposify + Slack
Share Proposify won proposals in Slack
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Proposify + Slack
Share new Proposify proposals in Slack
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Proposify + Slack
Send Slack messages for lost Proposify proposals
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Proposify + Slack
Send new Slack messages when Proposify clients comment on proposals
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Proposify + Slack

Send new Slack messages for newly won Proposify proposals

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Proposify + Slack

Send new Slack messages when a Proposify proposals are viewed

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Proposify + Slack

Share Proposify won proposals in Slack

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Proposify + Slack

Share new Proposify proposals in Slack

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Proposify + Slack

Send Slack messages for lost Proposify proposals

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Proposify + Slack

Send new Slack messages when Proposify clients comment on proposals

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Proposify + Slack

Send Slack channel messages when new proposals are signed in Proposify
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Proposify + Slack
Send Slack channel messages for new proposals sent in Proposify
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Proposify + Slack

How Zapier works

Zapier makes it easy to integrate Proposify with Slack - no code necessary. See how you can get setup in minutes.

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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 "Client Commented on a Proposal" from Proposify.

Add your action

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

You’re connected!

Zapier seamlessly connects Proposify and Slack, automating your workflow.

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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

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Connect Proposify 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.

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.

Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
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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 Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- Led By
  Required
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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- Conversation
- Reaction
- Member
- Message author
Trigger
Instant
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- Proposal Name
  Required
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Channel
  Required
- Users
  Required
Action
Write
- Send Multi 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
- Channel
  Required
- Add Zapier app to channel automatically?
- 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
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
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
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
- Channel
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
Action
Search
- ID
  Required
- Optimized data
Action
Search
- Bot Name
- Optimized data
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
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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 Primary Person
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Led By
  Required
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Polling
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- Channel
  Required
- 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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- Text
  Required
- Remind when?
  Required
- Member
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- 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
- Proposal 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
  Required
- Last Name
  Required
- Title
- Email Address
  Required
- Display Name
- Member
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
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
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
- Channel
  Required
Action
Search
- Channel
  Required
- Message ID (ts)
  Required
Action
Search
- Email Address
  Required
- Optimized data
Action
Search
- Full Name
  Required
- Optimized data
Action
Search

Learn how to automate Slack on the Zapier blog

About Proposify

Do more! Proposify let's you connect with thousands of the most popular apps, so you can automate your work and have more time for what matters most—no code required.

Learn moreLearn moreHelpHelp

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 Proposify and Slack to unlock the power of automation

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

Set up your first integration

Send new Slack messages for newly won Proposify proposals

Send new Slack messages when a Proposify proposals are viewed

Share Proposify won proposals in Slack

Share new Proposify proposals in Slack

Send Slack messages for lost Proposify proposals

Send new Slack messages when Proposify clients comment on proposals

Send new Slack messages for newly won Proposify proposals

Send new Slack messages when a Proposify proposals are viewed

Share Proposify won proposals in Slack

Share new Proposify proposals in Slack

Send Slack messages for lost Proposify proposals

Send new Slack messages when Proposify clients comment on proposals

Send Slack channel messages when new proposals are signed in Proposify

Send Slack channel messages for new proposals sent in Proposify

How Zapier works

Choose a trigger

Add your action

You’re connected!

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

Make work flow with AI

Connect Proposify 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

Supported triggers and actions

Learn how to automate Slack on the Zapier blog

Automatically set your Slack channel topic

How to break your bad Slack habits

How to send Slack notifications for new Calendly events

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

Explore Proposify + Slack Integrations

Explore Proposify + Slack Integrations