Proposify + Slack Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect Proposify and Slack, with as many as 102 possible integrations. Are you ready to find your productivity superpowers?
Share Proposify won proposals in Slack
Share the proposals you win with your team and get to work right away with this Proposify to Slack automation. Once set up, each time a proposal is won in Proposify, Zapier will send a new message via Slack. Stay ahead of project deadlines and impress your clients!
How It Works
- A new proposal is won in Proposify
- Zapier sends a new message via Slack
What You Need
- Proposify account
- Slack account
Share new Proposify proposals in Slack
Notify your team when new proposals are created with this Proposify to Slack automation. Once set up, each time a new proposal is created in Proposify, Zapier will send a new message via Slack. Involve your team in all project stages to start collaborating right away!
How It Works
- A proposal is created in Proposify
- Zapier sends a new message via Slack
What You Need
- Proposify account
- Slack account
Send new Slack messages for newly won Proposify proposals
Want to be notified in Slack when your Proposify proposal is won? Of course you do! How else will you know to celebrate? This integration won't let you skip a beat when it comes to won proposals. It allows Proposify to send the good news and post it to the Slack channel of your choice automatically.
How this Proposify-Slack iuntegration works
- A proposal is won in Proposify
- Zapier automatically posts the news into the Slack channel of your choice
Apps involved
- Proposify
- Slack
Send new Slack messages when a Proposify proposals are viewed
With the power of Zapier at your beck and call, finally your entire team can be notified the moment a client views any of your proposals. After setting up this Zap, Zapier will automatically send a message to your Slack channel of choice any time your client opens up your proposal. You'll know when a proposal is that much closer to being signed!
Note: This Zapier integration doesn't import already viewed Proposify proposals into Slack, only new proposals after you've set it up.
How this Slack-Proposify integration works
- A client views a proposal in Proposify
- Zapier automatically posts a notification in Slack
Apps involved
- Proposify
- Slack
Send Slack messages for lost Proposify proposals
It's never fun to miss out on a deal, but hearing about it sooner than later helps you dust yourself off and get back in the game. Keep yourself, or your team, up to date by receiving notifications in your Slack channels if a Proposify proposal is lost. Use this Zap to automatically send Slack messages when proposals are marked as lost in Proposify.
Note: This Zapier integration doesn't send previously lost notifications to Slack, only newly lost proposals after you've set it up
How this Slack-Proposify integration works
- A proposal is lost in Proposify
- Zapier automatically posts the news into the Slack channel of your choice
Apps involved
- Proposify
- Slack
Send new Slack messages when Proposify clients comment on proposals
All your important info ends up coming up in your chat channels, and client issues should be no different. This integration makes those easy to monitor: Once active, it will take a client's comments in Proposify and post them to the Slack channel of your choice so everyone on the team can keep up.
Note: This Zapier integration doesn't send already created client comments to Slack, only new comments after you've set it up.
How this Proposify-Slack integration works
- A client posts a comment to a proposal in Proposify
- Zapier automatically posts the contents of the message into Slack
Apps involved
- Proposify 2
- Slack
It's easy to connect Proposify + Slack and requires absolutely zero coding experience—the only limit is your own imagination.
Triggers when a proposal is accepted by a client.
Creates a new client.
Triggers when a client has left a comment on the client view.
Creates a new proposal.
Triggers when a proposal is created.
Send a direct message to a user or yourself from the Slackbot.
Triggers when you star a message.
Post a new message to a specific #channel you choose.
Triggers when a new message is posted to a specific #channel you choose.
Adds a reminder for yourself or a teammate, just like the /remind slash command.
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