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Proposify + Slack

Send direct messages in Slack when proposals are signed in Proposify

Streamline your work process with this seamless Proposify-Slack workflow. As soon as a proposal is signed in Proposify, it initiates a direct message in Slack. This can help your team stay updated instantly and improve response times without having to manually check Proposify for each signed proposal. Enhance productivity and team communication with this simple yet effective workflow.

Streamline your work process with this seamless Proposify-Slack workflow. As soon as a proposal is signed in Proposify, it initiates a direct message in Slack. This can help your team stay updated instantly and improve response times without having to manually check Proposify for each signed proposal. Enhance productivity and team communication with this simple yet effective workflow.

  1. When this happens...
    ProposifyProposify
    Proposal Signed

    Triggers when a proposal is signed by a client.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Send a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.

    ActionWrite
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Supported triggers and actions

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

    Client Commented on a Proposal

    Triggers when a client has left a comment on the client view.

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

    Proposal Sent

    Triggers when a proposal is sent or marked as sent by a user.

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

    Proposal Viewed

    Triggers when a proposal is viewed by a client.

    Trigger
    Instant
    Try It
  • 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
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About Proposify

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

Related categories

  • Proposal & Invoice Management
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