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.
- When this happens...Proposal Signed
Triggers when a proposal is signed by a client.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Try ItProposal Created
Triggers when a proposal is created.
Try ItProposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Try ItProposal Viewed
Triggers when a proposal is viewed by a client.
Try It
