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Proposify + Slack

Send direct messages in Slack for new won proposals in Proposify

Close deals more efficiently with this Proposify to Slack workflow. Once a proposal gets won in Proposify, this automation sends a direct message in Slack to keep your team updated real-time. Benefit from immediate communication and enhance your team's productivity without having to manually monitor and relay proposal updates.

Close deals more efficiently with this Proposify to Slack workflow. Once a proposal gets won in Proposify, this automation sends a direct message in Slack to keep your team updated real-time. Benefit from immediate communication and enhance your team's productivity without having to manually monitor and relay proposal updates.

  1. When this happens...
    ProposifyProposify
    Proposal Won

    Triggers when a proposal is accepted by a client.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Direct Message

    Sends 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

  • 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

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.
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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.

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