Proposify + Slack
Send direct messages in Slack when proposals are viewed in Proposify
Stay informed and respond swiftly to client interactions with this Proposify to Slack workflow. When a proposal is viewed in Proposify, it immediately sends a direct message in Slack, ensuring you're quickly updated of your client's activities. This automation allows for real-time updates, enhancing collaboration and communication within your team.
Stay informed and respond swiftly to client interactions with this Proposify to Slack workflow. When a proposal is viewed in Proposify, it immediately sends a direct message in Slack, ensuring you're quickly updated of your client's activities. This automation allows for real-time updates, enhancing collaboration and communication within your team.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by a client.
- automatically do this!Send Direct Message
Send 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
