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Proposify + Slack

Send direct messages in Slack for new proposals sent in Proposify

Effortlessly streamline your process and enhance team coordination with this Proposify to Slack workflow. As soon as a proposal is dispatched in Proposify, a corresponding direct message is instantly sent in Slack. This level of transparency keeps everyone in your team up-to-date about proposal movements, promoting more efficient teamwork and fluid project oversight.

Effortlessly streamline your process and enhance team coordination with this Proposify to Slack workflow. As soon as a proposal is dispatched in Proposify, a corresponding direct message is instantly sent in Slack. This level of transparency keeps everyone in your team up-to-date about proposal movements, promoting more efficient teamwork and fluid project oversight.

  1. When this happens...
    ProposifyProposify
    Proposal Sent

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

    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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