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Share new Proposify proposals in Slack

  1. When this happensStep 1: Proposal Created

  2. Then do thisStep 2: Send Channel Message

Notify your team when new proposals are created with this Proposify to Slack automation. Once set up, each time a new proposal is created in Proposify, Zapier will send a new message via Slack. Involve your team in all project stages to start collaborating right away!

How It Works

  1. A proposal is created in Proposify
  2. Zapier sends a new message via Slack

What You Need

  • Proposify account
  • Slack account
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Connect Proposify + Slack in Minutes

It's easy to connect Proposify + Slack and requires absolutely zero coding experience—the only limit is your own imagination.

All Triggers & Actions

InstantClient Commented on a Proposal

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

InstantProposal Created

Triggers when a proposal is created.

InstantProposal Sent

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

InstantProposal Viewed

Triggers when a proposal is viewed by a client.

InstantProposal Reminder Sent

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

InstantClient Created

Triggers when a user creates a new client.

InstantProposal Lost

Triggers when a Proposal is declined by a client.

InstantProposal Signed

Triggers when a proposal is signed by a client.

InstantProposal Won

Triggers when a proposal is accepted by a client.

Add Reminder

Adds a reminder for yourself or a teammate, just like the /remind slash command.

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