Bidsketch + Slack
Add approved Bidsketch proposals to Slack as notifications
Following up with a client once your proposal has been approved is critical. This Zapier integration ensures you know the instant your deal has been accepted by notifying you inside Slack.
Following up with a client once your proposal has been approved is critical. This Zapier integration ensures you know the instant your deal has been accepted by notifying you inside Slack.
- When this happens...Proposal Accepted or Declined
Triggers when a proposal is either accepted or declined
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Client
Triggered when a client is created through the API or in the Bidsketch app
Try ItNew Proposal
Triggers when a proposal is saved for the first time.
Try ItProposal Viewed
Triggers each time a proposal is viewed by a client
Try ItNameRequired
AmountRequired
Fee TypeRequired
DescriptionRequired
Unit
Quantity
Category
Status
Try ItProposal Sent to Client
Triggers each time a proposal is sent to a client
Try ItFirst NameRequired
Last NameRequired
Email AddressRequired
Company Name
Phone Number
Alternate Phone Number
Website
Address Street
Address Street 2
Address City
Address State
Address Country
Address Zip Code
Notes
Template
NameRequired
Client EmailRequired
Client's First NameRequired
Client's Last NameRequired
Description
Client's Company Name
Client's Phone Number
About Bidsketch
Bidsketch helps you create professional proposals in minutes.
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Proposal & Invoice ManagementAbout 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.
