Add viewed Bidsketch proposals to Slack as notifications
Have you ever spent hours writing a proposal, only to wonder if the client even read it? With this Zapier integration you'll know the moment they read your proposal. This integration will notify you inside Slack when your proposal gets viewed.
Have you ever spent hours writing a proposal, only to wonder if the client even read it? With this Zapier integration you'll know the moment they read your proposal. This integration will notify you inside Slack when your proposal gets viewed.
- When this happens...Proposal Viewed
Triggers each time a proposal is viewed by a client
- 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