Slack + Podio + Proposify Integrations

How to connect Slack + Podio + Proposify

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Do even more with Slack + Podio + Proposify

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Slack, Podio, and Proposify. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?

- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
- Channel
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- User Name
  Trigger on files created by a single user.
- Shared
  Trigger when files are shared with you. Please note that this will trigger on created files as well.
Trigger
Instant
Try It
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
- Reaction
  Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select Use a Custom Value and enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.
- Channel
  Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- User
  Only triggers on reactions added by this user.
Trigger
Instant
Try It

New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write

- Send Multi Message
  Toggle to send to multiple users.
- Message TextRequired
  Specify text of the message to send. Check out the formatting help doc for advanced options.
- Send as a bot?
  If you choose no, this message will appear to come from you. Direct messages are always sent by bots.
- Bot Name
  Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.
- Bot Icon
  Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.
- Include a link to this Zap?
  If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.
- Attach Image by URL
  If specified, this will upload the given image URL to Slack and attach it to the message separately.
- Auto-Expand Links?
  Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
- Link Usernames and Channel Names?
  If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.
- Schedule At
  Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.
Action
Write
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- Message TextRequired
  Specify text of the message to send. Check out the formatting help doc for advanced options.
- Send as a bot?
  If you choose no, this message will appear to come from you. Direct messages are always sent by bots.
- Bot Name
  Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.
- Bot Icon
  Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.
- Include a link to this Zap?
  If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.
- Attach Image by URL
  If specified, this will upload the given image URL to Slack and attach it to the message separately.
- Auto-Expand Links?
  Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
- Link Usernames and Channel Names?
  If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.
- Schedule At
  Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.
- File
  Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
- Thread
  If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example: 1345232312616.1231232.
  If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
  Otherwise, add a search step and fetch the message you want.
- Broadcast To Channel?
  If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
Action
Write
- First Name
  Fields left blank will be ignored.
- Last Name
  Fields left blank will be ignored.
- Title
  Fields left blank will be ignored.
- Email
  Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
- User
  Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
Action
Write
- Raw Request User Info
  Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
- Api Docs Info
  API docs for Slack are located here https://api.slack.com/methods
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
  Search is case-insensitive
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search
- Full NameRequired
  We search the normalized name, so don't worry about accents
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
- View
  Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.
Trigger
Scheduled
Try It
New Organization
Triggers when you add a new org.
Trigger
Scheduled
Try It
- Organization
  Select your desired organization.
- Workspace
  Select your desired workspace.
- Application
  Select your desired app.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- TextRequired
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Item to be updatedRequired
Action
Write
Client Commented on a Proposal
Triggers when a client has left a comment on the client view.
Trigger
Instant
Try It
Proposal Created
Triggers when a proposal is created.
Trigger
Instant
Try It
Proposal Sent
Triggers when a proposal is sent or marked as sent by a user.
Trigger
Instant
Try It
Proposal Viewed
Triggers when a proposal is viewed by a client.
Trigger
Instant
Try It
Proposal Reminder Sent
Triggers when a proposal reminder is sent or marked as sent by a user.
Trigger
Instant
Try It
- Led ByRequired
  User that is leading development of this proposal.
- Template
- Client Email AddressRequired
  The email address of the client to whom this proposal should be assigned. If this email address doesn't exist yet, create a new Proposify Client using this email address.
- Due DateRequired
  The date the proposal is due.
- Proposal NameRequired
  The name of the proposal.
- Notes
  Internal notes (your client won't see these).
- Proposal Number
- Manual Total
  Manual total of a proposal.
- Manual Tax
  Manual tax of a Proposal.
Action
Write

New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
  Choose yes to trigger when someone creates a new name for an existing emoji.
Trigger
Instant
Try It
- User Name
  Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
- Highlight Word
  Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
  The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
- Remind when?Required
  Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
- Remind who?
  Pick a user to remind. If you pick no one, you will be reminded.
Action
Write
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- Message TextRequired
  Specify text of the message to send. Check out the formatting help doc for advanced options.
- Send as a bot?
  If you choose no, this message will appear to come from you. Direct messages are always sent by bots.
- Bot Name
  Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.
- Bot Icon
  Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.
- Include a link to this Zap?
  If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.
- Attach Image by URL
  If specified, this will upload the given image URL to Slack and attach it to the message separately.
- Auto-Expand Links?
  Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
- Link Usernames and Channel Names?
  If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.
- Schedule At
  Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.
- File
  Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
- Thread
  If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example: 1345232312616.1231232.
  If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
  Otherwise, add a search step and fetch the message you want.
- Broadcast To Channel?
  If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
Action
Write
- Channel NameRequired
  Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
Action
Write
- ChannelRequired
- TopicRequired
  Slack will auto-link @names and #channels where applicable.
Action
Write
- Status Text
  Leave empty to clear.
- Status Emoji
  Use any emoji that's available in your Slack team, with leading and trailing :.
  If emoji is blank when text isn't, :speech_balloon: is used by default. If both text and emoji are empty, your status will be cleared.
- Expiration Time
  Provide a specific date & time for this status to expire. Statuses will not expire by default.
  You can also specify a duration for this status by entering in a value like in 60 minutes, for example. Check out other ways you can use this field here.
Action
Write
- Search QueryRequired
  Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
- Sort By
  Sort messages by their match strength or by their date. Default is score.
- Sort Direction
  Sort matching messages in ascending or descending order. Default is descending.
Action
Search
- IDRequired
  Search is case-insensitive
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search
- UsernameRequired
  The leading @ is optional
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
- Field
  Select your desired trigger field (or leave blank to trigger on any field). Only works with item.create, item.update or item.delete Action Types.
- Action TypeRequired
  What action inside your app will trigger this Zap?
Trigger
Instant
Try It
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- View
  Select a premade view to filter items to your selection which allows you to trigger off a subset of items in your app.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
Trigger
Scheduled
Try It
- Organization
  You must select at least one thing from either the following Organization, Workspace, Label, or Response User Fields. Select your desired organization.
- Workspace
  Select your desired workspace.
- Application
  Select your desired app.
- Label
  Only trigger on tasks with this label.
- Responsible User
  Only trigger on tasks assigned to this user.
- Status
  Choose to only trigger tasks that are complete, incomplete or both.
Trigger
Scheduled
Try It
- OrganizationRequired
  Select your desired organization.
- WorkspaceRequired
  Select your desired workspace.
- ApplicationRequired
  Select your desired app.
- File Attachment
Action
Write
- TextRequired
- Description
- Due On
- Labels
  Comma separated text labels
- Responsible User
- Reminder
  Set a time for some number of minutes before the task is due.
- Organization
  If you want to attach this Task to a Workspace, choose the Organization that the Workspace is in.
- Workspace
  Select a workspace to attach this new Task to (only shows Workspaces inside the Organization you picked above).
Action
Write
- OrganizationRequired
- WorkspaceRequired
- ApplicationRequired
- Search FieldRequired
  Supports only the fields of type plain text.
- Search Field ValueRequired
Action
Search
Client Created
Triggers when a user creates a new client.
Trigger
Instant
Try It
Proposal Lost
Triggers when a Proposal is declined by a client.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed by a client.
Trigger
Instant
Try It
Proposal Won
Triggers when a proposal is accepted by a client.
Trigger
Instant
Try It
- First NameRequired
  The first name of your client.
- Last NameRequired
  The last name of your client.
- Email AddressRequired
  The email address of your client.
- Company Name
  The name of the company your client works for.
- Title
  The title of your client.
- Office Number
- Mobile Number
- Address Line 1
  This field will be ignored if no company name is specified.
- Address Line 2
  This field will be ignored if no company name is specified.
- City
  This field will be ignored if no company name is specified.
- Client Website Url
  This field will be ignored if no company name is specified.
- Zip/Postal Code
  This field will be ignored if no company name is specified.
- State
  The name or ISO 3166-2 abbreviation of the client's state, province, or region. e.g. Massachusetts, MA, East Riding of Yorkshire, ERY.
- Country
  The name or ISO 3166-1-alpha-3 abbreviation of the client's country. e.g. Canada, CAN, India, IND.
- Is Default Contact
  Denotes whether or not this person is the default contact for this company. Defaults to No.
Action
Write

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How Slack + Podio + Proposify Integrations Work

Step 1: Authenticate Slack, Podio, and Proposify.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Slack + Podio + Proposify

About 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.

Learn more

Related categories

Team Chat

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Team Chat

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Microsoft, Team Chat

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn more

Related categories

Project Management

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Teamwork

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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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Slack + Podio + Proposify Integrations

How to connect Slack + Podio + Proposify

Do even more with Slack + Podio + Proposify

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

ChannelRequired

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

ChannelRequired

UsersRequired

Send Direct Message

Send Multi Message

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Send Private Channel Message

ChannelRequired

Message TextRequired

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

File

Thread

Broadcast To Channel?

Update Profile

First Name

Last Name

Title

Email

User

API Request (Beta)

Raw Request User Info

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Find User by Email

EmailRequired

Return Raw Results?

Find User by Name

Full NameRequired

Return Raw Results?

New Application

OrganizationRequired

WorkspaceRequired

New Item

OrganizationRequired

WorkspaceRequired

ApplicationRequired

View

New Organization

New Activity

Organization