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Proposify + Slack

Send Slack messages for lost Proposify proposals

It's never fun to miss out on a deal, but hearing about it sooner than later helps you dust yourself off and get back in the game. Keep yourself, or your team, up to date by receiving notifications in your Slack channels if a Proposify proposal is lost. Use this Zap to automatically send Slack messages when proposals are marked as lost in Proposify.

It's never fun to miss out on a deal, but hearing about it sooner than later helps you dust yourself off and get back in the game. Keep yourself, or your team, up to date by receiving notifications in your Slack channels if a Proposify proposal is lost. Use this Zap to automatically send Slack messages when proposals are marked as lost in Proposify.

  1. When this happens...
    ProposifyProposify
    Proposal Lost

    Triggers when a Proposal is declined by a client.

    TriggerInstant
  2. automatically do this!
    SlackSlack
    Send Channel Message

    Triggers when a new message is posted to a specific #channel you choose.

    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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