Slack + Socket

Create channel messages in Slack for new proposals in Socket

Get instant Slack notifications for each new proposal created in Socket. This workflow enhances your team's efficiency by saving the need to switch between different platforms. Upon creation of a new proposal in Socket, a corresponding message is sent to your chosen Slack channel. Empower your team with real-time updates and prompt decisions, making the process seamless and straightforward.

When this happens...
Proposal Created
Triggers when a new proposal is created.
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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

Proposal Activated
Triggers when a proposal becomes active.
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Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
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Proposal Created
Triggers when a new proposal is created.
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Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
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Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
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Proposal Resent
Triggers when a proposal is resent to the client.
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Proposal Sending
Triggers when a proposal is being sent to the client. This is a short-lived status, and either goes to "pending" when sent successfully, or back to "draft" if not sent.
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Proposal Status Changed
Triggers when an existing proposal changes status.
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Proposal Won
Triggers when a proposal is won.
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Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
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- Lead Lane
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client NameRequired
- Client Entity Type
- Registration Number
- Client Code
- Contact NameRequired
- Contact EmailRequired
- Contact Phone Number
Action
Write
New Channel
Triggers when a new #channel is created.
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Instant
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- Include Alias
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Instant
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
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Instant
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- ChannelRequired
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Instant
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- ChannelRequired
- Trigger for Bot Messages?
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Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- 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
- Send Channel Message?
- Zap Id
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- 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
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

Proposal Adjustment Started
Triggers when a proposal adjustment is started.
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Proposal Closed
Triggers when a proposal is closed.
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Proposal Deleted
Triggers when a proposal is deleted.
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Proposal Lost
Triggers when a proposal is marked as lost.
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Proposal Renewal Started
Triggers when a proposal renewal is started.
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Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
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Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
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Proposal Superseded
Triggers when a proposal is superseded by another proposal.
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Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
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- Client NameRequired
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact NameRequired
- Primary Contact EmailRequired
- Primary Contact Phone
Action
Write
- Trigger for Bot Messages?
- Optimized data
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Instant
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- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
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Instant
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- Search QueryRequired
- Optimized data
Trigger
Polling
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- Conversation ID
- Reaction
- Member ID
- Message Author ID
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Instant
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- Zap Identifier
- Access type
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New User
Triggers when a new Slack user is created / first joins your org.
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- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

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.

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About Socket

Socket is a client engagement system for accountants and bookkeepers that seamlessly connects your proposal, engagement letter, and billing workflow.

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Accounting

Slack + Socket

Create channel messages in Slack for new proposals in Socket

Proposal Activated

Proposal Changes Requested

Proposal Created

Proposal in Review

Proposal Pending

Proposal Resent

Proposal Sending

Proposal Status Changed

Proposal Won

Proposal Won (Internally Approved)

Create Lead

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

Proposal Adjustment Started

Proposal Closed

Proposal Deleted

Proposal Lost

Proposal Renewal Started

Proposal Reverted to Draft

Proposal Start Date Confirmed

Proposal Superseded

Proposal Won (Client Approved)

Create Client

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

About Slack

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