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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 CreatedTriggers when a new proposal is created.
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Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
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More things you can do with Socket and Slack

Discover other triggers and actions you can use with Socket and Slack

Form Response Submitted
Triggers when a form response is submitted, on any submission route (public link, direct send, or proposal onboarding).
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Lead Lost
Triggers when a lead reaches the Lost stage, whether it was marked as lost directly or its proposal was lost or deleted.
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Lead Won
Triggers when a lead reaches the Won stage, which happens when its proposal is won. Leads created from an already-won proposal do not fire this - the win predates the lead.
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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Proposal Superseded
Triggers when a proposal is superseded by another proposal.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.
Trigger
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- Client Name
  Required
- Entity Type
- Status
- Company Registration Number
- Tax Country Code
- Client Code
- Client Aliases
- Primary Contact Name
  Required
- Primary Contact Email
  Required
- Primary Contact Phone
Action
Write
- Lead
  Required
- Note Heading
- Note
  Required
Action
Write
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include_alias
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- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
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Instant
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- Channel
  Required
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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New Saved Message
Triggers when you save a message.
Trigger
Instant
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- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- 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 ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search

Lead Created
Triggers when a lead is created in Socket, however it arrived - a Socket form, the API, another Zap, or a practitioner adding it by hand.
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Lead Stage Changed
Triggers whenever a lead moves between pipeline stages, including your own custom stages. Also fires when a lead is won or lost - use the dedicated Lead Won and Lead Lost triggers if you only want those. Does not fire when a stage is deleted and its leads are moved on.
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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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- Pipeline Stage
- Lead Lane (legacy)
- Lead Title
- Lead Temperature
- Deal Size
- Deal Value
- Client Name
  Required
- Client Entity Type
- Registration Number
- Client Code
- Contact Name
  Required
- Contact Email
  Required
- Contact Phone Number
- Note Heading
- Note
Action
Write
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
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- Channel
- User Name
- Shared
Trigger
Instant
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- Search Query
  Required
- Optimized data
Trigger
Polling
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- Channel ID
- Reaction
- Member ID
- Message Author ID
- Optimized data
Trigger
Instant
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- Automation Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this automation?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this automation?
- 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 error
  Required
- HTTP Method
  Required
- URL
  Required
- 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 ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- 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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