ProLine + Slack
Send Slack messages when ProLine quotes are sent or approved
Streamline your communication process with this workflow. When a quote is sent or approved in ProLine, a message will seamlessly be sent to a designated channel in Slack. This automation enhances communication efficiency within your team and ensures everyone stays updated on the status of quotations without any extra steps or delays.
Streamline your communication process with this workflow. When a quote is sent or approved in ProLine, a message will seamlessly be sent to a designated channel in Slack. This automation enhances communication efficiency within your team and ensures everyone stays updated on the status of quotations without any extra steps or delays.
- When this happens...
Quote Sent or ApprovedTriggers when a quote is sent or approved.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Chargeback Complete
Triggers when a chargeback reaches its final status. Final status can be either Won or Lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger on...Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger on...Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger on...Required
Stage [Filter]
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Complete
Triggers when a refund reaches its final status. Final status can be either Complete or Failed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact ID
Project ID
Notification (Main)Required
Notification (Extended)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
User
Call TypeRequired
Call Duration
Recording
Voicemail
External ID
Call Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
First Name
Last Name
Organization
Phone
Email
Contact Type
Lead Source
Contact Tags
Notes
Address Line 1
Address Line 2
City
State
Zip Code
Campaign
Assignee
External ID
Custom Field 1
Custom Field 2
Custom Field 3
Custom Date 1
Custom Date 2
Custom Date 3
Time Zone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project | Edit by Project ID
Project | Edit by External ID
Project | Edit by Contact
Project | Name
Project | Location
Project | Area
Project | Main Assignee
Project | Inside Sales Assignee
Project | Production Assignee
Project | Accounting Assignee
Project | Move to Stage
Project | Start Campaign
Project | Address Line 1
Project | Address Line 2
Project | City
Project | State
Project | Zip
Project | Category
Project | Type
Project | Services
Project | Tags
Project | Custom Field 1
Project | Custom Field 2
Project | Custom Field 3
Project | Custom Field 4
Project | Custom Field 5
Project | Custom Field 6
Project | Custom Field 7
Project | Notes
Project | New External ID
Contact | Contact ID
Contact | First Name
Contact | Last Name
Contact | Full Name
Contact | Phone
Contact | Email
Contact | Type
Contact | Lead Source
Contact | Tags
Event | Edit by External ID
Event | New External ID
Event | Start Date
Event | Event Type
Event | Time Zone
Event | External Reschedule Link
Event | Exclude From Integration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
File URLRequired
File Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Phone
Email
Address Line 1
Address Line2
City
State
Zip Code
ActionThis is an event a Zap performs.SearchFind existing data in your appProline ID
Organization External ID
Primary Contact ID
[FILTER] Organization Stage
Organization Name
Organization Address
ActionThis is an event a Zap performs.SearchFind existing data in your appProLine Number
User Email
Display Name
ActionThis is an event a Zap performs.SearchFind existing data in your appProline ID
Organization External ID
Primary Contact ID
[FILTER] Organization Stage
Organization Name
Organization Address
Organization ID
Organization External ID
Organization NameRequired
Organization TypeRequired
Organization StageRequired
Assignee
Primary Contact | Contact ID
Primary Contact | First Name
Primary Contact | Last Name
Primary Contact | Phone Number
Primary Contact | Email
Primary Contact | Type
Primary Contact | Lead Source
Primary Contact | Tags
Other Contacts | List of Contact IDs
Address 1
Address 2
City
State
Zip
Notes
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundTrigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Trigger on...Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger on...Required
Organization Stage [Filter]
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger on...Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Complete
Triggers when a payment reaches its final status. Final status can be either Complete or Failed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Trigger on...Required
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zapier Trigger StepRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Event IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IDRequired
User
Message TypeRequired
Message BodyRequired
Message Note
External ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Organization ID
Organization External ID
Organization NameRequired
Organization TypeRequired
Organization StageRequired
Assignee
Primary Contact | Contact ID
Primary Contact | First Name
Primary Contact | Last Name
Primary Contact | Phone Number
Primary Contact | Email
Primary Contact | Type
Primary Contact | Lead Source
Primary Contact | Tags
Other Contacts | List of Contact IDs
Address 1
Address 2
City
State
Zip
Notes
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Event ID
Project ID
Start DateRequired
Event Type
Assignee
Contact Time Zone
External ID
External Reschedule Link
Exclude From Integration
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Team Member IDRequired
Start DateRequired
End DateRequired
Event TypeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appEvent ID
External ID
Project ID
Start Date
[FILTER] Event Type
[FILTER] Assignee
ActionThis is an event a Zap performs.SearchFind existing data in your appProject ID
Project External ID
Main Contact ID
Address Line 1
Address Line 2
City
State
Zip Code
[FILTER] Project Stage
[FILTER] Project Status
ActionThis is an event a Zap performs.SearchFind existing data in your appContact ID
Phone
Email
Address Line 1
Address Line 2
City
State
Zip Code
First Name
Last Name
Organization
Contact Type
Lead Source
Contact Tags
Notes
Campaign
Assignee
External ID
Custom Field 1
Custom Field 2
Custom Field 3
Custom Date 1
Custom Date 2
Custom Date 3
Time Zone
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject | Edit by Project ID
Project External ID
Contact | Contact ID
Project | Address Line 1
Project | Address Line 2
Project | City
Project | State
Project | Zip
Project | Move to Stage
[FILTER] Project Status
Project | Edit by External ID
Project | Edit by Contact
Project | Name
Project | Location
Project | Area
Project | Main Assignee
Project | Inside Sales Assignee
Project | Production Assignee
Project | Accounting Assignee
Project | Start Campaign
Project | Category
Project | Type
Project | Services
Project | Tags
Project | Custom Field 1
Project | Custom Field 2
Project | Custom Field 3
Project | Custom Field 4
Project | Custom Field 5
Project | Custom Field 6
Project | Custom Field 7
Project | Notes
Project | New External ID
Contact | First Name
Contact | Last Name
Contact | Full Name
Contact | Phone
Contact | Email
Contact | Type
Contact | Lead Source
Contact | Tags
Event | Edit by External ID
Event | New External ID
Event | Start Date
Event | Event Type
Event | Time Zone
Event | External Reschedule Link
Event | Exclude From Integration
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNew Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Related categories
