Slack + Socket
Send channel messages in Slack when new proposals are won in Socket
When a proposal is signed in Socket, this integration automatically sends a channel message to alert your team. Give your team instant visibility on new clients, the moment they sign!
When a proposal is signed in Socket, this integration automatically sends a channel message to alert your team. Give your team instant visibility on new clients, the moment they sign!
- When this happens...
Proposal WonTriggers when a proposal is won.
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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Proposal Activated
Triggers when a proposal becomes active.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Changes Requested
Triggers when a team member requests changes to a proposal (Pro Features only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Created
Triggers when a new proposal is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal in Review
Triggers when a proposal is moved to in-review status (Pro Features only).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Pending
Triggers when a proposal is sent to a client and is awaiting their response.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Resent
Triggers when a proposal is resent to the client.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Status Changed
Triggers when an existing proposal changes status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won
Triggers when a proposal is won.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won (Internally Approved)
Triggers when a proposal is won through internal approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.List Canvases
Returns a list of the Canvases in the workspace.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planUsername
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.ChannelRequired
MessageRequired
ReactionRequired
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.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.Title
Content
Channel 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.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
Proposal Adjustment Started
Triggers when a proposal adjustment is started.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Closed
Triggers when a proposal is closed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Deleted
Triggers when a proposal is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Lost
Triggers when a proposal is marked as lost.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Renewal Started
Triggers when a proposal renewal is started.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Reverted to Draft
Triggers when a proposal is reverted to draft status.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Start Date Confirmed
Triggers when a proposal start date is confirmed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Superseded
Triggers when a proposal is superseded by another proposal.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Proposal Won (Client Approved)
Triggers when a proposal is won through client approval.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Client NameRequired
Entity Type
Status
Company Registration Number
Tax Country Code
Client Code
Client Aliases
Primary Contact NameRequired
Primary Contact EmailRequired
Primary Contact Phone
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Trigger 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.List Canvas Sections
Returns a list of the Sections in a Canvas.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planSearch 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.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.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.Canvas IDRequired
OperationRequired
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
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