Better Proposals + Slack
Send channel messages in Slack when proposals are opened in Better Proposals
Stay informed and react quickly when a proposal is opened in Better Proposals. With this automation, every time a proposal gets opened, you'll receive a channel message in Slack, keeping your team updated on the status of the proposal. Now you can easily track progress and follow up with clients promptly, improving your response times and overall efficiency.
Stay informed and react quickly when a proposal is opened in Better Proposals. With this automation, every time a proposal gets opened, you'll receive a channel message in Slack, keeping your team updated on the status of the proposal. Now you can easily track progress and follow up with clients promptly, improving your response times and overall efficiency.
- When this happens...Proposal Opened
Triggers when a proposal is opened.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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New Proposal
Triggers when a new proposal is created.
Try ItProposal Paid
Triggers when a proposal is paid.
Try ItProposal Signed
Triggers when a proposal is signed.
Try ItTrigger for Bot Messages?
Optimized data
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Proposal Opened
Triggers when a proposal is opened.
Try ItProposal Sent
Triggers when a proposal is sent.
Try ItCompanyRequired
Short Description
Brand
Cover
Template
Currency
Add Tax to the Proposal?
Tax Name (e.g. VAT, IVA, GST)
Tax Percentage
Recipient First Name
Recipient Last Name
Recipient Email Address
Eligible to Sign
New Channel
Triggers when a new #channel is created.
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