Better Proposals + Slack
Send Slack messages for every paid proposal in Better Proposals
Boost team communication with this workflow that springs into action when a proposal is paid in Better Proposals. It triggers a channel message in Slack, ensuring your team stays informed about every successful proposal. This streamlined process spares you from manual updates, letting your team focus on what they do best. Elevate your efficiency and stay on top of your successful transactions with this simple, yet effective automation.
Boost team communication with this workflow that springs into action when a proposal is paid in Better Proposals. It triggers a channel message in Slack, ensuring your team stays informed about every successful proposal. This streamlined process spares you from manual updates, letting your team focus on what they do best. Elevate your efficiency and stay on top of your successful transactions with this simple, yet effective automation.
- When this happens...Proposal Paid
Triggers when a proposal is paid.
- 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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