Better Proposals + Slack
Send Slack reminders when new proposals are sent in Better Proposals
Streamline your workflow with this integration that connects Better Proposals and Slack. Once you've sent a proposal via Better Proposals, this workflow will immediately create a reminder in Slack, making sure you never miss a key follow-up. This is the perfect way to enhance communication and seamlessly manage your proposal process.
Streamline your workflow with this integration that connects Better Proposals and Slack. Once you've sent a proposal via Better Proposals, this workflow will immediately create a reminder in Slack, making sure you never miss a key follow-up. This is the perfect way to enhance communication and seamlessly manage your proposal process.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Add Reminder
Adds a reminder for yourself or a teammate, just like the
/remindslash command.
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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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