Better Proposals + Slack

Send private Slack channel messages when proposals are sent via Better Proposals

How unprofessional does it look when a prospect gets in touch and the rest of your sales team is out of the loop? Use this Zapier automation to keep everyone on the same page. Once this Zap is turned on, it will automatically send a private Slack message when a proposal is sent in Better Proposals. Now, your sales team can see the most up-to-date information without leaving Slack.

How unprofessional does it look when a prospect gets in touch and the rest of your sales team is out of the loop? Use this Zapier automation to keep everyone on the same page. Once this Zap is turned on, it will automatically send a private Slack message when a proposal is sent in Better Proposals. Now, your sales team can see the most up-to-date information without leaving Slack.

  1. When this happens...
    Better ProposalsBetter Proposals
    Proposal Sent

    Triggers when a proposal is sent.

    TriggerScheduled
  2. automatically do this!
    SlackSlack
    Send Private Channel Message

    Triggers when a new message is posted to a specific #private-channel or multi-dm.

    ActionWrite
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Supported triggers and actions

What does this mean?
better-proposals logo
better-proposals logo

About Better Proposals

Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Learn moreHelp

Related categories

  • Proposal & Invoice Management
slack logo
slack logo

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.
Learn moreHelp

Related categories

  • Team Chat

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