Better Proposals + Slack
Send Slack direct messages for new Better Proposals sent
Keep your team promptly informed with this intuitive combination. Whenever a proposal gets dispatched via Better Proposals, an immediate message gets dispatched in Slack. This assures your team is updated in real-time, ready for any follow-up actions. This simplifies monitoring proposal activity and boosts team collaboration.
Keep your team promptly informed with this intuitive combination. Whenever a proposal gets dispatched via Better Proposals, an immediate message gets dispatched in Slack. This assures your team is updated in real-time, ready for any follow-up actions. This simplifies monitoring proposal activity and boosts team collaboration.
- When this happens...Proposal Sent
Triggers when a proposal is sent.
- automatically do this!Send Direct Message
Sends a direct message to a user or yourself from the Slackbot. Can also schedule a message for later.
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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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