Bonsai + Slack
Send Bonsai proposal view notifications to a Slack channel
Staying up-to-date with your leads activity is key to closing more deals. Knowing when a lead consults a proposal and sharing it with your team through Slack can come handy in helping you and your team reach out at the right time. This Zapier integration helps you do just that.
Staying up-to-date with your leads activity is key to closing more deals. Knowing when a lead consults a proposal and sharing it with your team through Slack can come handy in helping you and your team reach out at the right time. This Zapier integration helps you do just that.
- When this happens...Proposal Viewed
Triggers when a proposal is viewed by the client.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Contract Signed
Triggers when a contract is signed by your contact (client or contractor).
Try ItInvoice Paid
Triggers when an invoice is paid.
Try ItProposal Accepted
Triggers when a proposal is accepted by the client.
Try ItClient NameRequired
Client EmailRequired
Company Name
Website
Phone Number
Job Title
Notes
Contract Viewed
Triggers when a contract is viewed.
Try ItInvoice Viewed
Triggers when an invoice is viewed by the client.
Try ItProposal Viewed
Triggers when a proposal is viewed by the client.
Try ItProject NameRequired
CurrencyRequired
Client EmailRequired
Client Name
Company Name
Project Description
Project Notes
Client Website
Client Phone Number
Client Job Title
