Cacheflow + Slack + Filter by Zapier

Send Slack channel messages for new viewed proposal events in Cacheflow

With this Zap in place, when a new proposal is viewed in Cacheflow, you'll automatically relay a custom notification in the Slack channel of your choosing. Set this up to enjoy real-time understanding of viewership and action on behalf of your prospects.

With this Zap in place, when a new proposal is viewed in Cacheflow, you'll automatically relay a custom notification in the Slack channel of your choosing. Set this up to enjoy real-time understanding of viewership and action on behalf of your prospects.

  1. When this happens...
    CacheflowCacheflow
    Proposal Event

    Triggers when a proposal is created or updated.

    TriggerInstant
  2. automatically do this...
    Filter by ZapierFilter by Zapier
    Only continue if...

    Set up rules to specify when this Zap can continue running.

    ActionFilter
  3. then do this...
    CacheflowCacheflow
    Get Proposal Information

    Gets information for a specific proposal.

    ActionSearch
  4. then do this!
     logo logo
    ActionWrite
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Supported triggers and actions

  • Cacheflow triggers, actions, and search

    Subscription Event

    Triggers when a Subscription is created or updated.

    Trigger
    Instant
    Try It
  • Cacheflow triggers, actions, and search

    Transaction Event

    Triggers when a transaction is created or updated.

    Trigger
    Instant
    Try It
    • Usage QuantityRequired

    • Billing Item IDRequired

    • Product IDRequired

    Action
    Write
    • Billing Schedule IDRequired

    Action
    Search
  • Cacheflow triggers, actions, and search

    Proposal Event

    Triggers when a proposal is created or updated.

    Trigger
    Instant
    Try It
    • Customer

    • Proposal NameRequired

    • Order Number

    • Proposal Number

    • Seller Email

    • Start Date Same as Signing Date

    • Show TCV on Proposal?

    • Require Signing?

    • Hide Discounts on Proposal?

    • Currency Code

    • Term Type

    • Term Length Qty

    • Proposal Expiration Date

    • Product ID

    • Custom Terms

    • Payment Plan

    • Attachment ID

    Action
    Write
    • Subscription IDRequired

    • Subscription Status

    Action
    Write
    • Invoice IDRequired

    Action
    Search
cacheflow logo
cacheflow logo

About Cacheflow

Cacheflow is a CPQ and subscription management platform that streamlines sales processes and simplifies subscription management.

Related categories

  • Proposal & Invoice Management
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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 more

Related categories

  • Team Chat

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filter logo
filter logo

About Filter by Zapier

Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
Learn more

Related categories

  • Developer Tools
  • Zapier