Better Proposals + Slack integrations
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.
- When this happens...Proposal SentTriggers when a proposal is sent.
- automatically do this!Send Private Channel MessageTriggers when a new message is posted to a specific #private-channel or multi-dm.
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More things you can do with Better Proposals and Slack
Discover other triggers and actions you can use with Better Proposals and Slack
- New Proposal
Triggers when a new proposal is created.
Try ItTriggerPolling - Proposal Paid
Triggers when a proposal is paid.
Try ItTriggerPolling - Proposal Signed
Triggers when a proposal is signed.
Try ItTriggerPolling - Trigger for Bot Messages?
- Optimized data
Try ItTriggerInstant
- Proposal Opened
Triggers when a proposal is opened.
Try ItTriggerPolling - Proposal Sent
Triggers when a proposal is sent.
Try ItTriggerPolling - CompanyRequired
- 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
ActionWrite- New Channel
Triggers when a new #channel is created.
Try ItTriggerInstant
Better Proposals is a simple, web-based proposal creation tool that lets you send professionally designed proposals.
Related categories
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.
Related categories
Related Zap Templates
- Send private Slack messages when new Better Proposals are signed
- Send channel messages in Slack when proposals are opened in Better Proposals
- Send Slack channel messages for new signed proposals in Better Proposals
- Send Slack channel messages for newly signed better proposals.
- Send Slack channel messages when new proposals are sent in Better Proposals
- Create notes in Maximizer and send Slack channel messages when new proposals are opened in Better Proposals
- Send Slack messages for every paid proposal in Better Proposals
- Send private channel messages in Slack when proposals are opened in Better Proposals
- Send Slack reminders when new proposals are sent in Better Proposals
- Send private channel messages in Slack for paid proposals in Better Proposals
- Send Slack direct messages for new Better Proposals sent






