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.

When this happens...
Proposal Event
Triggers when a proposal is created or updated.
TriggerInstant
automatically do this...
Only continue if...
Set up rules to specify when this Zap can continue running.
ActionFilter
then do this...
Get Proposal Information
Gets information for a specific proposal.
ActionSearch
then do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

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Supported triggers and actions

Subscription Event
Triggers when a Subscription is created or updated.
Trigger
Instant
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Transaction Event
Triggers when a transaction is created or updated.
Trigger
Instant
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- Usage QuantityRequired
- Billing Item IDRequired
- Product IDRequired
Action
Write
- Billing Schedule IDRequired
Action
Search
- Product IDRequired
Action
Search

- Subscription IdRequired
Action
Search
- Customer IDRequired
Action
Search

- Only continue if...Required
Action
Filter
New Channel
Triggers when a new #channel is created.
Trigger
Instant
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- Include Alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
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- ChannelRequired
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
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- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- Conversation IDRequired
- Scheduled AsRequired
- Scheduled Message IDRequired
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap Id
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- Channel NameRequired
Action
Write
- Status Copy
- Approval request messageRequired
- Send message asRequired
- Approval typeRequired
- Zap Id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Conversation IDRequired
- Message TS (ID)Required
Action
Search
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
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
- Proposal IDRequired
Action
Search
- Transaction IDRequired
Action
Search
- Customer IDRequired
Action
Search
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search QueryRequired
- Optimized data
Trigger
Polling
Try It
- Conversation ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
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- Zap Identifier
- Access type
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- Conversation IDRequired
Action
Write
- ChannelRequired
- UsersRequired
Action
Write
- Allowed Delete Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
Action
Write
- Allowed Edit Copy
- Conversation IDRequired
- Message TS (ID)Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- ChannelRequired
- Add Zapier app to channel automatically?
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- ChannelRequired
- TopicRequired
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation IDRequired
Action
Search
- Conversation IDRequired
- Message ID (ts)Required
Action
Search
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

About Cacheflow

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

Related categories

Proposal & Invoice Management

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

Similar apps

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

Related Zap Templates

Send Slack channel messages for newly signed Cacheflow proposals

Send Slack channel messages and emails via Gmail for new failed transaction events in Cacheflow

Cacheflow + Slack + Filter by Zapier

Send Slack channel messages for new viewed proposal events in Cacheflow

Subscription Event

Transaction Event

Update Usage

Get Billing Schedules for Subscription

Get Product Information

Get Subscription Information

Get Contacts for Customer

Only continue if...

New Channel

New Team Custom Emoji

New Mention

New Channel Member

New Message Posted to Private Channel

New Saved Message

Add Reminder

Cancel Scheduled Message

Send Channel Message

Send Direct Message

Create Channel

Request Approval

Update Profile

API Request (Beta)

Get Message by Timestamp

Retrieve Thread Messages

Create Private Channel

Get Conversation

Get Message

Get Message Reactions

Find User by Email

Find User by Name

Proposal Event

Create Proposal

Update Subscription Status

Get Invoice Information

Get Proposal Information

Get Transaction Information

Get Customer Information

New Public Message Posted Anywhere

New Message Posted to Channel

New File

New Message From Query

New Reaction Added

New Pushed Message

New User

Archive Conversation

Invite User to Channel

Delete Message

Edit Message

Send Private Channel Message

Set Channel Topic

Set Status

Remove User from Channel

Edit Message

Find Public Channel

Delete Message

Get Conversation Members

Get Message Permalink

Find Message

Find User by ID

Find User by Username

About Cacheflow

Related categories

About Slack

Related categories

Similar apps

Chatwork

Microsoft Teams

Twist

About Filter by Zapier

Related categories

Related Zap Templates

Related Zap Templates