How to Integrate Slack with Proposify

Quick summary

This tutorial shows how to integrate Slack with Proposify using Zapier by building a Zap that automatically sends Slack notifications when Proposify proposal events are triggered. Follow the steps below to connect both apps, authorize access, map data fields, and publish the automation without writing any code.

Steps

1. Click 'Create' and select 'Zap' to start a new automation in Zapier.
2. Click 'Trigger' to begin setting up the trigger step.
3. Search and select 'Proposify' as the trigger app.
4. Choose a trigger event based on your requirements.
5. Log in and authorize Zapier to access your Proposify account.
6. Click 'Test trigger' to pull sample data from Proposify and confirm the setup is correct.
7. Search and select 'Slack' as the action app.
8. Select the event for your Slack action app.
9. Log in and authorize Zapier to access your Slack account.
10. Map the data from Proposify to Slack and click 'Continue'.
11. Click 'Test step' to verify the Slack action works correctly.
12. Rename your Zap by clicking the 'Untitled Zap' button.
13. Click 'Publish' to turn on your Zap and enable the integration.