It is very easy to link Proposify to Slack through Zapier. Here’s a short tutorial on how to do it:
- Navigate to the left-side panel and then click 'Create'.
- Select 'Zaps' from the list of options.
- After that, tap the 'Trigger' tab to start the integration process.
- Search for 'Proposify' and then choose it from the recommended matches.
- Next, specify your preferred 'Trigger Event'.
- Tap 'Sign In' afterwards.
- Subsequently, provide the API credentials of your Proposify account and then tap 'Yes, Continue to Proposify'.
- Tap 'Test Trigger' to continue.
- Following that, click 'Continue With Selected Record'.
- Search for 'Slack' afterwards, then select it as the Action app.
- Next, click the drop-down menu and select the 'Action Event' you prefer to use.
- Tap 'Sign In' afterwards and then log into your Slack account.
- Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.
- Fill out the input field with the required information.
- Once done, tap 'Continue' to publish and enable the integration.
- After completing these steps, your Proposify account will be linked instantly to Slack.
