The Proposify Slack Automation makes is super easy to track Proposify events in your Slack channels!
This automation is part of Proposify's new Automations that is replacing our existing Legacy Integrations. During this early phase, all Automations will be available to all current plans (accounts on legacy plans will need to select one of our current plans to gain access).
This automation is in beta as part of our first core Automations. You are welcome to leave feedback here: https://forms.gle/KGmRVdKEhrePxXhE8
Setup
As an Admin in the Proposify account, or a user with permission to access Integrations, navigate to "Integrations" -> "Automations" -> "Slack"
Click “Configure” to connect an instance. You can optionaly rename the instance or move on to connecting by clicking "Next".
Connect Proposify and then enter the Slack webhook URL.
On the final settings page, select which events you want notifications for and then hit “Finish”. Now you're all connected!
Creating the Slack Webhook
To generate a Slack incoming webhook URL:
- Navigate to https://api.slack.com/apps
- Click Create New App, adding an app to your workspace.
- Under Features, select Incoming Webhooks
- Click Activate Incoming Webhooks
- Scroll down and select Add New Webhook to Workspace
- Take note of the Webhook URL. It should be of the form
https://hooks.slack.com/services/foo/bar/baz
You'll paste this link in Proposify to set up the Automation
Customization
Using the Workflow Builder template, you can create a customized Slack Automation.
Video for customizing Slack (Beta)