Fresh Proposals integration with Slack
How to Share new proposals won in Fresh Proposals in channel topics in Slack
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Share new proposals won in Fresh Proposals in channel topics in Slack" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Fresh Proposals integrations
Fresh Proposals actions
Nekton can use any feature that is available in Fresh Proposals API.
Using our advanced AI, you can easily create custom automations for Fresh Proposals.
Here are some typical actions you can do in your automated workflows.
Create Client
Create the client by getting information from other platform
Create Proposal From Template Id
Create a proposal based on template id, client-company name and email id of the client. It creates a proposal and save it in a draft mode.
You can find the proposal value, currency and proposal link for client as well as for internal purpose.
You can find the template id in the right side panel of the template editor.
The client, email id should be already present in the system
Client Created
Triggers when a new Company is added in Fresh Proposals .
Proposal Created
Triggers when a new Proposal is created .
Proposal Rejected
Triggers when a proposal rejected by client .
Company Contact Added
trigger when new contact added/updated in freshproposals
About Fresh Proposals
FreshProposals is a Proposal management software to organize proposals and keep track of them. Allows end users to sign or reject proposal