How to Link Proposify to Slack Through Zapier

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It is very easy to link Proposify to Slack through Zapier. Here’s a short tutorial on how to do it:

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1. Navigate to the left-side panel and then click 'Create'.
2. Select 'Zaps' from the list of options.
3. After that, tap the 'Trigger' tab to start the integration process.
4. Search for 'Proposify' and then choose it from the recommended matches.
5. Next, specify your preferred 'Trigger Event'.
6. Tap 'Sign In' afterwards.
7. Subsequently, provide the API credentials of your Proposify account and then tap 'Yes, Continue to Proposify'.
8. Tap 'Test Trigger' to continue.
9. Following that, click 'Continue With Selected Record'.
10. Search for 'Slack' afterwards, then select it as the Action app.
11. Next, click the drop-down menu and select the 'Action Event' you prefer to use.
12. Tap 'Sign In' afterwards and then log into your Slack account.
13. Subsequently, click 'Allow' to accept the terms and grant the necessary permissions.
14. Fill out the input field with the required information.
15. Once done, tap 'Continue' to publish and enable the integration.
16. After completing these steps, your Proposify account will be linked instantly to Slack.