This automation scenario allows you to connect Practice Ignition and Slack
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
When this trigger fires in Practice Ignition
Triggers when a proposal is accepted.
Then this action happens in Slack
Post a new message to a specific #channel you choose. Can also schedule a message for later.
This guide contains information on how to set up an automatic workflow that allows to Post messages in Slack for proposals accepted in Ignition.
Part I
First, we need to connect Practice Ignition and Slack to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect Practice Ignition to Zapier.
Give Zapier access to your Practice Ignition account, using Practice Ignition credentials.
Connect Slack to Zapier.
Give Zapier access to your Slack account, using Slack credentials.
Part II
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for Practice Ignition
Choose the following trigger: Proposal Accepted (Triggers when a proposal is accepted.).
Then set up an Action for Slack
Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).
Part III
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Practice Ignition and Slack.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Post messages in Slack for proposals accepted in Ignition!
New message in channels (instant)
Triggers when a new message is posted to a specific #channel you choose.
Triggers when you save a message.
Triggers when you click the "Push to Zapier" button from a message in Slack.
Triggers when a new Slack user is created / first joins your org.
Triggers when a username or highlight word is mentioned in a public #channel.
Creates a new client.
Triggers when a proposal is accepted.
Triggers for each service in an accepted proposal. As an example, if a client accepts a proposal containing three services, this will trigger three times - once for each of the services.
Triggers when a proposal's state changes. Only works with Classic proposals
Triggers when a proposal is marked as lost. Does not work with Classic proposals.
Triggers when a contract is accepted.
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