Practice Ignition
Slack
zapier

An automated workflow using zapier

Connects Practice Ignition + Slack

Post messages in Slack for proposals accepted in Ignition

About this workflow template

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.

Diagram

Post messages in Slack for proposals accepted in Ignition
Workflow diagram: Practice Ignition + Slack integration

How it works?

When this trigger fires in Practice Ignition

Practice Ignition

Proposal Accepted in Practice Ignition

Triggers when a proposal is accepted.

Then this action happens in Slack

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

How to set up this workflow

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

Configure Applications

First, we need to connect Practice Ignition and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Practice Ignition to Zapier.

    Connect Practice Ignition to Zapier.

    Give Zapier access to your Practice Ignition account, using Practice Ignition credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

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

    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

    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

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    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 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!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Practice Ignition

    Create client

    Creates a new client.

    zapier
    actionbyzapier
  • Practice Ignition

    Proposal accepted

    Triggers when a proposal is accepted.

    zapier
    triggerbyzapier
  • Practice Ignition

    Service accepted by client

    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.

    zapier
    triggerbyzapier
  • Practice Ignition

    Classic proposal state changed

    Triggers when a proposal's state changes. Only works with Classic proposals

    zapier
    triggerbyzapier
  • Practice Ignition

    Proposal marked as lost

    Triggers when a proposal is marked as lost. Does not work with Classic proposals.

    zapier
    triggerbyzapier
  • Practice Ignition

    Contract accepted (legacy)

    Triggers when a contract is accepted.

    zapier
    triggerbyzapier

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.