Post overdue invoice warnings to account owners
When an invoice becomes overdue in Proposify, send a direct message in Slack to the assigned account owner so they can follow up with the client immediately.
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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
Slack Explore Slack →
TriggersFires when a new message is posted to a channel in Slack.
Fires when your team or a keyword is mentioned in Slack.
Fires when a new channel is created in Slack.
Fires when a new file is shared in Slack.
Posts a message to a channel in Slack.
Sends a direct message to a person in Slack.
Creates a new channel in Slack.
Adds a user to a channel in Slack.
Proposify Explore Proposify →
TriggersFires when a new invoice is created in Proposify.
Fires when a payment is recorded in Proposify.
Fires when an invoice in Proposify passes its due date unpaid.
Fires when a new expense is recorded in Proposify.
Creates a new invoice in Proposify.
Records a payment against an invoice in Proposify.
Creates a new expense entry in Proposify.
Syncs a customer's billing record in Proposify.
More Slack + Proposify workflows
Alert accounting channels when payments arrive
When a payment is received in Proposify, automatically send a message to a designated channel in Slack so the finance team can celebrate and update accounts right away.
See details
Record receipts as expenses from chat attachments
When a new file is shared in an expenses channel in Slack, automatically create an expense entry in Proposify to streamline receipt tracking.
See details
See all Slack + Proposify integrations → · Browse the full workflow library →
Common questions
Can Knit build “Post overdue invoice warnings to account owners” between Slack and Proposify?
Yes — describe it in the box above and Knit's Integrations Agent researches Slack and Proposify's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting Proposify and Slack improve team productivity?
It delivers key financial updates—like received payments or overdue invoices—directly into Slack channels, so team members can respond quickly without continually logging into Proposify.
Can team members initiate accounting steps directly from a message in Slack?
Yes, you can set up workflows so specific chat interactions or file shares in Slack automatically record expenses or create invoices in Proposify.