QuoteCloud + Slack
Connect QuoteCloud to Slack through Zapier and your team hears the moment a client opens, signs or comments on a quote. Views can go to the sales channel, signatures to a wins channel and comments straight to the person who owns the deal.
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Via Zapier
Slack is a team chat app with channels and direct messages, where many sales and delivery teams talk through their day. QuoteCloud customers use it so document updates reach people where they already work, instead of in email.
See Slack triggers and actions on ZapierWorkflows
Each one is a trigger in one app and the steps that follow in the other. Build them as they are, or change any step.
01Via Zapier
A message posts to #sales with the client's name and the document as soon as they first open it, so the follow-up call lands while it is fresh.
Events & functions02Via Zapier
When the last signer signs, a message posts to #deals-won with the document name, the signer and the total, written in your team's own words.
Real estate03Via Zapier
A client's comment on the document arrives as a direct message to the rep, so a question gets answered while the quote is still open.
Marketing servicesSetup
Create a Zap and sign in to QuoteCloud, or paste your API key if Zapier asks, then connect your Slack workspace. Zapier access to QuoteCloud is on the Essentials plan and up.
Pick the moment that matters, such as Recipient First Viewed Document, Document Signing Complete or Document Comment Event. Use one Zap per moment.
Choose Send Channel Message or Send Direct Message, pick the channel or person, and map fields like document name, signer and total into the text.
Open or sign a test document sent to an @example.com address, check the message in Slack, then switch the Zap on.
Zapier access is on QuoteCloud's Essentials plan and up. Posting updates to Slack doesn't create documents, so it carries no QuoteCloud document fee.
FAQ
Through QuoteCloud's Zapier app, with no code to write. Choose a QuoteCloud trigger, such as Document Signing Complete, connect your QuoteCloud account, then choose a Slack action such as Send Channel Message. Map the fields into the message, test it and turn it on. Each Zap posts one kind of update.
You choose. QuoteCloud's Zapier triggers include Recipient First Viewed Document, Recipient Signed Document, Document Signing Complete, Document Accepted, Document Review Accepted, Document Paid, Document Status Changed and Document Comment Event. Each one can start its own Zap, so you can post views, approvals, signatures, payments and comments to different channels.
Yes. Each Zap posts to the Slack channel or direct message you pick, so signed deals can go to one channel and day-to-day activity to another. You write the message text yourself and drop in fields from QuoteCloud, such as the document name, the client and the total.
Only the fields you map into the message are sent to Slack, such as the document name, the client and the total. The document itself stays in QuoteCloud, which protects documents with 256-bit encryption and is hosted on AWS. Who sees each message depends on the Slack channel or person you choose.
Zapier access is on QuoteCloud's Essentials plan and up. Posting updates to Slack carries no QuoteCloud fee. Each document created through Zapier or the API carries a fee of US$2.00, falling to $1.80 and $1.60 at higher volumes. Slack and Zapier are separate services with their own plans and limits.
Try QuoteCloud free for 14 days, then connect Slack.
Thousands more connect through QuoteCloud’s Zapier app. Search for yours, pick a QuoteCloud trigger or action, and build the Zap.
