A Friday digest of expired and lost quotes in Slack
Instead of a post every time a quote lapses, Zapier's digest collects expired and lost quotes through the week and posts the list once, so Monday starts with the follow-up calls.
- 5/5 on G2
- 4.2 on Capterra
- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Zapier app, on Essentials and up: Document Expired adds each expired quote to a Digest by Zapier digest, released every Friday afternoon, and Slack's Send Channel Message posts the list. A second Zap on Document Lost can add lost quotes. QuoteCloud's Expiring Soon filter shows what's about to lapse.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Fernleigh & Sloane Property's documents in QuoteCloud filtered by Expiring Soon: listing proposals for 27 Myrtle Street, 4/16 Fig Tree Lane, 52 Corella Close and 9 Quoll Track, with days left. In front, an illustration of a team chat channel, #listings: a Zap's Friday 4 pm digest listing three proposals that expired or were lost this week, then the principal asking the agent to call the Okonkwos on Monday, and the agent's reply.
Why a digest instead of a post for each one?
Fernleigh & Sloane Property sends listing proposals that are valid for 14 or 21 days. Most are signed; some expire while the vendors think it over, and a few are lost to another agency.
A post every time one lapses is noise. One list on Friday afternoon is a meeting agenda: the principal, Laura Sloane, reads it, picks the ones worth a second try, and the agents start Monday with the calls. Before a proposal expires, QuoteCloud's Expiring Soon filter already shows the team what's about to lapse.
- Recipe: every expired quote is added to a weekly digest, posted on Friday at 4 pm.
- Optional: a second Zap adds lost quotes to the same digest.
- What's still live but close to expiry: QuoteCloud's Expiring Soon filter.
How does Zapier collect expired quotes into one post?
Digest by Zapier holds each entry until the time you set, then the next step runs once.
ZapExpired: add to Friday's digest
-
When
QuoteCloudTriggerDocument ExpiredFires when a document expires.Passes on
- Document title
- Document number
- Client
- Owner
-
Then
Digest by ZapierActionAppend Entry and Schedule DigestOne line per quote; released weekly, Friday at 4 pm.Mapped in
- Digest title
- Entry
- Schedule: weekly
-
Then
SlackActionSend Channel MessageRuns when the digest is released.Mapped in
- Channel: #listings
- Message Text (the digest)
To add lost quotes, build a second Zap: Document Lost, then Append Entry and Schedule Digest with the same digest title. Test that both feed one list.
FS-1431 for Sam and Ivy Okonkwo expires on Saturday 21 November and FS-1424 for Ruth Calder on Tuesday 24 November; each adds a line to the digest. At 4 pm on Friday 27 November, #listings gets one post with all of the week's lines.
Result
One post a week, with every expired quote on it, at the time the team plans next week.
QuoteCloud's Zapier app: Essentials and up
How agencies track and follow up proposalsBefore it expires, and after
QuoteCloud's Expiring Soon filter while there's still time, and Friday's digest for what lapsed.
4 listing proposals expire in the next 14 days
- Listing proposal · 27 Myrtle StreetSam & Ivy Okonkwo · FS-1431 Expires 21 Novin 3 days Opened
- Listing proposal · 4/16 Fig Tree LaneRuth Calder · FS-1424 Expires 24 Novin 6 days Opened
- Listing proposal · 52 Corella CloseBen & Ana Ortiz · FS-1420 Expires 28 Novin 10 days Sent
- Listing proposal · 9 Quoll TrackGraham Wills · FS-1418 Expires 30 Novin 12 days Signing
2 Zaps
- Document Expired
- Document Lost
- Append Entry and Schedule Digest
- Send Channel Message
#listingsChannel · Weekly digest, posted by a Zap
Friday 27 November
-
This week's expired and lost listing proposals (3)
- FS-1431 · 27 Myrtle Street · Sam & Ivy OkonkwoExpired Sat 21 Nov
- FS-1424 · 4/16 Fig Tree Lane · Ruth CalderExpired Tue 24 Nov
- FS-1416 · 3 Banksia Rise · Hugh PetrieMarked lost Thu 26 Nov
-
Nina, the Okonkwos were keen. Worth a call on Monday with a fresh proposal?
-
Will do. I'll revise it with this month's comparables.
Illustration with sample data: a generic team chat, not Slack's screen. The Zap writes every word you see in its posts.
The chat is our illustration of a generic team chat with sample data, not Slack's screen. Every business here is fictional.
What goes into each digest line
| Slack: Digest / Slack | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Expired (and lost) · each entry | |||||
| Entry | QuoteCloud to Slack | Document number, title, client | Digest entry | FS-1431 · 27 Myrtle Street · Sam & Ivy Okonkwo |
|
| Entry: what happened | QuoteCloud to Slack | Fixed text per Zap, and the date | Digest entry | Expired Sat 21 Nov |
|
| On release · Friday 4 pm | |||||
| Channel | QuoteCloud to Slack | Fixed in the Zap | #listings |
||
| Message Text | QuoteCloud to Slack | The digest's content | This week's expired and lost listing proposals (3) |
||
Check each trigger's test data for the field names. All values are sample data.
Variations on the digest
One digest per team
Use a different digest title and channel for each office or desk, with a Filter by Zapier step on the owner.
Monday morning instead
Release the digest on Monday at 8 am if your team plans the week then. The schedule is set in the digest step.
Prefer Microsoft Teams?
The same QuoteCloud triggers and digest work with Teams' own Zapier actions: QuoteCloud with Microsoft Teams.
Build it in Make instead
Bring your own: connect Make to QuoteCloud with Make's built-in OAuth, collect expired documents from QuoteCloud's API or Zapier endpoints, and post the list with Make's own Slack modules.
Turn lapsed quotes into Monday's calls
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and set up a test digest.
Build the expired digest in five steps
Start with Document Expired
In Zapier, choose QuoteCloud and the trigger, and test it with a document that has expired.
Add the digest step
Add Digest by Zapier's Append Entry and Schedule Digest, name the digest and write one line per quote.
Set the schedule
Release it weekly, on Friday afternoon, or whenever your team plans the week.
Post the list
Add Slack's Send Channel Message after the digest step, with the digest's content as the message.
Add lost quotes
Build a second Zap on Document Lost that appends to the same digest, test both, then turn them on.
Questions about the expired digest
Can Slack tell us when a QuoteCloud quote expires?
Yes, with a Zap. QuoteCloud's Document Expired trigger fires when a document expires. You can post each one with Send Channel Message, or, as on this page, collect them with Digest by Zapier and post one list a week.
Can Slack warn us before a quote expires?
Use QuoteCloud for that. Its Expiring Soon filter lists documents nearing their expiry date. A Slack list of quotes about to expire would need a scheduled Zap to read expiry dates from QuoteCloud, which we haven't confirmed, so this page posts what has expired.
Can lost quotes go in the same digest?
Yes. Build a second Zap that starts with QuoteCloud's Document Lost trigger and appends to a digest with the same title. Test it once, so you can see both kinds of line in one Friday post before you rely on it.
Does the digest need a paid Zapier plan?
Digest by Zapier is one of Zapier's built-in tools, and each Zap step uses tasks on your Zapier plan. Check Zapier's plans for your volume. On QuoteCloud's side, the Zapier app is on Essentials and up, and these Zaps carry no per-document fee.
More on QuoteCloud and Slack
Six use cases with the exact Zapier steps, then how to connect, what goes into each message and what it costs.
- Post signed deals to a wins channelWhen every signer has signed, a Zap posts the deal to #deals, and a deposit paid can follow it.
- Message the owner when a client opens or commentsA direct message to the quote's owner on the client's first open and on every new comment.
- Nudge approvers in SlackA document goes into review and the approver hears about it; once approved, the owner knows it's ready to send.
- Post payments to a finance channelDeposits, payments in full and failed payments posted to a private finance channel.
- Keep Slack channels quietChoose the moments that matter, filter by value, send the rest as direct messages or a digest.
- Connect Slack to QuoteCloud, step by stepCheck the plan, connect QuoteCloud and Slack in Zapier, build the first Zap and test it.
- What goes into each Slack messageWhich QuoteCloud fields each Zap on this site puts in its message, with sample values.
- Test and troubleshoot the Slack ZapsTest with a sample quote, then fix the usual problems: no message, the wrong person, blank fields.
- What QuoteCloud with Slack can and can't doWhat the Zaps post, where they stop, Zapier or Make, and what we haven't confirmed yet.
- What the Slack connection costsEssentials and up for Zapier; posting to Slack creates no documents, so no per-document fee.
- FAQAnswers to the questions teams ask before connecting QuoteCloud and Slack.
Every lapsed quote, on Friday's list.
Start a free 14-day trial of QuoteCloud and post a weekly digest of expired and lost quotes to Slack.