Build two Zaps with QuoteCloud's Zapier app, on Essentials and up. Recipient First Viewed Document fires when a recipient first opens a quote; Document Comment Event fires on comments. Slack's Find User by Email finds the owner and Send Direct Message tells them, so the follow-up call or the reply lands while the client is still reading.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the activity on Ambergrove Digital's retainer proposal AD-R-2207 in QuoteCloud: sent to Elena Marsh and Daniel Kwan at Kinroy Outdoor Co., opened by Elena on Tuesday 20 October at 2:48 pm, a comment from Daniel asking whether paid search can start before the summer sale, and Rina Takahashi's reply. In front, an illustration of a team chat direct message to Rina: a Zap's message that Elena opened the proposal, then one with Daniel's comment and a link to reply in QuoteCloud.
ADAmbergrove DigitalRetainer proposalAD-R-2207Sample · fictional business
Activity
Proposal sent to Elena and DanielEmail link · AD-R-2207
Opened by Elena MarshTue 20 Oct, 2:48 pm
Comment from Daniel KwanCan we start paid search before the summer sale on 26 Dec?
Reply from Rina TakahashiYes: campaigns go live in week three
QuoteCloud activity
Team chat · direct messageAmbergrove DigitalIllustration · sample data
QA
Quote alertsDirect message · to Rina Takahashi
Tuesday 20 October
Quote alertsPosted by a Zap2:49 pm
Opened: Elena Marsh has opened AD-R-2207 for the first time.
12-month growth retainer for Kinroy Outdoor Co.
Recipient
Elena Marsh
Opened
Tue 20 Oct, 2:48 pm
Open AD-R-2207 in QuoteCloud
Quote alertsPosted by a Zap3:31 pm
New comment on AD-R-2207 from Daniel Kwan, Kinroy Outdoor Co.:
“Can we start paid search before the summer sale on 26 Dec?”
Reply in QuoteCloud
Illustration with sample data: a generic team chat, not Slack's screen. The Zap writes every word you see in its posts.
To the owner
Whysendopensandcommentstotheowner?
Ambergrove Digital's account director, Rina Takahashi, sends retainer proposals of $8,000 to $10,000 a month. The best time to call is when the client has just opened the proposal; the worst is two days later, after they've shown it to someone else.
QuoteCloud already shows who opened a document and when. A Zap puts that in front of the one person who should act on it, as a direct message, instead of in a busy channel where a teammate might take the call or nobody does.
Recipe 1: a recipient's first open becomes a direct message to the owner.
Recipe 2: a new comment in the document becomes a direct message, with the question in it.
Replies still happen in the document, where the client sees them.
Howdoesafirstopenbecomeadirectmessage?
Find the owner in Slack, then message them.
ZapFirst open: message the owner
WhenQCQuoteCloudTriggerRecipient First Viewed DocumentFires when an identified recipient first opens the document.Passes on
Recipient name
Viewed at
Document title
Document number
Owner email
ThenSlackSearchFind User by EmailSearches on the owner's email from the trigger, if its test data shows it.Searches on
Email
ThenSlackActionSend Direct MessageMapped in
User (from the search)
Message Text
If your trigger's test data doesn't include the owner's email, send the message to a fixed person, or add Paths by Zapier with one path per rep.
Rina sends AD-R-2207 to Elena Marsh and Daniel Kwan on Tuesday morning. Elena opens it at 2:48 pm, and a minute later Rina has a direct message saying so, with a link back to the proposal. She calls at three, while Elena is still reading the channel scopes.
Result
The owner, and only the owner, hears about each recipient's first open within a minute.
WhenQCQuoteCloudTriggerDocument Comment EventFires when a comment is created, resolved or reopened.Passes on
Comment text
Author
Document number
Owner email
Only ifZaFilter by ZapierFilterOnly continue if... the event is a new comment, so resolving or reopening one doesn't send a message.
ThenSlackSearchFind User by EmailSearches on
Email
ThenSlackActionSend Direct MessageMapped in
User (from the search)
Message Text
At 3:31 pm Daniel, Kinroy's finance director, asks in the proposal whether paid search can start before the summer sale on 26 December. Rina reads it in Slack, replies in the document that campaigns go live in week three, and both sign the next morning.
Result
A client's question reaches the person who can answer it, while the proposal is still open on their screen.
QuoteCloud's Zapier app: Essentials and up
WhattheownerseesinQuoteCloudandinSlack
The proposal's activity and comment in QuoteCloud, and the two direct messages the Zaps sent Rina.
ADAmbergrove DigitalRetainer proposalAD-R-2207Sample · fictional business
Activity
Proposal sent to Elena and DanielEmail link · AD-R-2207
Opened by Elena MarshTue 20 Oct, 2:48 pm
Comment from Daniel KwanCan we start paid search before the summer sale on 26 Dec?
Reply from Rina TakahashiYes: campaigns go live in week three
Notes
Fees are Ambergrove's own, plus tax.
Ad spend is Kinroy's estimate, paid to the platforms on Kinroy's own cards.
Any forecasts we share are our own estimates, not promises.
DKDaniel KwanCan we start paid search before the summer sale on 26 Dec?
PWRina TakahashiYes: accounts and tracking are set up in the first two weeks, so campaigns go live in week three.
AD-R-2207: opened by Elena, Daniel's comment and Rina's reply in the document.
2 Zaps
Recipient First Viewed Document
Document Comment Event
Find User by Email
Send Direct Message
Team chat · direct messageAmbergrove DigitalIllustration · sample data
QA
Quote alertsDirect message · to Rina Takahashi
Tuesday 20 October
Quote alertsPosted by a Zap2:49 pm
Opened: Elena Marsh has opened AD-R-2207 for the first time.
12-month growth retainer for Kinroy Outdoor Co.
Recipient
Elena Marsh
Opened
Tue 20 Oct, 2:48 pm
Open AD-R-2207 in QuoteCloud
Quote alertsPosted by a Zap3:31 pm
New comment on AD-R-2207 from Daniel Kwan, Kinroy Outdoor Co.:
“Can we start paid search before the summer sale on 26 Dec?”
Reply in QuoteCloud
Illustration with sample data: a generic team chat, not Slack's screen. The Zap writes every word you see in its posts.
The direct messages to Rina, each with a link back to the proposal.
The chat is our illustration of a generic team chat with sample data, not Slack's screen. Every business here is fictional.
Whatgoesintothedirectmessages
Opens and comments: QuoteCloud fields and where they go in Slack
Slack: Slack
Direction
QCQuoteCloud: QuoteCloud field
Goes into
Example (sample data)
Note
Recipe 1 · first open
Email (Find User by Email)
QuoteCloud to Slack
Owner email
Slack search
rina.takahashi@example.com
Only if the trigger's test data has it.
Message Text
QuoteCloud to Slack
Recipient name, viewed at, document number
Direct message
Opened: Elena Marsh has opened AD-R-2207 for the first time
Recipe 2 · new comment
Filter
QuoteCloud to Slack
Comment event type
Document field
Created
Message Text
QuoteCloud to Slack
Comment text, author, document number
Direct message
New comment on AD-R-2207 from Daniel Kwan: Can we start paid search before the summer sale?
Check each trigger's test data for the field names. All values are sample data.
Variationsontheserecipes
To a channel instead
Swap Send Direct Message for Send Channel Message to post opens to #sales, as a shared view of what clients are reading. Keep comments as direct messages.
Only the first recipient
The trigger fires for each identified recipient. If two people get the quote and you want one message, filter on the recipient's email or role.
Bring your own: connect Make to QuoteCloud with Make's built-in OAuth, take the view and comment events from QuoteCloud's API or Zapier endpoints, and send them with Make's own Slack modules.
Call while they're still reading
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and send yourself a test alert.
In Zapier, choose QuoteCloud and the trigger, then test it with a quote you've sent and opened as the recipient.
2
Check the owner's email
Look for the document owner's email in the test data. If it isn't there, plan a fixed person or one path per rep.
3
Find the owner in Slack
Add Slack's Find User by Email, searching on that email.
4
Send the message
Add Send Direct Message to the user the search found, with the recipient's name, the time and the document number.
5
Test, then turn it on
Open a test quote sent to an @example.com address, check the direct message arrives, then switch the Zap on.
Questionsaboutopenandcommentalerts
Can Slack tell me when a client opens my quote?
Yes, with a Zap. QuoteCloud's Recipient First Viewed Document trigger fires the first time an identified recipient opens the document. Slack's Send Direct Message can tell you, or Send Channel Message can post it to a team channel. QuoteCloud's own activity always shows every view as well.
How does the message reach the right rep?
With Slack's Find User by Email, searching on the document owner's email, when the trigger's test data includes it. If it doesn't, send every message to one person, or use Paths by Zapier with one path per rep. Each rep's Slack email must match the one used in the Zap.
Can I reply to a comment from Slack?
Reply in the document. The Slack message carries the comment and a link back, and your reply in QuoteCloud is what the client sees, beside the part of the document they asked about. Keeping the conversation in the document also keeps the record in one place.
Will resolving a comment send another message?
Only if you let it. Document Comment Event fires when a comment is created, resolved or reopened. Add a Filter by Zapier step that continues only for new comments, using the field in the trigger's test data that says which event it was.
Message the owner when a client opens or comments
Two Zaps send the quote's owner a direct message in Slack: one the first time a client opens it, one when someone asks a question in the document.
Build two Zaps with QuoteCloud's Zapier app, on Essentials and up. Recipient First Viewed Document fires when a recipient first opens a quote; Document Comment Event fires on comments. Slack's Find User by Email finds the owner and Send Direct Message tells them, so the follow-up call or the reply lands while the client is still reading.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, the activity on Ambergrove Digital's retainer proposal AD-R-2207 in QuoteCloud: sent to Elena Marsh and Daniel Kwan at Kinroy Outdoor Co., opened by Elena on Tuesday 20 October at 2:48 pm, a comment from Daniel asking whether paid search can start before the summer sale, and Rina Takahashi's reply. In front, an illustration of a team chat direct message to Rina: a Zap's message that Elena opened the proposal, then one with Daniel's comment and a link to reply in QuoteCloud.
Activity
Quote alertsDirect message · to Rina Takahashi
Tuesday 20 October
Quote alertsPosted by a Zap2:49 pm
Opened: Elena Marsh has opened AD-R-2207 for the first time.
12-month growth retainer for Kinroy Outdoor Co.
Open AD-R-2207 in QuoteCloud
Quote alertsPosted by a Zap3:31 pm
New comment on AD-R-2207 from Daniel Kwan, Kinroy Outdoor Co.:
“Can we start paid search before the summer sale on 26 Dec?”
Reply in QuoteCloud
Illustration with sample data: a generic team chat, not Slack's screen. The Zap writes every word you see in its posts.
Why send opens and comments to the owner?
Ambergrove Digital's account director, Rina Takahashi, sends retainer proposals of $8,000 to $10,000 a month. The best time to call is when the client has just opened the proposal; the worst is two days later, after they've shown it to someone else.
QuoteCloud already shows who opened a document and when. A Zap puts that in front of the one person who should act on it, as a direct message, instead of in a busy channel where a teammate might take the call or nobody does.
How does a first open become a direct message?
Find the owner in Slack, then message them.
ZapFirst open: message the owner
If your trigger's test data doesn't include the owner's email, send the message to a fixed person, or add Paths by Zapier with one path per rep.
Rina sends AD-R-2207 to Elena Marsh and Daniel Kwan on Tuesday morning. Elena opens it at 2:48 pm, and a minute later Rina has a direct message saying so, with a link back to the proposal. She calls at three, while Elena is still reading the channel scopes.
Result
The owner, and only the owner, hears about each recipient's first open within a minute.
QuoteCloud's Zapier app: Essentials and up
How agencies send retainer proposalsRecipe 2: a client's comment, straight to the owner
ZapNew comment: message the owner
At 3:31 pm Daniel, Kinroy's finance director, asks in the proposal whether paid search can start before the summer sale on 26 December. Rina reads it in Slack, replies in the document that campaigns go live in week three, and both sign the next morning.
Result
A client's question reaches the person who can answer it, while the proposal is still open on their screen.
QuoteCloud's Zapier app: Essentials and up
What the owner sees in QuoteCloud and in Slack
The proposal's activity and comment in QuoteCloud, and the two direct messages the Zaps sent Rina.
Activity
Notes
DKDaniel KwanCan we start paid search before the summer sale on 26 Dec?
PWRina TakahashiYes: accounts and tracking are set up in the first two weeks, so campaigns go live in week three.
2 Zaps
Quote alertsDirect message · to Rina Takahashi
Tuesday 20 October
Quote alertsPosted by a Zap2:49 pm
Opened: Elena Marsh has opened AD-R-2207 for the first time.
12-month growth retainer for Kinroy Outdoor Co.
Open AD-R-2207 in QuoteCloud
Quote alertsPosted by a Zap3:31 pm
New comment on AD-R-2207 from Daniel Kwan, Kinroy Outdoor Co.:
“Can we start paid search before the summer sale on 26 Dec?”
Reply in QuoteCloud
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 the direct messages
rina.takahashi@example.comOpened: Elena Marsh has opened AD-R-2207 for the first timeCreatedNew comment on AD-R-2207 from Daniel Kwan: Can we start paid search before the summer sale?Check each trigger's test data for the field names. All values are sample data.
Variations on these recipes
To a channel instead
Swap Send Direct Message for Send Channel Message to post opens to #sales, as a shared view of what clients are reading. Keep comments as direct messages.
Only the first recipient
The trigger fires for each identified recipient. If two people get the quote and you want one message, filter on the recipient's email or role.
Prefer Microsoft Teams?
The same QuoteCloud triggers 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, take the view and comment events from QuoteCloud's API or Zapier endpoints, and send them with Make's own Slack modules.
Call while they're still reading
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and send yourself a test alert.
Build the first-open Zap in five steps
Start with Recipient First Viewed Document
In Zapier, choose QuoteCloud and the trigger, then test it with a quote you've sent and opened as the recipient.
Check the owner's email
Look for the document owner's email in the test data. If it isn't there, plan a fixed person or one path per rep.
Find the owner in Slack
Add Slack's Find User by Email, searching on that email.
Send the message
Add Send Direct Message to the user the search found, with the recipient's name, the time and the document number.
Test, then turn it on
Open a test quote sent to an @example.com address, check the direct message arrives, then switch the Zap on.
Questions about open and comment alerts
Can Slack tell me when a client opens my quote?
Yes, with a Zap. QuoteCloud's Recipient First Viewed Document trigger fires the first time an identified recipient opens the document. Slack's Send Direct Message can tell you, or Send Channel Message can post it to a team channel. QuoteCloud's own activity always shows every view as well.
How does the message reach the right rep?
With Slack's Find User by Email, searching on the document owner's email, when the trigger's test data includes it. If it doesn't, send every message to one person, or use Paths by Zapier with one path per rep. Each rep's Slack email must match the one used in the Zap.
Can I reply to a comment from Slack?
Reply in the document. The Slack message carries the comment and a link back, and your reply in QuoteCloud is what the client sees, beside the part of the document they asked about. Keeping the conversation in the document also keeps the record in one place.
Will resolving a comment send another message?
Only if you let it. Document Comment Event fires when a comment is created, resolved or reopened. Add a Filter by Zapier step that continues only for new comments, using the field in the trigger's test data that says which event it was.
More Slack questions
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.
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