What QuoteCloud with Slack can and can't do
Plain answers before you build: what the Zaps post, where they stop, how Zapier and Make compare, and what we haven't confirmed yet.
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Through QuoteCloud's Zapier app, QuoteCloud events such as signatures, first views, comments, approval requests, payments and expiry can post to Slack channels or direct messages, in your own words. Nothing posts unless you build a Zap or a Make scenario. Approving, replying to clients and sending stay in QuoteCloud.
Last reviewed by the QuoteCloud team
What the Slack Zaps can do
Post signed deals
Document Signing Complete to a channel with Send Channel Message, once per fully signed document.
Win celebrationsMessage the owner
First views and comments as direct messages, found by email with Find User by Email.
Opens & commentsNudge approvers
Document Review Requested and Document Review Accepted as direct messages (approval workflow: Business).
Approval nudgesTell finance
Document Part Paid, Document Paid and Document Payment Event to a private channel.
Payments to financeDigest what can wait
Document Expired and Document Lost collected by Digest by Zapier and posted weekly.
Expired digestStay quiet
Filters on value, template or comment type, Paths by audience, and scheduled posts.
Noise control
Where the Zaps stop
Nothing is built in
There's no built-in Slack connection in QuoteCloud. Each update you want in Slack is a Zap or a Make scenario you build and turn on.
Decisions stay in QuoteCloud
Approving or rejecting, replying to a client's comment and sending the document happen in QuoteCloud. A Slack message is a heads-up with a link back.
No documents in Slack
A message carries the fields you map, not the document. The quote, its signatures and comments stay in QuoteCloud.
No buyer choices
A Zap never ticks options or chooses content blocks for the client. Clients choose in the document.
No warning before expiry (yet)
This site posts what has expired. Use QuoteCloud's Expiring Soon filter for what's about to; a Slack list of those isn't confirmed.
Not a record of payments
A payment post tells people; your accounts are kept in your accounting app, through its own connection.
Zapier or Make?
Both reach the same QuoteCloud events. The difference is how much you build yourself.
Zapier
QuoteCloud's Zapier app has ready-made triggers, actions and searches; Slack's Zapier app has Send Channel Message, Send Direct Message and more. Every recipe on this site is a Zap. Essentials and up; posting to Slack carries no per-document fee.
Connect it, step by stepMake, bring your own
Connect Make to QuoteCloud with Make's built-in OAuth, then call QuoteCloud's API or Zapier endpoints from a scenario, beside Make's own Slack modules. No ready-made QuoteCloud app on Make; API access on Essentials and up.
Make questions
See it with your own quotes
Start a free 14-day trial of QuoteCloud and test a Slack Zap with a sample quote before you plan the rest.
What haven't we confirmed yet?
We only describe what we've confirmed. These are possible or plausible, but we haven't tested them, so the recipes on this site don't depend on them.
- Which fields each QuoteCloud trigger carries, such as the owner's email or a link to the document. Every recipe says to check the trigger's test data.
- Approving from Slack: Slack's Request Approval action can hold a Zap until someone clicks Approve or Decline, and QuoteCloud's Approve or Reject Document Workflow records the decision of the approver whose account the Zap uses.
- Zaps that start in Slack, such as a reaction or a message, and act in QuoteCloud.
- A scheduled list of quotes about to expire, read from QuoteCloud.
- Whether documents created from a Make scenario carry the per-document fee. No Slack recipe here creates documents.
Questions about the limits
Does QuoteCloud post to Slack without Zapier or Make?
No. There is no built-in Slack connection. QuoteCloud's events reach Slack through a Zap you build with QuoteCloud's Zapier app, on Essentials and up, or a Make scenario that calls QuoteCloud's API. Nothing posts until you turn one on.
Can Slack create or change a QuoteCloud quote?
Not in the recipes on this site. Zapier can start a Zap from a Slack event, such as a new message in a channel, and run a QuoteCloud action, but we haven't built or tested one. Quotes are created and edited in QuoteCloud.
Can Slack show the quote itself?
No. A Slack message carries only the fields you map, such as the document number, the client and the total, with a link back if your trigger's data has one. The quote, its options, signatures and comments stay in QuoteCloud.
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.
- A weekly digest of expired and lost quotesExpired and lost quotes collected through the week and posted once, on Friday afternoon.
- 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 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.
Know what it does before you build.
Start a free 14-day trial of QuoteCloud, or book a demo and talk through your Slack plan with our team.
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