Post every signed deal to your Slack wins channel
When the last signer signs, a Zap posts the deal to #deals in your team's own words, and a second Zap can add the deposit when it lands.
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- Building QuoteCloud since 2013
Build a Zap with QuoteCloud's Zapier app, on Essentials and up. QuoteCloud's Document Signing Complete trigger fires once every signer has signed, and Slack's Send Channel Message posts the deal to the channel you choose, with the fields you map. A second Zap on Document Part Paid can post the deposit when the client pays it.
Last reviewed by the QuoteCloud team
Two overlapping panels with sample data. Behind, Fernleigh & Sloane Property's listing proposal FS-1427 for 14 Linden Crescent, signed by both vendors, Claire and Tom Whitaker, with the $4,070.00 campaign deposit paid through Stripe. In front, an illustration of a team chat channel, #listings-won: a Zap's post saying both vendors signed, with the agent, the method and the campaign total, a second post for the deposit, and the principal's reply.
Why post wins to a Slack channel?
At Fernleigh & Sloane Property, a signed listing proposal starts a lot of work: photography, the drone, the copywriter, the signboard. Sales agent Nina Castellan often has the vendors sign at their kitchen table in the evening, and the rest of the office hears about it the next morning.
A wins channel fixes that. The moment both vendors sign, a Zap posts the listing to #listings-won, so the people who start the campaign see it first, and the principal can say well done while it still means something.
- Recipe 1: every fully signed document is posted to the wins channel.
- Recipe 2: the deposit paid inside the document follows as its own post.
- Opens and comments go to the owner instead: direct messages.
How does a signed quote become a post in #deals?
One trigger, an optional filter, one message.
ZapSigning complete: post the win
-
When
QuoteCloudTriggerDocument Signing CompleteFires once every required signature is complete.Passes on
- Document title
- Document number
- Signers
- Total
- Owner
- Only if Filter by ZapierFilterOnly continue if... the template is your listing proposal (optional), so other signed paperwork stays out of the channel.
-
Then
SlackActionSend Channel MessageTo #listings-won, written the way your team talks.Mapped in
- Channel: #listings-won
- Message Text
Use Document Signing Complete, not Recipient Signed Document, for a wins channel: the second fires for every signer, so a two-signer deal would post twice.
Claire Whitaker signs FS-1427 at 7:58 pm on Saturday, and Tom signs at 8:06 pm. One minute later #listings-won has the post: both vendors signed, 14 Linden Crescent, Nina's name, an auction in four weeks and the campaign total.
Result
One post per signed deal, as soon as the last signer signs, in the channel the whole office reads.
QuoteCloud's Zapier app: Essentials and up
How agencies take vendor signatures and depositsRecipe 2: the deposit follows the win
ZapPart paid: post the deposit
-
When
QuoteCloudTriggerDocument Part PaidFires when a document is partially paid, such as a deposit on signing.Passes on
- Document number
- Amount paid
- Document title
-
Then
SlackActionSend Channel MessageMapped in
- Channel: #listings-won
- Message Text
For payment in full use Document Paid. Finance usually wants these in their own channel: see payments to finance.
The Whitakers pay the $4,070.00 campaign deposit through Stripe inside the proposal, straight after signing, and a second post confirms it. Nobody has to check the payments screen before booking the photographer.
Result
The win and the money arrive in the same channel, as two short posts.
QuoteCloud Payments and the Zapier app: Essentials and up
The signed proposal, and the posts it makes
FS-1427 in QuoteCloud, signed and paid, and #listings-won after the two Zaps ran.
Vendor-paid advertising · 14 Linden Crescent
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Your campaign | |||
Signature campaignPhotography, floor plan, portal listings, signboard and brochures
|
1 pkg | $6,450 | $6,450.00 |
| Upgrades you can add Tick to add | |||
Drone photography & aerial videoShows the block, the street and the outlook
|
1 lot | $950 | $950.00 |
Video walkthrough · 60 secondsFilmed on the photography day
|
1 lot | $1,450 | $1,450.00 |
Virtual stylingLiving, dining and main bedroom
|
3 rooms | $160 | $480.00 |
Top-spot portal upgrade · 6 weeksYour listing at the top of search results
|
1 lot | $1,890 | $1,890.00 |
Letterbox drop2,000 flyers in the streets around yours
|
1 lot | $640 | $640.00 |
- Subtotal
- $7,400.00
- Tax (10%)
- $740.00
- Total
- $8,140.00
- Plus, monthly
- $0.00/mo
- Campaign deposit paid on signing (50%)
- $4,070.00
Accept, sign and pay the campaign deposit
2 of 2 signed
- Claire WhitakerVendor Signed14 Nov, 7:58 pm
- Tom WhitakerVendor Signed14 Nov, 8:06 pm
Campaign deposit paid on signing (50%)
$4,070.00
Paid via StripePay with card or PayPal
Certificate of authenticity and audit trail attached
2 Zaps
- Document Signing Complete
- Document Part Paid
- Send Channel Message
#listings-wonChannel · New listings, posted by a Zap
Saturday 14 November
-
Both vendors signed: 14 Linden Crescent, Marlowe Heights.
FS-1427 · Listing proposal
- Vendors
- Claire & Tom Whitaker
- Agent
- Nina Castellan
- Method
- Auction in 4 weeks
- Campaign
- $8,140.00 inc tax
Open FS-1427 in QuoteCloud
-
Campaign deposit paid: $4,070.00 on FS-1427.
-
Well done Nina. Photos and the drone at dusk on the first fine evening.
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 win post
| Slack: Slack message | Direction | QuoteCloud: QuoteCloud field | Goes into | Example (sample data) | Note |
|---|---|---|---|---|---|
| Recipe 1 · signing complete | |||||
| Channel | QuoteCloud to Slack | Fixed in the Zap | #listings-won |
||
| Message Text: headline | QuoteCloud to Slack | Document title | Document field | Both vendors signed: 14 Linden Crescent, Marlowe Heights |
|
| Message Text: who signed | QuoteCloud to Slack | Signers | Document field | Claire & Tom Whitaker |
Check the trigger's test data for the field name. |
| Message Text: value | QuoteCloud to Slack | Total | Document field | $8,140.00 inc tax |
|
| Message Text: owner | QuoteCloud to Slack | Owner | Document field | Nina Castellan |
|
| Recipe 2 · part paid | |||||
| Message Text | QuoteCloud to Slack | Amount paid, document number | Document field | Campaign deposit paid: $4,070.00 on FS-1427 |
|
Map only what the team needs to see: whoever is in the channel reads it. All values are sample data. See every message's fields.
Variations on the win post
Only the big ones
Add a Filter by Zapier step so only deals over an amount you choose are posted, and smaller wins stay with their owner. More in noise control.
Tell the delivery team too
Add a second Send Private Channel Message step to the same Zap, so onboarding or operations can start the job from the same moment.
Prefer Microsoft Teams?
The same QuoteCloud trigger works 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 signing event from QuoteCloud's API or Zapier endpoints, and post with Make's own Slack modules.
Make the next win everyone's news
QuoteCloud's Zapier app is on the Essentials plan and up. Start a free 14-day trial and post a test win to a private channel.
Build the win-celebration Zap in five steps
Pick the channel
Create #deals or #listings-won in Slack, or choose an existing channel the whole team reads.
Start with Document Signing Complete
In Zapier, choose QuoteCloud and the trigger, then test it with a document every signer has signed.
Filter, if you need to
Add Filter by Zapier's Only continue if... for the template or the amount you celebrate.
Write the post
Add Slack's Send Channel Message, choose the channel and write the message with the title, signers, total and owner from the trigger.
Test, then turn it on
Sign a test quote sent to an @example.com address, check the post in a private test channel, then point it at the real one.
Questions about win posts
Can Slack announce when a QuoteCloud quote is signed?
Yes, with a Zap. QuoteCloud's Document Signing Complete trigger fires once every signer has signed, and Slack's Send Channel Message posts to the channel you choose. You write the message and drop in fields such as the document title, the signers and the total.
Why not use Recipient Signed Document for a wins channel?
Because it fires each time one signer signs. A document with two signers would post twice, and the first post would celebrate a deal that isn't closed yet. Use Recipient Signed Document for a direct message to the owner, and Document Signing Complete for the channel.
Can the deposit be posted too?
Yes. When the client pays a deposit inside the document through QuoteCloud Payments, the Document Part Paid trigger can start a second Zap that posts it. Document Paid fires when a document is paid in full. QuoteCloud Payments is on Essentials and up.
Do win posts carry a QuoteCloud fee?
No. They read QuoteCloud events and post to Slack; they don't create documents. The per-document fee of US$2.00, $1.80 or $1.60 by volume applies only to documents created through Zapier or the API.
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.
- 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 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.
Signed tonight. Celebrated tonight.
Start a free 14-day trial of QuoteCloud and post every signed deal to Slack with one Zap.