Quotient
Slack
zapier

An automated workflow using zapier

Connects Quotient + Slack

Send Slack channel messages for new accepted quotes in Quotient

About this workflow template

This automation scenario allows you to connect Quotient and Slack

It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Quotient and Slack can also be integrated using automation tools other than zapier:

Diagram

Send Slack channel messages for new accepted quotes in Quotient
Workflow diagram: Quotient + Slack integration

How it works?

When this trigger fires in Quotient

Quotient

Quote Accepted in Quotient

Triggers when a Quote is Accepted.

Then this action happens in Slack

Slack

Send Channel Message in Slack

Post a new message to a specific #channel you choose. Can also schedule a message for later.

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Send Slack channel messages for new accepted quotes in Quotient.

Part I

Configure Applications

First, we need to connect Quotient and Slack to Zapier.

  • Create Zapier account.

    Create Zapier account.

    Create Zapier account if you don't have one.

  • Connect Quotient to Zapier.

    Connect Quotient to Zapier.

    Give Zapier access to your Quotient account, using Quotient credentials.

  • Connect Slack to Zapier.

    Connect Slack to Zapier.

    Give Zapier access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.

  • Set up a Trigger action for Quotient

    Set up a Trigger action for Quotient

    Choose the following trigger: Quote Accepted (Triggers when a Quote is Accepted.).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Send Channel Message (Post a new message to a specific #channel you choose. Can also schedule a message for later.).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Quotient and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Send Slack channel messages for new accepted quotes in Quotient!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New reaction added

    Triggers when a reaction (aka reactji) is added to a message in a public #channel.

    zapier
    triggerbyzapier
  • Quotient

    Create contact

    Creates a new Contact.

    zapier
    actionbyzapier
  • Quotient

    Create lead

    Creates a new Lead.

    zapier
    actionbyzapier
  • Quotient

    Quote accepted

    Triggers when a Quote is Accepted.

    zapier
    triggerbyzapier
  • Quotient

    Quote sent

    Triggers when a New Quote is first Sent.

    zapier
    triggerbyzapier
  • Quotient

    Customer asked question

    Triggers when a Customer asks a New Question.

    zapier
    triggerbyzapier
  • Quotient

    Customer viewed quote

    Triggers every time a Customer views a Quote.Note: Concurrent views within a 6 hour period will fire a trigger on the first-view only.

    zapier
    triggerbyzapier

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Zapier

Zapier

Automation Platforms

No-code automation service

Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.