Slack + SumoQuote

Send Slack channel messages for newly signed SumoQuote reports

Stay informed on important events in your sales process with this handy workflow. When a report is signed in SumoQuote, it will automatically send a channel message in Slack, keeping your team updated in real-time. This seamless integration between SumoQuote and Slack ensures efficient communication and helps you stay on top of your sales pipeline.

When this happens...
Report Signed
Triggers when a Report is signed by all signatories.
TriggerInstant
automatically do this!
Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

What does this mean?

Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
Instant
Try It
Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
Instant
Try It
Report Sent for Signatures
Triggers when a quote is sent for signatures. This trigger will be raised once per signature request sequence. A signature request sequence can include 1 - 4 signatories.
Trigger
Instant
Try It
Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
Try It
- Project IDRequired
- Customer First NameRequired
- Customer Last Name
- AddressRequired
- Email Address
- City
- Postal Code
- Phone Number
- Intake Date
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write

- PDF IdRequired
Action
Search
- Trigger for Bot Messages?
Trigger
Instant
Try It

- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- ChannelRequired
- Trigger for Bot Messages?
Trigger
Instant
Try It
- Reaction
- Channel
- User
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- First Name
- Last Name
- Title
- Email
- User
Action
Write
- Raw Request User Info
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
Edit Message
This action updates a specific message on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, the new text for the message, and a boolean to indicate if you want to edit a bot message.
Action
Write
- Search QueryRequired
- Sort By
- Sort Direction
Action
Search
- IDRequired
- Return Raw Results?
Action
Search
- UsernameRequired
- Return Raw Results?
Action
Search

Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Trigger
Instant
Try It
Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
Try It
Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
Try It
- Customer First NameRequired
- Customer Last Name
- Email
- Phone
- Address Line 1Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- IdRequired
Action
Search
- Search Criteria
- Salesperson Email
Action
Search
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
Trigger
Instant
Try It
- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
- Remind when?Required
- Remind who?
Action
Write
- ChannelRequired
- Message TextRequired
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap Id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel NameRequired
Action
Write
- ChannelRequired
- TopicRequired
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
- EmailRequired
- Return Raw Results?
Action
Search
- Full NameRequired
- Return Raw Results?
Action
Search

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more Help

Related categories

Team Chat

Similar apps

About SumoQuote

SumoQuote is a better way to build beautiful proposals so you can win more work.

Help

Related categories

Proposal & Invoice Management

Related Zap Templates

"send Slack messages when emails are clicked in SumoQuote"

Related Zap Templates

"send Slack messages when emails are clicked in SumoQuote"

Slack + SumoQuote

Send Slack channel messages for newly signed SumoQuote reports

Email Bounced

Email Opened

Report Sent for Signatures

Project Updated

Update Project

Customer Last Name

Email Address

City

Postal Code

Phone Number

Intake Date

Won Date

Lost Date

Revenue

Salesperson

Project State

Get PDF

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

Trigger for Bot Messages?

New Reaction Added

Reaction

Channel

User

New User

Invite User To Channel

Send Direct Message

Send Multi Message

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

Send Private Channel Message

Send as a bot?

Bot Name

Bot Icon

Include a link to this Zap?

Attach Image by URL

Auto-Expand Links?

Link Usernames and Channel Names?

Schedule At

Zap Id

File

Thread

Send Channel Message?

Update Profile

First Name

Last Name

Title

Email

User

API Request (Beta)

Raw Request User Info

Api Docs Info

Query String Parameters

Headers

Additional Request Headers

Body

Retrieve Thread Messages

Create Private Channel

Edit Message

Find Message

Sort By

Sort Direction

Find User by ID

Return Raw Results?