Connect SumoQuote to Slack and automate any workflow

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Quickly connect SumoQuote to Slack with a Zapier template.

Our most popular template

Send Slack channel messages for newly signed SumoQuote reports
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Slack + SumoQuote
"send Slack messages when emails are clicked in SumoQuote"
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Slack + SumoQuote

Send Slack channel messages for newly signed SumoQuote reports

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Slack + SumoQuote

"send Slack messages when emails are clicked in SumoQuote"

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Slack + SumoQuote

How Zapier works

Zapier makes it easy to integrate SumoQuote with Slack - no code necessary. See how you can get setup in minutes.

Select a trigger from SumoQuote

A trigger is an event that starts your Zap and runs the workflow. For example, with SumoQuote, a trigger could be "Email Bounced."

A trigger is the event that kicks off your automated workflow.

Setup an action from Slack

An action is what takes place after the automation is triggered. For example, with Slack, the action could be "Add Reminder."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected SumoQuote to Slack

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

Connect SumoQuote and Slack to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Connect SumoQuote and Slack to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Trigger
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Email Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Trigger
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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
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Project Updated
Triggers when a SumoQuote Project is updated.
Trigger
Instant
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- Project ID
  Required
- Customer First Name
  Required
- Customer Last Name
- Address Line 1
  Required
- Email
- City
- Zip Code
- Phone
- Date Created
- Won Date
- Lost Date
- Revenue
- Salesperson
- Project State
Action
Write

- PDF Id
  Required
Action
Search
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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- Channel
  Required
- User Name
- Shared
Trigger
Instant
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- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
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- Reaction
- Channel
  Required
- User
Trigger
Instant
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New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
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- Channel
  Required
- Users
  Required
Action
Write
- Send Multi Message
- Text
  Required
- 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
- Channel
  Required
- Text
  Required
- 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 Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
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
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 Query
  Required
- Sort By
- Sort Direction
Action
Search
- PDF Id
  Required
- Return Raw Results?
Action
Search
- Bot Name
- 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
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Project Created
Triggers when a new SumoQuote project is created.
Trigger
Instant
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Report Signed
Triggers when a Report is signed by all signatories.
Trigger
Instant
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- Customer First Name
  Required
- Customer Last Name
- Email
- Phone
- Address Line 1
  Required
- City
- State
- Zip Code
- Project Id
- Salesperson Email
- Date Created
- CompanyCam Project Id
Action
Write
- Project ID
  Required
Action
Search
- Search Criteria
- Salesperson Email
Action
Search
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
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- Include_alias
Trigger
Instant
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- User Name
- Highlight Word
- Trigger for Bot Messages?
Trigger
Instant
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New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
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Instant
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New Saved Message
Triggers when you save a message.
Trigger
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- Text
  Required
- Remind when?
  Required
- User
Action
Write
- Channel
  Required
- Text
  Required
- 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 Name
  Required
Action
Write
- Channel
  Required
- Topic
  Required
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
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
- Email
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search

Automate Slack: get inspired on the Zapier blog

About SumoQuote

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

Help

Related categories

Proposal & Invoice Management

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.

Help

Related categories

Team Chat

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Connect SumoQuote to Slack and automate any workflow

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

Create your first workflow

Send Slack channel messages for newly signed SumoQuote reports

"send Slack messages when emails are clicked in SumoQuote"

Send Slack channel messages for newly signed SumoQuote reports

"send Slack messages when emails are clicked in SumoQuote"

How Zapier works

Select a trigger from SumoQuote

Setup an action from Slack

That’s it! You just connected SumoQuote to Slack

Connect SumoQuote and Slack to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect SumoQuote and Slack to unlock the power of automation

Supported triggers and actions

Automate Slack: get inspired on the Zapier blog

Create Notion tasks from Slack with ChatGPT and Zapier

How to get Slack notifications for HubSpot form responses

How to create a Trello card from a saved Slack message

Join millions worldwide who automate their work using Zapier

PRODUCTS

CAPABILITIES

By team

By app

By use case

Connect @media (min-width: 1024px){.css-1vk2mvk{display:inline-block;}}SumoQuote to Slack and automate any workflow

Create your first workflow

Send Slack channel messages for newly signed SumoQuote reports

"send Slack messages when emails are clicked in SumoQuote"

Send Slack channel messages for newly signed SumoQuote reports

"send Slack messages when emails are clicked in SumoQuote"

How Zapier works

Select a trigger from SumoQuote

Setup an action from Slack

That’s it! You just connected SumoQuote to Slack

Connect SumoQuote and Slack to integrate crucial parts of your business

Automate your lead management and improve conversions

Connect SumoQuote and Slack to unlock the power of automation

Supported triggers and actions

Automate Slack: get inspired on the Zapier blog

Create Notion tasks from Slack with ChatGPT and Zapier

How to get Slack notifications for HubSpot form responses

How to create a Trello card from a saved Slack message

Join millions worldwide who automate their work using Zapier

Connect SumoQuote to Slack and automate any workflow