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.
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.
- automatically do this!Send Channel Message
Triggers when a new message is posted to a specific #channel you choose.
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Email Bounced
Triggers when a notification, sent from SumoQuote has bounced.
Try ItEmail Opened
Triggers when an email, sent from SumoQuote, has been opened for the first time.
Try ItReport 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.
Try ItProject Updated
Triggers when a SumoQuote Project is updated.
Try It
Email Clicked
Triggers when an email, sent from SumoQuote has been clicked. You can receive this email multiple times.
Try ItProject Created
Triggers when a new SumoQuote project is created.
Try ItReport Signed
Triggers when a Report is signed by all signatories.
Try ItCustomer First NameRequired
Customer Last Name
Email
Phone
Address Line 1Required
City
State
Zip Code
Project Id
Salesperson Email
Date Created
CompanyCam Project Id
