Slack + YoPrint
Send Slack messages when new sales orders are converted from quotes in YoPrint
Boost your team's efficiency with this workflow that sends a message in Slack each time a quote is converted to a sales order in YoPrint. Keep everyone on the same page with updates that ensure no one misses a beat. This automation improves the communication flow, making order tracking and management smoother.
Boost your team's efficiency with this workflow that sends a message in Slack each time a quote is converted to a sales order in YoPrint. Keep everyone on the same page with updates that ensure no one misses a beat. This automation improves the communication flow, making order tracking and management smoother.
- When this happens...
Quote Converted to Sales OrderTriggers when a quote is converted to order.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Send Channel MessageTriggers when a new message is posted to a specific #channel you choose.
ActionWriteCreate a new record or update an existing record in your app.
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Contact Created
Triggers when a contact is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Contact Updated
Triggers when a contact is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Fund Deposited
Triggers when a fund deposited into Customer Wallet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Deleted
Triggers when a customer is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Message Received
Triggers when customer message received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Artwork Approved
Triggers when a artwork is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Marked as Not Rush
Triggers when a Job is marked as not rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Status Changed
Triggers when a job status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Approved
Triggers when an order is approved.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Created
Triggers when a sales order is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order / Quote Marked as Rush
Triggers when a sales order is marked as rushed.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Any Amount)
Triggers when an order received a payment of any amount.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Full Amount)
Triggers when an order is fully paid.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Message Bounced
Triggers when purchase order message bounced.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Status Changed
Triggers when a purchase order status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Created
Triggers when a quote is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Converted to Quote
Triggers when a sales order is converted to quote.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Shipment Status Changed
Triggers when a shipment status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
Pipeline ID (Task Preset ID)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
Shipment ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want to perform an upsert?
Customer IdRequired
First NameRequired
Last Name
Email
Phone
Fax
Can Receive SMS
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Quote IDRequired
Message to SendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Customer IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
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
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
Contact Deleted
Triggers when a contact is deleted.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Created
Triggers when a customer is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Fund Withdrew
Triggers when a fund withdrew from Customer Wallet.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Message Bounced
Triggers when customer message bounced.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Customer Updated
Triggers when a customer is updated.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Artwork Change Requested
Triggers when a artwork change is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Job Marked as Rush
Triggers when a Job is marked as rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message Status Changed
Triggers when either a sales order or purchase order message status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Order Change Requested
Triggers when an order change is requested.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order / Quote Marked as Not Rush
Triggers when a sales order is marked as Not rush.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order/Quote Status Changed
This trigger is deprecated and should not be used
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Payment Received (Deposit Amount)
Triggers when an order received a payment of deposit amount.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Refund Issued
Triggers when a refund is issued.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Purchase Order Message Received
Triggers when purchase order message received.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Converted to Sales Order
Triggers when a quote is converted to order.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Quote Status Changed
Triggers when a quote status changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Sales Order Status Changed
Triggers when a sales order status changes
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Task Status Changed
Triggers when a task status changes.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Message ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Purchase Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Do you want to perform an upsert?
NameRequired
Website
Resale Number
Tax Identification Number
Tax Exempt
First Name
Last Name
Email
Phone
Fax
Can Receive SMS
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Job IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Order ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Sales Order IDRequired
Message to SendRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact IdRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appTrigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
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?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.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.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your app
About Slack
Related categories
About YoPrint
Related categories
Related Zap Templates
- Send channel messages in Slack when artwork changes are requested in YoPrint
- Send channel messages in Slack when new artworks are approved in YoPrint
- Notify Slack channel when customer messages bounce in YoPrint
- Send channel messages in Slack for new sales orders created in YoPrint
- Notify Slack channel when task status changes in YoPrint