Get Slack Notifications for Quotient Questions Using Pabbly Connect

Learn how to set up Slack notifications for questions asked on Quotient Quotes using Pabbly Connect. Step-by-step guide included. Build sophisticated automated workflows in less time than you think. This guide translates complex integrations into straightforward steps for immediate implementation.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Slack Notifications

To get started with receiving Slack notifications for questions asked on Quotient Quotes, the first step is to set up Pabbly Connect. You can access Pabbly Connect by signing up for a free account on their landing page. Once logged in, you will reach the Pabbly Connect dashboard, where you can create a new workflow.

Click on the ‘Create Workflow’ button, which allows you to give a name to your automation. For this integration, name it something like ‘Slack Notifications about Quotes’. After naming your workflow, click on the ‘Create’ button to proceed. This will prepare the workflow page where you can set up triggers and actions.

2. Configuring the Trigger Event with Quotient

In this section, you will configure the trigger event that will initiate the workflow in Pabbly Connect. Select the Quotient application as your trigger. The specific event you want to capture is when a customer asks a question about a quotation. For this, choose the ‘Webhook’ option within Quotient.

• Select the ‘Configure Webhook’ option.
• Copy the provided webhook URL.
• Paste the URL in the webhook settings of your Quotient account.

After pasting the webhook URL in Quotient, you will need to enable the event that triggers the workflow when a customer asks a question. Make sure to test the connection to ensure that the integration is functioning correctly.

3. Sending Test Data to Verify the Connection

Once the webhook is configured, you can send test data to verify that your Pabbly Connect setup is working correctly. Go back to your Pabbly Connect workflow and click on the ‘Test with Sample Data’ button. This will allow you to capture a test response from Quotient.

After sending the test data, check your Pabbly Connect workflow to see if the response has been captured. This response will include details such as the customer’s name and the question they have asked. Ensure that you have enabled the webhook to capture real-time data whenever a question is asked.

4. Configuring Slack Action in Pabbly Connect

Next, you need to set up the action that will send notifications to Slack. In your Pabbly Connect workflow, search for the Slack application and select it as the action app. Choose the action event as ‘Send Channel Message’. using Pabbly Connect

To connect Slack with Pabbly Connect, you will need to authorize the connection. Click on ‘Connect with Slack’ and select the appropriate token type (User or Bot) for sending messages. After successfully connecting, select the Slack channel where you want to receive notifications.

5. Mapping Data and Testing the Workflow

In this final step, you will map the necessary data fields from the Quotient trigger to the Slack message. Create a message template in Pabbly Connect that includes essential details like customer name, email, and the question asked. Use the mapping feature to insert the dynamic data received from Quotient. using Pabbly Connect

Once the message is set up, click on ‘Save and Send Test Request’ to check if the message is sent successfully to your Slack channel. You should see the notification in your selected Slack channel whenever a customer asks a question about a quotation. This automation will run in the background, ensuring you never miss a customer inquiry.

Conclusion

By following these steps, you can seamlessly integrate Slack with Quotient using Pabbly Connect to receive notifications for any questions asked by customers. This setup enhances your responsiveness and improves customer service efficiency.