How to Get Slack Message When Quotient Quotes are Viewed Using Pabbly Connect

Learn how to set up Pabbly Connect to receive Slack messages when Quotient quotes are viewed. Follow this step-by-step guide for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Slack and Quotient Integration

To get started with receiving Slack messages when Quotient quotes are viewed, you need to set up Pabbly Connect. First, visit the Pabbly Connect landing page and sign up for a free account. This will allow you to create automated workflows without any coding.

Once you log in, you will access the Pabbly Connect dashboard. Click on the ‘Create Workflow’ button to initiate a new automation. Name your workflow something descriptive, like ‘Quotient to Slack Automation’, and click ‘Create’. This sets the foundation for integrating Quotient and Slack through Pabbly Connect.

2. Configuring the Trigger Event in Pabbly Connect

In this section, you will configure the trigger event that will initiate the workflow. Select Quotient as the trigger application within Pabbly Connect. The trigger event you want to set is ‘Customer Viewed Quote’. This event will notify you whenever a client views the quote you sent.

• Select the Quotient application as the trigger.
• Choose ‘Configure Webhook’ as the trigger event.
• Copy the generated webhook URL provided by Pabbly Connect.

Next, you will paste this webhook URL into your Quotient account. Navigate to your profile settings in Quotient, find the ‘Webhooks’ section, and paste the URL into the designated field. Make sure to save your changes. This connection is crucial as it allows Quotient to communicate with Pabbly Connect.

3. Enabling the Quotation View Event in Quotient

After setting up the webhook, you need to enable the specific event that triggers the workflow. In your Quotient account, locate the events section under the Webhooks settings. Here, turn on the option for ‘Customer Viewed Quote’. This ensures that the workflow will activate when a customer views their quote.

• Find and enable the ‘Customer Viewed Quote’ option.
• Test the connection using sample data to verify everything is working correctly.

Once you enable the event, you can return to Pabbly Connect to test the connection. Click on ‘Test with Sample Data’ to ensure that the setup is functioning as intended. If successful, you’ll see a confirmation in your Pabbly Connect workflow.

4. Setting Up Slack as the Action Application

Now that the trigger is set, it’s time to configure Slack as the action application in Pabbly Connect. Select Slack from the list of applications and choose ‘Send Channel Message’ as the action event. This will allow you to receive notifications in your Slack channel whenever a quote is viewed.

To connect Slack, click on ‘Connect’ and choose ‘Add New Connection’. You will need to select the token type, either User or Bot. For this tutorial, we’ll use the User token type. After selecting, click ‘Save’ and authorize the connection by clicking ‘Allow’ in the Slack permissions window.

5. Finalizing the Integration and Testing

With both the trigger and action configured, it’s time to finalize your integration. In the Slack action setup, select the channel where you want to receive notifications. You can customize the message that will be sent to your team, including details like the client’s name and the quote title.

To test the integration, click on ‘Save and Send Test Request’. If everything is set up correctly, you should receive a message in your selected Slack channel indicating that a prospect has viewed the quote. This confirms that your integration is working seamlessly through Pabbly Connect.

Conclusion

By using Pabbly Connect, you can easily automate the process of receiving Slack notifications when your Quotient quotes are viewed. This integration not only saves time but also ensures timely follow-ups with clients. Set up your workflow today and enhance your business communication!