Know what your customers are doing with your Quotient quotes without checking the dashboard. Slack tells the sales team when a quote is opened, asked about, accepted or turned down, reminds the owner to follow up, and opens a project channel when a job is won.
5 triggers 14 actions 7 example workflows 1 ready-made template Unlimited runs
When this happens in Quotient5 triggers
Do this in Slack14 actions
1. TriggerCustomer Viewed Quote2. ActionSend Channel MessageWhen Quotient fires Customer Viewed Quote, FlowMattic runs Send Channel Message in Slack with the data from that event.
You build this in the FlowMattic workflow builder on your own site. See the setup steps
Each one uses only triggers and actions the two integrations ship today, plus FlowMattic's own tools. Where the library has a ready-made template, import it instead of building from scratch.
Ready-made templateA view is the best moment to call. The message names the customer and the quote, so the salesperson can follow up while the details are on the customer's screen.
Customer Viewed QuoteSend Channel Message
View the template Every acceptance posts the customer, quote title and total to a wins channel, so the team sees closed work and operations can start planning the job.
Quote AcceptedSend Channel Message
When a customer asks a question on a quote, Slack finds the salesperson by email and sends them the question directly, so it is answered by the person who wrote the quote.
Customer Asked QuestionFind User by EmailSend Direct Message
Each sent quote adds a Slack reminder for a few days later with the customer's name, so no quote sits unanswered because everyone assumed someone else would chase it.
Quote SentAdd Reminder
Declines go to a private channel for sales managers with the quote and any reason given, which helps spot pricing problems without discussing lost deals in public.
Quote DeclinedSend Private Channel Message
An accepted quote creates a channel named after the customer, sets the topic to the quote title and invites the project lead, so delivery starts with a place to talk.
Quote AcceptedCreate ChannelSet Channel TopicInvite User To Channel
A Router compares the quote total with your threshold. Big jobs post in the leadership channel as well as the wins channel, while smaller ones stay in the team room.
Quote AcceptedRouterSend Channel Message
When you finish, each time a customer opens a Quotient quote, a message appears in your sales channel.
In FlowMattic, open Connects and add a Slack connection for your sales workspace.
Create a workflow with Quotient and Customer Viewed Quote, and follow the steps shown to link your Quotient account.
Open one of your quotes as a customer would, so FlowMattic captures the quote and customer fields.
Add a Slack Send Channel Message step, include the customer, quote title and link, test it and switch the workflow on.
1. Trigger in Quotient
Customer Viewed Quote
2. Action in Slack
Send Channel Message
Fields mapped from the earlier steps (a typical setup)
| From Quotient | To Slack |
|---|---|
| Customer name | Message: who |
| Quote title | Message: which quote |
| Quote total | Message: value |
| Quote link | Message: link |
A trigger starts a workflow. An action is something FlowMattic does in the app as a step.
Quotient and Slack connect through FlowMattic on your own site, with no separate automation account in the middle and no charge per run.
Customer names and quote totals pass from Quotient to Slack through your own WordPress site rather than another company's automation account.
Runs are unlimited, so alerting on each view, question and acceptance costs the same as alerting on wins alone.
Views, questions, wins and declines each go where they belong: a channel, a direct message, a private room or a reminder.
Any of the five Quotient triggers, Quote Sent, Customer Viewed Quote, Customer Asked Question, Quote Accepted and Quote Declined, can post to a channel, send a direct message, set a reminder or open a new channel in Slack.
No. Quotient has no actions on this pair, so the answer is still written in Quotient. Slack makes sure the right person sees the question first.
Yes, if the quote data includes the owner's email. Use Find User by Email and Send Direct Message instead of a channel message, or a Lookup Table from owner name to Slack email.
Send view alerts to their own channel, or use a Router so only views of quotes above a certain total reach the main sales channel.
Yes. The same Quote Accepted workflow can add more steps after Slack, for example creating a project task or emailing the customer a welcome from your site.
Did not find your answer? You can browse the help center or ask us directly.
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Reviewed 23 Oct 2026. The example workflows are written with AI from the real triggers and actions of both integrations and checked against them. Quotient integration 1.0, Slack integration 1.0.
