Slack

Overview

This integration posts a message to a Slack channel when a quote is signed in Qwoty. Optionally, it also uploads the quote PDF to the same channel.

You need a Slack Bot Token (xoxb-...) to authenticate requests.

Go to api.slack.com/apps → Create New App → From scratch
Under OAuth & Permissions, add the following Bot Token Scopes:
- chat:write — to post messages
- files:write — to upload PDFs
Click Install to Workspace, then copy the Bot User OAuth Token
Invite the bot to your target channel: /invite @YourAppName

The bot must be invited to the channel before it can post messages or upload files. API calls will return not_in_channel otherwise.

Use the Channel ID rather than the channel name (e.g. C0123ABC456). Find it by clicking the channel name → About tab → bottom of the panel.

Key	Default	Description
`token`	—	Slack Bot Token (`xoxb-...`). Required.
`message_channel`	—	Target channel ID or name. Required.
`document_send`	`true`	Upload the quote PDF to the channel.

A message is posted in the configured channel in the language of the quote (EN, FR, DE, IT, PT, ES).

Quote field	Used for
`owner.first_name` + `owner.last_name`	Sales rep full name
`customer.name`	Company name
`summary.one_off.net_amount`	One-off net amount
`summary.metrics.mrr`	Monthly recurring revenue

Example (FR):

🎉 BREAKING NEWS :
Emmanuel Laureau vient de signer l'entreprise Hubspot — One-off : 100,00 €

Example (EN):

🎉 BREAKING NEWS :
Emmanuel Laureau just signed Hubspot — One-off: 100.00

Amounts equal to zero are not displayed. A quote with One-off = 0 and MRR = 150 will show only MRR : 150,00 €.

If the quote has no owner, the message uses a generic format: New signature — Company.

If Send document is enabled, the quote PDF is uploaded to the same channel. The file is named: YYYYMMDD-CompanyName.pdf

If the quote has no PDF, the upload is skipped even if Send document is enabled.