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Slack

Your team hears in its channel when a client opens, approves or pays, without opening Cord.

How it works

Cord posts to Slack through an Incoming Webhook: a URL Slack generates for a specific channel. Cord does not install an app in your Slack or read your messages; it can only post to that channel.

There are two ways to get messages, and you can use both:

Notification alerts Workflow action
What it posts A standard message per quote event. The text you write, with event data.
When On the events you check in Settings › Notifications. On any of the 41 triggers, with conditions and waits.
Where to set it up Settings › Notifications Workflows

1. Create the URL in Slack

  1. Go to api.slack.com/apps with your Slack account and click Create New App › From scratch. Name it, for example “Cord”, and choose your workspace.
  2. In the app menu open Incoming Webhooks and turn them on.
  3. Click Add New Webhook to Workspace, choose the channel for the alerts and authorize.
  4. Copy the URL. It starts with https://hooks.slack.com/services/.

The name and icon you give the app in Slack are what your team sees on each message.

If your workspace restricts app installs, a Slack admin will need to approve it.

2. Paste it in Cord

  1. Go to Settings › Integrations and tap Slack.
  2. Paste the URL in the Incoming Webhook URL field and click Save. The status changes to Connected.
  3. Click Send test. A message about a test quote “COT-PRUEBA” should appear in the channel. In Cord you see “Message sent to Slack”.

Save before testing: the test uses the saved URL, not the one typed in the field.

3. Turn on the alerts

Connecting Slack does not turn on any alert by itself. Go to Settings › Notifications and check the Slack column for the events you want:

Event When it alerts
Your client viewed the quote When the client opens the public link.
Quote approved The client accepted the proposal.
Quote rejected The client rejected it.
Payment received The online payment was recorded.
Quote about to expire 3 days before the validity date.
Overdue payment A receivable passed its due date.

Someone joined the team is email only; it has no Slack option.

What each alert contains

Each notification alert is a short message with:

  • The quote number and what happened (viewed, approved, rejected, paid, about to expire, overdue).
  • The client and the total with its currency.
  • A link that opens the quote in Cord.

Notification alerts are about quotes: an event without a quote number is not posted to Slack. The text of these alerts is currently in Spanish; for messages in English, use the workflow action below.

Custom messages with workflows

With the Send a Slack message action in Cord Workflows you write the message, with event data, and decide when it goes out. Examples:

  • When a deposit arrives: “{{cliente}} paid the deposit for {{folio}}: {{monto}} {{moneda}}. Balance: {{saldo_pendiente}}.”
  • When a dispute is opened: “Dispute on {{folio}} for {{monto}} {{moneda}}. Respond before {{fecha_limite}}.”
  • When a large sale is approved, only if the total passes a certain amount.

This action posts to the same channel and works even if notification alerts are off.

Change channel or disconnect

  • Change channel: create another webhook in Slack for the new channel, paste the URL in Cord and save.
  • Disconnect: clear the URL and click Save. Cord stops posting and the status goes back to Not connected. Workflows with the Slack action will start failing with a message asking you to connect Slack.
  • Revoke from Slack: if you delete the webhook or the app in Slack, the URL stops working immediately, even if it is still saved in Cord.

Cord can post to one channel at a time. For alerts in several channels, one option is Make with Cord webhooks.

Problems

Message Cause What to do
The URL must be from hooks.slack.com You pasted another URL, such as the channel or app URL. Copy the Incoming Webhook URL, the one starting with https://hooks.slack.com/.
No Slack webhook connected (shown in Spanish) You clicked Send test without saving. Click Save, then test.
Slack responded with an error (shown in Spanish) Slack rejected the message: the webhook was deleted, the app removed or the URL is incomplete. Create a new webhook and paste the full URL.
Could not send Network error while testing. Try again.
The test arrives but alerts do not The events do not have Slack checked. Check Settings › Notifications.

Treat the webhook URL like a password: anyone who has it can post to your channel. If you think it leaked, delete it in Slack and create a new one.

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