Notifications
Find out by email, Slack, or Teams when your client decides something, without checking the app.
What it is
In Settings › Notifications › Notifications there’s a matrix of 8 events by 3 channels (Email, Slack, and Teams). Slack, Teams, and the task reminder apply to the whole organization. Email for the other events says Personal: each person chooses it in Your preferences.
Requirements
- Permission: Settings, to change the matrix.
- Plan: all.
- Channels: email goes to each person according to what they chose in Your account › Preferences; the task reminder goes to each assignee. Slack and Teams must be connected (see below).
The events
| Event | When it fires | Triggered by |
|---|---|---|
| Your client viewed the quote | The first time the client opens the link (see below what counts as a view). | The client |
| Quote approved | The client signs the proposal, in full or in part, from the link. | The client |
| Quote rejected | The client confirms the rejection from the link. | The client |
| Payment received | Cord confirms an online payment that settles the quote. | Online payment |
| Quote about to expire | Exactly 3 days before the validity date, if it’s still sent or viewed. | The daily process |
| Overdue payment | The day after the payment of an approved or invoiced quote comes due without being paid. | The daily process |
| Someone joined the team | An invitee accepts your invitation. | Your team |
| Task reminder | Every morning, from 8:00 in your business’s time zone, if someone has tasks due today or overdue. Email only, sent to each assignee (not to the owner), at most once a day per person. | The hourly check |
What counts as a “view”
The view alert is there so you know your client opened the proposal, so Cord discards anything that isn’t the client:
- Your team doesn’t count. If you open the link signed in to the organization, you see the preview notice and nothing fires.
- Link preview generators don’t count. Pasting the link into WhatsApp, Slack, or an email doesn’t mark it as viewed.
- It’s measured with the page open and visible. The view is recorded from the link itself when the tab is visible, not when the link loads in the background.
- Only once. The alert goes out when the quote moves from Sent to Viewed. Reloading or reopening doesn’t repeat it.
More in What your client sees.
What doesn’t trigger an alert
- Messages, per-line comments, and counteroffers. They stay in the conversation and in the bell on the top bar, but don’t trigger email, Slack, or Teams. To receive them, create a workflow with A message is posted on a quote.
- What your team does: Mark approved, Mark rejected, and Record payment change the status but don’t send these alerts.
- Internal approval requests: they reach Slack with buttons to decide and Teams with a link to Cord, separately from this matrix (see Internal approvals).
Before you save for the first time
Until people choose their notices, the owner gets by email quote approved, rejected, and payment received, and the rest of the team gets those for their own quotes. The Task reminder is on. If the company had saved this matrix before email became personal, the owner gets what was checked for email for each notice they haven’t changed in their preferences.
Channels
Each person chooses which emails they get in Your preferences: all, only those for quotes they created, or none. The email carries the quote number, client, total with its currency, and a button to open the quote, in the interface language that person chose.
In the Slack channel section of the same screen, paste the URL of a Slack incoming webhook and check the Slack column for the events you want. The message includes the quote number, client, total, and a link to the quote. See Slack.
Connect Teams with Connect with Microsoft in Settings › Integrations (you pick the channel, nothing to copy), or paste the URL of a Teams Power Automate flow in Settings › Notifications. Check the Teams column for the events you want. It’s a separate channel from Slack: you can have both and choose where each alert goes. See Microsoft Teams.
The task reminder doesn’t go to the owner; it goes to each assignee. Each person gets only their own tasks, in a single email a day (see Tasks). Turning it off here turns it off for the whole organization, which is why the email footer only invites people with the Settings permission to turn it off. Email only.
“Someone joined the team” only arrives by email. It isn’t tied to a quote (no number or amount to show in the channel), so Slack and Teams show “Not available for this event”.
What Cord sends your client
Separately from this matrix, Cord emails your client payment reminders, in the language of each document (see Document language) and as long as the client has an email on file: the ladder for each open invoice, on the schedule you choose in Settings › Invoicing › Reminders, and two notices for each approved quote with a balance, three days before the due date and on the day it’s due. You turn them off on that same screen, and pause a client from their profile. Test organizations don’t send reminders. See Automatic payment reminders.
Limits by plan
Alerts are on every plan. Customizing the sender and signature of emails to the client is available from Starter (Settings › Notifications › Email).
Common problems
I didn’t get the view alert. You opened the link yourself while signed in, the quote was already Viewed, or the event isn’t checked in your matrix (it’s off by default).
My partner doesn’t get the emails. Each person chooses their notices in Your account › Preferences. Until they do, they only get their own approved, rejected, and paid quotes.
Nothing arrives in Slack. Check that the webhook URL is saved and the Slack column is checked for that event.