Zapier
Swallow with Zapier to create automated alerts on quote creation.
Quote Alerting Example (with Zapier)
In this example, we are going to build an alert anytime a new quote is created. To create this workflow, we are using:
Swallow's webhook when a new quote is emitted;
Zapier as an automation tool, to catch, transform and send the data; and
Slack as the "receiver" to alert your team anytime a new quote is created.
1. Catch a webhook when a new quote is emitted
Swallow automatically creates a quote when a billable period is over. The quote's payload gives you a detailed view of what has been quoted. The first action we need to perform is to catch this quote with a webhook:
In Zapier, create a new Zap;
Use the Webhooks by Zapier as the trigger of this Zap;
Select the Catch Raw Hook event trigger;
Copy the Zapier Webhook URL and paste it in Swallow (navigate to Settings then Webhooks > Add a webhook)
Catch your first webhook when a quote is emitted (whenever you assign an add-on or a subscription).

2. Run a script to transform the webhook
In Zapier, create a second action by clicking the +
icon. This new event action is used to format the webhook with a breakdown of fields that can be used in a message.
Select Code by Zapier as a new Event Action;
Click on Javascript as the event code language to run;
Create a field called
payload
. The value of this field is the full Raw body of your quote object received);Run the script (code snippet below) in the Code section;
Test the action. If valid, it returns a breakdown of fields.
var obj = JSON.parse(inputData.payload);
if(obj.object_type == "quote"){
return obj
}
3. Send a message to a Slack Channel
Once you catch the breakdown of fields returned by the quote payload, you can easily use them to create a Slack text message.
In Zapier, create a third action by clicking the +
icon. This new event action is used to send a message to Slack by using the fields of the quote payload.
Select Slack as a new app action;
Select the Send Channel Message action;
Choose the targeted Slack Account;
Choose the targeted Slack Channel; and
Create a message by using the fields returned by the payload.
By testing and validating the entire Zap, a Slack message is sent anytime a new quote is emitted by Swallow. You can use the same message example as detailed below:
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