Zoho Books - Slack Integration

The Zoho Books - Slack integration allows you to easily monitor your customers’ client portal activities in Slack. The notifications that are triggered based on your customers’ actions in the client portal gets simultaneously pushed into your preferred Slack channel. This saves a great deal of time as the integration brings all the information in one place, thereby keeping all the members of the team on the same page.

Scenario: Zylker Corp. uses Slack for internal communication and Zoho Books for accounting. They #sales channel on Slack is used by their Sales team. The team’s day-to-day activities involve contacting customers, sending estimates, closing deals, keeping track of sales, etc,. All the customers used their client portal to communicate with the company’s employees and it was difficult to view the status of each transaction. They then enabled the Zoho Books-Slack integration to push all the client portal notifications from Zoho Books to the Slack channel.

In this page..

Connect to Slack

To setup the Zoho Books-Slack integration:

Add to Slack button

Slack Login

Choose Slack channel

When you setup this integration, your Slack URL and credentials will be shared with Slack.

Receive Notifications

Once the integration is setup, you will receive notifications to the chosen Slack channel. For example, if your customer rates your service from their client portal, you will immediately receive a notification with details about the rating and the review.

Slack integration view

Similarly you will receive the following notifications when your customers:

1. View an Estimate/Invoice/Retainer Invoice

View estimate or invoice

2. Accept/Decline an Estimate

Accept/Decline Estimate

3. Comment on an Estimate/Invoice/Retainer Invoice

Comment

4. Pay for an Invoice/Retainer Invoice

Pay

5. Rate/Review your service

Rate/Review

You will also receive weekly summary notifications(if enabled) directly into your slack channel.

Weekly Report

Disable the integration

To disable the integration:

Add to Slack button


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