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Zoho Invoice - Slack Integration

The Zoho Invoice - Slack integration allows you to easily monitor your customers’ customer portal activities. The notifications that are triggered based on your customers’ actions in the customer portal gets simultaneously pushed into your preferred Slack channel (#general, #random, etc.)

Let’s take a scenario where a sales team comprising of four members use Slack to communicate within the team and the organization they work for uses Zoho Invoice for invoicing.

The sales team’s day-to-day activities involve contacting customers about new offers, sending them estimates, closing deals, keeping track of sales, etc.

Enabling Zoho Invoice - Slack integration would push all customer portal notifications from Zoho Invoice to the Sales team’s Slack channel. This will include notifications about an estimate getting accepted/declined, receiving payments for invoices, etc.

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.

Connecting to Slack

To setup Zoho Invoice - Slack integration, follow the steps mentioned below:

• Click on the Gear icon on the top-right corner, and select the Integrations option.
• Under Integrations, select the Other Apps tab. You will see Slack displayed under it.
• Click on the Add to Slack button to connect your Zoho Invoice organization with Slack.

• In the page that follows, you will be asked to enter your credentials for Slack.
• Choose the channel to which you wish to push the notifications from Zoho Invoice.

• Click on the Authorize button to complete the integration.

Receiving Notifications

Once the integration is complete, you will start receiving notifications into your Slack channel. For ex: If your customer rates your service from his/her customer portal, you will immediately receive a notification with details about the rating and the review(if any.)

Similarly you will receive notification when your customers:

1. View an Estimate/Invoice/Retainer Invoice

2. Accept/Decline and Estimate

3. Comment on an Estimate/Invoice/Retainer Invoice

4. Pays for an Invoice/Retainer invoice

5. Rate/Review your service

You can also receive weekly summary report directly into your slack channel

Disabling the Integration

To disable the integration, kindly follow the instructions below:

• Click on the Gear icon present on the top-right corner, and select the Integrations option.
• Under Integrations, select the Other Apps tab. You will see Slack displayed under it.
• Click on the Remove button to disable the integration.

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