Zoho Invoice

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Zoho Invoice - Slack Integration

Introduction

Zoho Invoice and Slack

The Zoho Invoice - Slack integration allows you to easily monitor your customers’ client portal activities. The notifications that are triggered based on your customers’ actions in the client 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 client 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:

Add to Slack button

Choose Slack channel

Authorize slack 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 client portal, you will immediately receive a notification with details about the rating and the review(if any.)

Slack integration view

Similarly you will receive notification when your customers:

1. View an Estimate/Invoice/Retainer Invoice

View estimate or invoice

2. Accept/Decline and Estimate

Add to Slack button

3. Comment on an Estimate/Invoice/Retainer Invoice

Add to Slack button

4. Pays for an Invoice/Retainer invoice

Add to Slack button

5. Rate/Review your service

Add to Slack button

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

Add to Slack button

Disabling the integration

To disable the integration, kindly follow the instructions below:

Add to Slack button

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