Zoho Invoice

Help Docs

Back to Integrations Overview

Zoho Invoice - Slack Integration

The Zoho Invoice - Slack integration allows you to monitor your customers’ client portal activities easily. 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 Invoice for invoicing. The #sales channel on Slack is used by their Sales team. The team’s day-to-day activities involve contacting customers about new offers, sending them 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 Invoice-Slack integration to push all the client portal notifications from Zoho Invoice to the Slack channel.

When you setup the integration, the following information will be shared with Slack:

Connect to Slack

To setup the Zoho Invoice - Slack integration:

Add to Slack button

slack login Choose Slack channel

Receive Notifications

Once the integration is setup, you will receive notifications to your chosen Slack channel. For example, 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.

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 an 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

Disable the Integration

To disable the integration:

Add to Slack button


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest