Integrate Zoho Billing With Slack
Integrating Zoho Billing with Slack allows you to easily monitor the Customer Portal activities of your customers in Slack. The notifications that are triggered based on your customers’ actions in the Customer Portal get pushed to your preferred Slack channel.
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When you set up the integration, the following information will be shared with Slack:
- Slack URL
- Zoho Billing organization details
Connect to Slack
Here’s how you can integrate Zoho Billing with Slack:
- Go to Settings in the top-right corner of the page.
- Select Other Apps under Integrations & Marketplace.
Click Add to Slack next to Integration for Slack.
Enter your workspace’s Slack URL.
Click Continue.
Select the channel to which you would like to push notifications.
Click Allow to complete setup.
Receive Notifications
Once the integration is set up, you will receive notifications on the selected Slack channel. For example, if your customer rates your service from the Customer Portal, you will immediately receive a notification in Slack with details about the rating.
Similarly you will receive the following notifications when your customers:
View a quote, invoice, or retainer invoice.
Accept or decline a quote.
Comment on a quote, invoice or retainer invoice.
Pay for an invoice or retainer invoice.
Rate or review your service.
Disable the integration
Here’s how you can disable the integration for Slack:
- Go to the Settings in the top-right corner of the page.
- Select Other Apps under Integrations & Marketplace.
Click Remove near Integration for Slack.
This will disable the integration for Slack in Zoho Billing. You can enable it any time later from Settings, if required.