Zoho Invoice


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Integrate Zoho Invoice with Slack

Integrating Zoho Invoice 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 gets simultaneously pushed into your preferred Slack channel.

Scenario: Zylker Corp. uses Slack for internal communication and Zoho Invoice for accounting. Their sales team uses #sales channel on Slack. The team’s day-to-day activities involve contacting customers, sending quotes, closing deals, keeping track of sales, etc. All their customers use the Customer Portal to communicate with the company’s employees and it is difficult to view the status of each transaction. In this case they can set up the Slack integration in Zoho Invoice to push all the Customer Portal notifications from Zoho Invoice to the respective Slack channel.

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

Connect to Slack

Here’s how you can integrate Zoho Invoice with Slack:

Add to Slack button slack login Choose Slack channel

Receive Notifications

Once the integration is set up, you will receive notifications to your chosen 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.

slack integration view

Similarly, you will receive notifications when your customers:

View estimate or invoice Add to Slack button Add to Slack button Add to Slack button Add to Slack button

Disable the Integration

Here’s how you can disable the Slack integration:

Add to Slack button
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