Zoho Invoice - Slack Integration

The Zoho Invoice - Slack integration allows you to monitor your customers' customer portal activities easily. The notifications that are triggered based on your customers' actions in the customer 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 customer 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 customer portal notifications from Zoho Invoice to the Slack channel.

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

Slack URL
Zoho Invoice organization details

Connect to Slack

To setup the Zoho Invoice - Slack integration:

Go to Zoho Invoice > Settings > Integrations.
Navigate to the Other Apps tab. You will see Slack displayed here.
Click Add to Slack to connect your Zoho Invoice organization with Slack.

Enter your workspace’s Slack URL and click Continue.

Provide your Email Address and Password.
Select the channel to which you would like to push notifications.
Click Allow to complete the setup.

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 customer portal, you will immediately receive a notification with details about the rating and the review.

Slack integration view