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.

Scenario: Zylker Corp. uses Slack for internal communication and Zoho Billing for accounting. Their sales team uses the #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 Billing to push all the Customer Portal notifications from Zoho Billing to the respective Slack channel.

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 Slack Integration.
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 Slack integration:

Go to the Settings in the top-right corner of the page.
Select Other Apps under Integrations & Marketplace.
Click Remove near Slack Integration.

This will disable the Slack integration in Zoho Billing. You can enable it any time later from Settings, if required.

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