Zoho Billing - Slack Integration
The Zoho Billing - Slack integration allows you to easily monitor your customers’ customer portal activities in Slack. 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.
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Connect to Slack
To setup the Zoho Billing-Slack integration:
- Go to Zoho Billing > Settings > Integrations.
- Navigate to the Other Apps tab and you will see Slack displayed under it.
- Click the Add to Slack button to connect your Zoho Billing 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 setup.
When you setup this integration, your Slack URL and credentials will be shared with Slack.
Receive Notifications
Once the integration is setup, you will receive notifications to the chosen Slack channel. For example, if your customer rates your service from their customer portal, you will immediately receive a notification with details about the rating and the review.
Similarly you will receive the following notifications when your customers:
1. View a Quote/Invoice/Retainer Invoice
2. Accept/Decline a Quote
3. Comment on a Quote/Invoice/Retainer Invoice
4. Pay for an Invoice/Retainer Invoice
5. Rate/Review your service
You will also receive weekly summary notifications(if enabled) directly into your slack channel.
Disable the integration
To disable the integration:
- Go to Zoho Billing > Settings > Integrations.
- Navigate to the Other Apps tab and you will see Slack displayed under it.
- Click Remove to disable the integration.