Quick summary
The Zoho Books Slack integration lets you post accounting notifications directly to a Slack channel, keeping your team updated on financial activity in real time. Set up is completed in minutes by adding the Zoho Books app from both the Slack App Directory and the Zoho Books integrations settings.
Steps
- Click on the '+Add apps' section in the left sidebar of Slack.
- In the search bar, type 'Zoho Books' and select the Zoho Books app from the results.
- Click the 'Add to Slack' button on the Zoho Books app page.
- Go to your Zoho Books workspace, click the gear icon to access your account settings.
- Select 'Other Apps' under Integrations and Marketplace.
- Choose Slack and click 'Add to Slack'.
- Click the drop-down menu to select a channel to post your Zoho Books notifications.
- Select 'Allow' to grant Zoho Books access to your Slack workspace.
