How To Integrate Slack With Zoho Books

How To Integrate Slack With Zoho Books

  1. Log in to Zoho Books: Access your Zoho Books account.
  2. Go to Settings: Find the settings option in the bottom left corner.
  3. Select Integrations: Click on the 'Integrations' tab in the settings menu.
  4. Choose Slack: Look for Slack in the list of available integrations.
  5. Click on 'Connect': Initiate the connection process with Slack.
  6. Authorize Slack: Grant Zoho Books permission to access your Slack account.
  7. Configure Notifications: Set up which notifications you want to receive in Slack.
  8. Test the Integration: Send a test message to ensure everything is working.
  9. Save Settings: Confirm and save your integration settings.