Automatically Notify Team Members on Google Chat for New Activity in Zoho Invoice Using Pabbly Connect

Learn how to automatically notify your team members on Google Chat for new activities in Zoho Invoice using Pabbly Connect in this detailed tutorial. Develop expertise in application integration and learn how to design streamlined automation workflows using proven, simplified approaches.

Watch Step By Step Video Tutorial Below

1. Access Pabbly Connect to Set Up Your Integration

To start automating notifications from Zoho Invoice to Google Chat, first access Pabbly Connect. This platform allows you to create workflows that connect different applications seamlessly. Begin by visiting Pabbly Connect in your web browser.

Once on the site, navigate to the products section and select Pabbly Connect. If you are a first-time user, sign up for a free account, which provides you with 100 tasks per month. If you already have an account, simply log in to access your dashboard.

2. Create a Workflow in Pabbly Connect

After logging into Pabbly Connect, click on the plus sign to create a new workflow. Name your workflow something descriptive like ‘Zoho Invoice to Google Chat Integration’. This helps in identifying your workflow later.

Next, you will see a trigger and action window. In the trigger window, select ‘Zoho Invoice’ as your application and choose the trigger event as ‘New Invoice’. This means that every time a new invoice is created in Zoho Invoice, it will trigger an action in Google Chat.

• Go to the trigger window and select Zoho Invoice.
• Set the trigger event to New Invoice.
• Copy the webhook URL provided by Pabbly Connect.

Now, you need to paste this URL into your Zoho Invoice settings to complete the integration setup. This step is crucial as it allows Pabbly Connect to receive data from Zoho Invoice.

3. Configure Zoho Invoice Settings for Webhooks

To configure webhooks in Zoho Invoice, log in to your Zoho Invoice account. Navigate to the settings section and select the automation option. Here, you will find the webhooks option where you can add a new webhook.

Click on the plus sign to create a new webhook. Name it appropriately, such as ‘Google Chat Integration’, and select the module as ‘Invoice’. Paste the webhook URL you copied from Pabbly Connect into the designated field.

• Name the webhook as Google Chat Integration.
• Set the module to Invoice.
• Select POST method and self-authorization type.

After saving the webhook, return to Pabbly Connect to continue with the integration process. This connection is vital for sending notifications to Google Chat when a new invoice is created.

4. Set Up Google Chat Integration in Pabbly Connect

Now that you have configured the webhook in Zoho Invoice, go back to Pabbly Connect to set up the action for Google Chat. In the action window, select Google Chat as the application and choose the action event as ‘Create Message’.

Click on connect to establish the connection between Pabbly Connect and Google Chat. You will need to create a webhook in Google Chat to receive messages. Navigate to your Google Chat and find the room where you want to send notifications.

Click on the room settings in Google Chat. Select ‘Manage Webhooks’ and add a new webhook. Name the webhook and save it to get the URL.

Copy the webhook URL from Google Chat and paste it back into Pabbly Connect. Here, you can also customize the message that will be sent to your team whenever a new invoice is created.

5. Test and Activate Your Workflow

After setting up both the trigger and action, it’s time to test your workflow. In Pabbly Connect, click on the button to recapture the webhook response. This will allow you to check if the connection is working properly.

Now, create a new invoice in your Zoho Invoice account. Once the invoice is created, return to Pabbly Connect to see if the response is captured successfully. If everything is set up correctly, you should see a confirmation that the message has been sent to Google Chat.

Finally, save your workflow in Pabbly Connect. This ensures that every time a new invoice is created in Zoho Invoice, your team will automatically receive a notification in Google Chat, streamlining your communication process.

Conclusion

In this tutorial, we demonstrated how to use Pabbly Connect to automatically notify team members on Google Chat for new activities in Zoho Invoice. By following these steps, you can enhance your team’s communication and keep everyone updated on new invoices seamlessly.