Deskera + Slack Integration

Integrate Deskera to Slack in one click, or tell Integrately AI how you want each invoice handled. Post new invoices, alert your team, update channels, and track billing milestones automatically.

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1.
  • Deskera
    Invoice is created in books in Deskera Instant
  • Deskera
    Quotation is created in Deskera
  • Deskera
    Contact is updated in sales in Deskera Instant
  • Deskera
    Contact is deleted in sales in Deskera Instant
  • Deskera
    Deal is updated in sales in Deskera Instant
  • Deskera
    Deal is deleted in sales in Deskera Instant
  • Deskera
    Bill is created in books in Deskera Instant
  • Deskera
    Bill is updated in books in Deskera Instant
  • Deskera
    Bill is deleted in books in Deskera Instant
  • Deskera
    Invoice is updated in books in Deskera Instant
  • Deskera
    Invoice is deleted in books in Deskera Instant
  • Deskera
    Debit note is created in books in Deskera Instant
  • Deskera
    Debit note is updated in books in Deskera Instant
  • Deskera
    Debit note is deleted in books in Deskera Instant
  • Deskera
    Credit note is created in books in Deskera Instant
  • Deskera
    Credit note is updated in books in Deskera Instant
  • Deskera
    Credit note is deleted in books in Deskera Instant
  • Deskera
    Stock is increased for a product in book in Deskera Instant
  • Deskera
    Stock is reduced for a product in book in Deskera Instant
  • Deskera
    Contact is created in Deskera
  • Deskera
    CRM Contact is created in Deskera
  • Deskera
    Contact is created in CRM+ in Deskera Instant
  • Deskera
    Product is created in Deskera
  • Deskera
    Sales invoice is created in Deskera
  • Deskera
    Deal is created in CRM+ in Deskera Instant
  • Deskera
    Payment entry is created in Deskera
  • Slack
    Message is posted on private channel in Slack
  • Slack
    Group message is received in Slack
  • Slack
    Direct message is received in Slack
  • Slack
    Reaction is added in Slack
  • Slack
    Channel is created in Slack
  • Slack
    Custom emoji is added in Slack
  • Slack
    User is created in Slack
  • Slack
    File is created in Slack
Arrow Right
2.
  • Deskera
    Search invoice in Deskera
  • Deskera
    Create payment entry in Deskera
  • Deskera
    Create contact in Deskera
  • Deskera
    Create sales invoice in Deskera
  • Deskera
    Create crm contact in Deskera
  • Deskera
    Search contact in Deskera
  • Deskera
    Search CRM contact in Deskera
  • Deskera
    Create a new contact in CRM+ in Deskera
  • Deskera
    Search product in Deskera
  • Deskera
    Create product in Deskera
  • Deskera
    Create account in Deskera
  • Deskera
    Search account in Deskera
  • Deskera
    Create quotation in Deskera
  • Deskera
    Update contact in Deskera
  • Slack
    Search user in Slack
  • Slack
    Get thread messages in Slack
  • Slack
    Send channel message in Slack
  • Slack
    Send direct message in Slack
  • Slack
    Send private channel message in Slack
  • Slack
    Reply to channel message in Slack
  • Slack
    Search message in Slack
  • Slack
    Invite user to channel in Slack
  • Slack
    Search user by email in Slack
  • Slack
    Update profile in Slack
  • Slack
    Create channel in Slack
  • Slack
    Set channel topic in Slack
  • Slack
    Get user by id in Slack
  • Slack
    Set status in Slack
  • Slack
    Get Message Permalink in Slack
  • Slack
    Add reminder in Slack

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Ready Workflows Ready Workflows for Deskera + Slack Integration

Post new invoices, notify your accounting channel, alert team members about payments, and keep communication synced, all in just one click.

Most popular automationmost-popular-automations
Deskera + Slack Integration

Send Slack message for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a message through Slack letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - Slack integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
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Activate
Deskera + Slack Integration

Send Slack message for new Deskera contact

Anytime a new contact is added to your Deskera, automatically send them a message through Slack letting them know you're excited to work with them. This is a great way to stay top of mind and build relationships with your new contacts.

Furthermore, with this Deskera - Slack integration, you can rest assured that your new contact will always receive any important information they may need, such as next steps or deadlines in a timely manner, without any extra effort on your part.

Plus, integration is a great way to save time and increase efficiency in your workflow. So why not give it a try? You might be surprised at how easy and helpful it can be!
See more
Activate
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Deskera + Slack flow

Sync your financial records with e-commerce orders, customer emails, payment receipts, file storage, task boards, and meetings. Pick a combination and activate it in one click.

Deskera
Slack
+
ShopifyShopify (4)
+
GmailGmail (4)
+
StripeStripe (4)
+
Google DriveGoogle Drive (4)
+
TrelloTrello (4)
+
ZoomZoom (4)
S
D
S
Create a Deskera sales invoice for every new Shopify order, and notify your team in Slack
New Shopify orders generate a sales invoice in Deskera immediately and your team hears about it on Slack, eliminating manual entry.
S
D
S
Log Shopify refunded orders as credit notes in Deskera and alert your billing channel in Slack
Shopify refunds automatically create credit notes in Deskera and alert your billing channel in Slack, keeping your financial logs accurate.
S
D
S
Create a customer contact in Deskera for every new Shopify buyer and notify your sales channel in Slack
Every new Shopify customer is automatically added as a contact in Deskera and announced in Slack, keeping records updated.
S
D
S
When a Shopify product is updated, update the product details in Deskera and notify your inventory channel in Slack
Product updates in Shopify instantly refresh Deskera inventory records and notify your team in Slack.

Supported triggers and actions for Deskera and Slack

Mix and match to build the exact automation you need

Deskera
Deskera Triggers & Actions
Instant
Invoice is created in books in Deskera
Triggers the automation when a invoice is created.
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Quotation is created in Deskera
Activates the automation when a new quotation is created
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Instant
Contact is updated in sales in Deskera
Triggers the automation when a contact is updated in sales
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Instant
Contact is deleted in sales in Deskera
Triggers the automation when a contact is deleted in sales
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Instant
Deal is updated in sales in Deskera
Triggers the automation when a deal is updated.
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Instant
Deal is deleted in sales in Deskera
Triggers the automation when a deal is deleted.
Try it →
Instant
Bill is created in books in Deskera
Triggers the automation when a bill is created.
Try it →
Instant
Bill is updated in books in Deskera
Triggers the automation when a bill is updated
Try it →
Instant
Bill is deleted in books in Deskera
Triggers the automation when a bill is deleted.
Try it →
Instant
Invoice is updated in books in Deskera
Triggers the automation when a invoice is updated.
Try it →
Instant
Invoice is deleted in books in Deskera
Triggers the automation when a invoice is deleted.
Try it →
Instant
Debit note is created in books in Deskera
Triggers the automation when a debit note is created.
Try it →
Instant
Debit note is updated in books in Deskera
Triggers the automation when a debit note is updated.
Try it →
Instant
Debit note is deleted in books in Deskera
Triggers the automation when a debit note is deleted.
Try it →
Instant
Credit note is created in books in Deskera
Triggers the automation when a credit note is created.
Try it →
Instant
Credit note is updated in books in Deskera
Triggers the automation when a credit note is updated.
Try it →
Instant
Credit note is deleted in books in Deskera
Triggers the automation when a credit note is deleted.
Try it →
Instant
Stock is increased for a product in book in Deskera
Triggers the automation when a stock is increased for a product.
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Instant
Stock is reduced for a product in book in Deskera
Triggers the automation when a stock is reduced for a product.
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Contact is created in Deskera
Triggers the automation when a new contact is created
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CRM Contact is created in Deskera
Try it →
Instant
Contact is created in CRM+ in Deskera
Triggers the automation when a new contact is created in CRM+
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Product is created in Deskera
Triggers the automation when a new product is created
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Sales invoice is created in Deskera
Triggers the automation when a sales invoice is created
Try it →
Instant
Deal is created in CRM+ in Deskera
Triggers the automation when a deal is created in CRM
Try it →
Payment entry is created in Deskera
Triggers the automation when a payment entry is created
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Search invoice in Deskera
Searches for an invoice
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Create payment entry in Deskera
Creates a new payment entry
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Create contact in Deskera
Adds a new contact to the database
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Create sales invoice in Deskera
Generates a new sales invoice with pre-filled details
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Create crm contact in Deskera
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Search contact in Deskera
Finds and retrieves contact information
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Search CRM contact in Deskera
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Create a new contact in CRM+ in Deskera
Adds a new contact to the crm contact list
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Search product in Deskera
Searches for a product
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Create product in Deskera
Generates and launch new products
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Create account in Deskera
Generates a new account
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Search account in Deskera
Searches for account information
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Create quotation in Deskera
Generates a new quotation with predefined details
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Update contact in Deskera
Updates contact information with new details
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Slack
Slack Triggers & Actions
Message is posted on private channel in Slack
Triggers the automation when a message is posted on a private channel
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Group message is received in Slack
Triggers the automation when a group message is received
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Direct message is received in Slack
Triggers the automation when a direct message is received
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Reaction is added in Slack
Triggers the automation when someone reacts to any message
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Channel is created in Slack
Triggers the automation when a new channel is created
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Custom emoji is added in Slack
Triggers the automation when a custom emoji is added
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User is created in Slack
Triggers the automation when a new user is created
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File is created in Slack
Triggers the automation when a particular action in the workflow fails
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Search user in Slack
Searches for a user
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Get thread messages in Slack
Retrieves messages in a specific thread
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Send channel message in Slack
Sends a channel message
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Send direct message in Slack
Sends a private message to a recipient
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Send private channel message in Slack
Sends a private message to a channel
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Reply to channel message in Slack
Replies to a channel message
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Search message in Slack
Searches for a message
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Invite user to channel in Slack
Sends an invitation to a user to join a channel
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Search user by email in Slack
Retrieves user information based on their email address
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Update profile in Slack
Updates the user's profile
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Create channel in Slack
Creates a new channel
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Set channel topic in Slack
Sets the channel topic
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Get user by id in Slack
Retrieves user information using their id
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Set status in Slack
Sets the status
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Get Message Permalink in Slack
Retrieves the unique url link for a message within a conversation or chat
Try it →
Add reminder in Slack
Schedule and set reminder for a date and time
Try it →

What can you automate with Deskera + Slack?

Streamline your accounting, billing, and team communications with robust, automated workflows.

What you can automate?
🧾
Automate invoice creation and team notifications
Send every new Deskera invoice straight to Slack channels the moment it is generated. Your accounting team stays fully informed without manual status checks.
📋
Capture every billing field and line item
Map complete invoice and bill data between Deskera and your messaging channels instead of basic summaries. Your records maintain full financial context.
🔔
Notify the right person immediately
Alert specific team members via direct message or channel pings whenever critical financial entries, credit notes, or bills are updated in Deskera.
🔀
Route actions based on transaction criteria
Trigger different communication channels or record updates depending on whether a bill amount exceeds your approval threshold or matches specific supplier tiers.
🔄
Keep financial records continuously updated
Automatically reflect edits made to contacts, products, quotes, and payment entries across your workspace as soon as changes occur in Deskera.
🔍
Search and prevent duplicate records
Look up existing contacts and accounts before creating new entries in Deskera. Maintain clean databases and eliminate redundant customer profiles.
💳
Manage payment and refund workflows
Track payment entries, credit notes, and debit notes seamlessly as transactions are created or updated in your accounting books.
🔗
Extend your accounting stack to third-party apps
Connect Deskera and Slack with tools like Shopify, Gmail, or Stripe to build comprehensive multi-step financial pipelines.
And much more...

Who is Deskera + Slack integration for?

Finance teams, accountants, and business owners use Deskera and Slack to eliminate manual billing updates and keep their entire organisation aligned on financial transactions.

Finance Managers
Finance Managers
Accountants
Accountants
Business Owners
Business Owners
Billing Specialists
Billing Specialists
Sales Operations
Sales Operations
Audit Teams
Audit Teams
📈
Finance Managers
You're reviewing income reports every week but your accounting ledger only updates when someone manually logs entries, so the transaction totals you're auditing against are always outdated — with this integration, every new invoice lands in your books instantly and your figures stay current.
⚡
Accountants
You need to act fast on vendor bills and payment entries, but notifications arrive too late through fragmented channels, leaving your accounts payable lagging behind — with this integration, every billing event posts straight to your team channel and keeps your workflow moving.
🏢
Business Owners
You answer to investors and auditors who want to see real-time financial progress, but tracking invoices across systems creates blind spots in your reporting — with this integration, every financial record syncs automatically and gives you complete visibility without manual effort.
💳
Billing Specialists
The transaction volume is too high for anyone to keep up by hand, leading to missed invoice entries and delayed customer payment receipts — with this integration, every billing action is processed instantly and your financial records remain completely accurate.
🤝
Sales Operations
You own the quoting and deal stage updates and depend on upstream invoicing data to hand over accounts, but manual handoffs cause costly delays — with this integration, every document updates in real time and aligns your sales pipeline with your accounts.
📋
Audit Teams
You need a reliable transaction history for compliance reviews, but manual logging keeps leaving gaps and discrepancies in your audit trail — with this integration, every record is captured systematically and your historical data stays pristine.
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Why choose Integrately to automate Deskera + Slack

Build and manage your Deskera + Slack automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Deskera + Slack with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
Connect Deskera + Slack Now arrow right
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Frequently Asked Questions

How do I connect Deskera to Slack?
Frequently Asked Questions
You can connect Deskera to Slack easily in one click using ready templates or ask Integrately AI to build your integration with popular tools like Shopify, Gmail, and Stripe.
Can I automatically send Deskera invoices to Slack channels?
Frequently Asked Questions
Can I connect Deskera, Slack, and Shopify?
Frequently Asked Questions
What is a good Zapier alternative for Deskera and Slack?
Frequently Asked Questions
How are Deskera contacts synchronized with Slack alerts?
Frequently Asked Questions
Can I get Slack notifications when a Deskera payment entry is created?
Frequently Asked Questions
Do I need coding skills to automate Deskera and Slack?
Frequently Asked Questions
Is the Deskera and Slack integration free?
Frequently Asked Questions
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