In this tutorial, we will focus on posting a new message in Slack, each time a new invoice in Shortlist is approved.
First, you will need to create an account on Zapier, which allows end users like you to integrate with web applications you use every day. Shortlist leverages Zapier to connect with Slack and thousands of other apps.
Once you create your account, click on this link to add the Shortlist app to your Zapier account:
(Note: The Shortlist Zapier app is currently still in beta phase so you will need to click on the above link to get access to it.)
You should see the following screen.
Click: Make a New Zap
Step 1. Configure Shortlist connection
From the app list, select Shortlist. While we are in the beta stage, you may see a lot of versions available. Make sure to select 1.05 as per the image below:
Next, select Choose Trigger Event. Since we are posting a new message in Slack only when an invoice is approved, we need to select "Payment Status Changed"
Now, you should be prompted to Sign-In to your Shortlist account when you select the blue Continue button.
If you are using version 1.05, you will need to enter your Shortlist URL. Follow the patter in the description, <customer>.shortlist.co where customer is your account name.
(Note: Do not include "https://" or "http://")
If everything was successful, you should see the following screen. Click Continue and move to Step 2.
Step 2. Configure a trigger.
Now, we need to tell Zapier what should trigger the action in Slack...
Since we are going to post a new message in Slack as soon as that invoice is approved in Shortlist, go ahead and select Approved under Status.
Next, you will get a chance to test your trigger. We encourage you to do that.
Zapier will pull data from your Shortlist account. In this case, as long as you have some approved invoices in your account it should work fine.
Click Test & Review, and you will get 3 recent invoices pulled.
Great, you are half there! Now, we need to tell Zapier what to do when it detects that an invoice was approved.
Step 3. Connect your Slack account
Type Slack and select it from the list:
Next, we need to tell Slack what to do. You will see that Slack has made a lot of action events possible. In this tutorial we will use Send Direct Message.
Click Continue and Sign-In to your Slack account.
Next, agree to connect Slack to Zapier.
You should see the following screen if everything went well.
Step 4. Configure Your Action in Slack
You will see Customize Message Screen.
Select your Slack display name as your Username and enter the text you want to post.
Step 5. Pushing your Zap live.
When everything is fully configured you should see the screen below:
Finally, the last step is to turn your Zap ON. Now, with every approved invoice there will be a new message posted as a direct message for the username selected in Slack.
Let us know if you have any questions or need additional support by emailing us at email@example.com