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Slack

Post to Slack when a client pays

Internal Slack ping with the client name, invoice number, and amount the moment a client pays. Keeps the team in the loop without checking the dashboard.

5 min setup Trigger: invoice.paid easy
works with Zapierworks with Make.comworks with n8nworks with Direct webhook

Setup steps

  1. In ClientNest365: Settings -> Webhooks -> + New endpoint. Name it 'Slack payment notifier'.
  2. Subscribe to event: invoice.paid
  3. If using direct Slack webhook: paste your Slack channel's incoming webhook URL as the target.
  4. If using Zapier / Make / n8n: create a 'Catch Webhook' step there, copy that webhook URL into ClientNest365 as the target.
  5. Test by marking a draft invoice paid (or trigger from the seed-demo script). Confirm Slack receives the payload.

Payload fields you'll use

  • invoice.number
  • invoice.total_cents
  • invoice.currency
  • client.name

Where to wire it in ClientNest365

Open your workspace at /app/settings/webhooks. Click + New endpoint. Paste the target URL from your automation platform (Zapier, Make, n8n) or the third-party tool's native webhook URL. Subscribe to the invoice.paid event. Save. Your endpoint secret is shown once at creation; copy it now if you plan to verify the HMAC signature on the receiving end.

Verifying the signature

Each webhook POST carries an X-CN-Signature header. The value is sha256=<hmac> where the HMAC is computed over the raw request body using your endpoint secret. Compare with constant-time equality. Reject mismatches.