We can't find the internet
Attempting to reconnect
Something went wrong!
Hang in there while we get back on track
Build a Zap that posts a Slack message every time an invoice is marked paid in CleanOps.
This Zap posts a Slack message to your team every time an invoice is marked paid in CleanOps — a simple way to celebrate payments and keep everyone in the loop without anyone having to watch CleanOps.
Before you start: connect CleanOps to Zapier first (see connect CleanOps to Zapier) and have a Slack workspace you can sign in to.
You need two things: CleanOps connected to Zapier — set up once in connect CleanOps to Zapier — and a Slack account you can authorize. This guide builds the Zap from scratch and reuses your CleanOps connection.
In Zapier, create a new Zap. For the trigger, choose CleanOps as the app and Invoice Paid as the event, then pick your connected CleanOps account under Account. Select Continue.
A new Zap with the CleanOps Invoice Paid trigger.
Select Test trigger. Zapier pulls your most recent paid invoices from CleanOps so you have real data to build with — pick one and select Continue with selected record. No paid invoices yet? Mark one paid in CleanOps first, then test again.
Zapier finds recent paid invoices to test with.
For the action step, choose Slack as the app.
Choosing Slack as the action app.
Pick the Send Channel Message action event, then select Sign in to connect your Slack account and Allow Zapier access. Connecting a new app works just like connecting CleanOps — see connect CleanOps to Zapier.
The Send Channel Message action, ready to connect Slack.
Open the Channel dropdown and pick where the message should post (for example #new-channel). Then click into Message Text and type the message you want — for example 💰 Invoice paid in CleanOps:.
Pick a channel and start the message.
To include live invoice details, use Insert Data (the + on the field) to open the data picker, then select CleanOps fields to drop them into the message — the invoice Number, Customer Full Name, Customer Company Name, City, State, and more are all available. Mix plain text and fields however you like, then select Continue.
Insert CleanOps invoice fields into the Slack message.
Select Test step. Zapier sends a real message to your Slack channel using the sample invoice — you’ll see A Message was sent to Slack.
The test sends a real Slack message.
Select Publish. Zapier confirms Your Zap is live! — from now on, every paid invoice in CleanOps posts to your Slack channel automatically.
Publishing turns the Zap on.
Each time an invoice is paid in CleanOps, a message posts to your Slack channel with the invoice details you mapped, sent by the Zapier app. You can edit the Zap any time to change the channel or the message.
The invoice message posted in Slack by Zapier.
Need more help? If you can't find what you're looking for in our documentation, create a support ticket and our team will assist you.