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Get a Slack message when an invoice is paid

Every time a customer pays an invoice in AurenWell, automatically post a message to Slack so you know the second it lands. No code, about ten minutes.

~10 minutesNo codeZapier (the Webhooks trigger may need a paid plan)

What you'll build

When a customer pays an invoice in AurenWell, the event is sent to Zapier, which posts a message to Slack with the client's name and the amount paid.

AurenWellZapierSlack message

Before you start

  • A Zapier account.
  • A Slack workspace you can connect to Zapier.
  • AurenWell with Integrations unlocked. If you don't see Integrations under Settings, email support@aurenwell.com.
  • About 10 minutes.

Part 1

Get a webhook URL from Zapier

Create a new Zap with Webhooks by Zapier

In Zapier, click Create → New Zap. For the trigger app, search Webhooks by Zapier, then pick the trigger event Catch Hook. Click Continue.

Watch out

Webhooks by Zapier is marked Premium. On Zapier's free plan you may be prompted to upgrade — their Starter plan typically covers this trigger.
In Zapier, search for Webhooks by Zapier and pick Catch Hook as the trigger event.

Skip the Child Key field

In the Configure step you'll see a field called Pick off a Child Key. Leave it blank and click Continue.

Note

Child Key is a Zapier option for unusual webhook payloads. AurenWell sends a standard, well-formed JSON payload, so you can skip it.
Leave 'Pick off a Child Key' blank — AurenWell sends data in the format Zapier expects.

Copy your webhook URL

Zapier shows you a unique URL that looks like https://hooks.zapier.com/hooks/catch/…. Click Copy. You'll paste this into AurenWell in the next step. Leave this Zapier tab open — you'll come back to it.

Tip

This URL is unique to this Zap. If you want another Slack alert later (e.g. on estimate.accepted), make a new Zap — each gets its own URL.
Zapier shows you a unique webhook URL. Click Copy — you'll paste this into AurenWell next.

Part 2

Wire up AurenWell

Open Integrations in AurenWell

Open AurenWell in another tab. Go to Settings → Integrations, scroll down to Outbound · Webhooks, and click + Add webhook.

In AurenWell, go to Settings → Integrations and click + Add webhook under Outbound · Webhooks.

Paste the URL and pick invoice.paid

Give the webhook a name like Invoice Paid → Slack. Paste the URL from Step 3 into the URL field. In the Events section, check invoice.paid. Click Create webhook.

Tip

You can subscribe to more events later — same Zap, or a different one for each event type. estimate.accepted and client.created are popular ones to alert on.
Name it, paste the URL from Zapier (Step 3), and check the invoice.paid event.

Trigger a test event

Open any sent invoice in AurenWell. Click the ⋯ menu and choose Mark as paid. This fires an invoice.paid event, which AurenWell sends to the Zapier URL you just configured.

Tip

Two ways to fire a test event:
  • Easiest:in AurenWell's Integrations page, click the ⋯ menu on your new webhook row and pick Test send. Since you only subscribed to invoice.paid, AurenWell sends a realistic sample invoice.paid event with the exact fields a real event would have. No real invoices touched.
  • Or with real data: create a quick test invoice — any client, any amount (even $1) — and mark thatone as paid. You'll see real client and amount data flow through to Slack.
Open any sent invoice and choose Mark as paid from the menu. AurenWell fires the invoice.paid event.

Part 3

Send the data to Slack

Click Test trigger back in Zapier

Switch back to the Zapier tab. Click Test trigger. The first time AurenWell sends an event, it can take up to about 2 minutes for Zapier to register it. Be patient.

Switch back to Zapier and click Test trigger. Give it up to about 2 minutes the first time.

Check that the event came through

Zapier displays the captured event. You should see fields like total, paid_at, client (with name, email, phone inside it), and more. Pick a record and click Continue with selected record.

Note

These are the fields you can drop into your Slack message in Step 10. Every invoice.paid event includes the full invoice and client snapshot.
Zapier shows the full AurenWell event — client name, email, total, paid_at, and more. Pick a record to continue.

Add Slack as the action

Click the + below your trigger to add an action. Search Slack and pick Send Direct Message. Connect your Slack workspace when prompted.

Tip

If you'd rather post to a channel than DM yourself, pick Send Channel Message instead. The rest of the steps are the same.
Add Slack as the action and pick Send Direct Message (or Send Channel Message if you'd rather post to a channel).

Write the message using AurenWell fields

In the Slack action's Configure step:

  • To Username — pick yourself (or a teammate).
  • Message Text— write what you want the Slack message to say. To pull in data from AurenWell (like the client's name or the amount), click the small + button on the right of the field and pick a value from the field picker.

Watch out

Don't type AurenWell field names manually. Use the +button to insert them — that's what tells Zapier to substitute real values at run time. Typing them as text just shows the literal words.

A nice starter message:

Invoice paid 🎉
Name: [Client Name]
Amount: $[Total]

Click Continue, then Test action at the bottom. Zapier sends a real Slack message using the test event from Step 8.

Type your message, then click the + on the Message Text field to insert fields from AurenWell (client name, total, etc.).

Part 4

Verify it works

Check Slack for the message

Open Slack. You should see a DM from the Zapier app with the message you configured, populated with real data from the invoice you marked paid in Step 6.

Last thing: in Zapier, flip the Zap to On using the toggle at the top right. From now on, every paid invoice in AurenWell pings your Slack. 🎉

The finished message in Slack — sent by the Zapier app with real data from your invoice.

Troubleshooting

Zapier's Test trigger doesn't pick up any event
Wait up to 2 minutes the first time, then click Test trigger again. If still nothing, go to AurenWell's Integrations page, open your webhook's ⋯ menu, and click Test send to fire a sample event.
I marked an invoice paid, but Zapier never saw it
Check that the webhook in AurenWell's Integrations page is Active (not paused) and that invoice.paid is one of its subscribed events. Both are visible on the webhook row.
Zapier received the event but Slack never got the message
Make sure the Zap is turned On — the toggle at the top right of the Zap editor. Test mode sends a single message; ongoing alerts need the Zap turned on.
My Slack message shows 'Client Name' as literal text
You typed the field name instead of inserting it. Edit Step 10 and use the + button on the Message Text field — pick the value from the picker so Zapier knows to substitute it.
I want messages in a channel, not a DM
Replace the Slack action with Send Channel Message instead of Send Direct Message. The rest of the configuration is the same — pick a channel and write the message.

What next

Tutorial

Auto-add leads from a Google Form

The inbound version — pull new clients into AurenWell from an external form.

Settings

Manage your intake URLs and webhooks

Create, rotate, or revoke intake URLs and outbound webhooks any time.

Stuck?

Send us the step you got hung up on and a screenshot if you have one. We'll get back to you fast.

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