How to Integrate and Use Slack with Growfin

Overview :

This document describes the integration between Growfin and Slack, enabling real-time communication and visibility into collections activities directly within Slack channels.

The integration enables teams to receive updates and alerts, and act on collection workflows directly within Slack.

This helps streamline workflows and ensures that finance teams never miss important updates.

Two levels of Slack integration 

Account-level configuration is done by an admin once for the entire organisation. It connects Growfin to a specific Slack channel, so all account-wide notifications, like payment updates, overdue alerts, and AR activity flow into that shared channel. Everyone in that channel sees them.

User-level configuration is done by each individual user for themselves. It lets a team member connect their own Growfin account to Slack so they receive personal notifications, like replies to their comments, tasks assigned to them, or mentions directly in Slack, separate from the shared channel.

                                                        Account - Level Configuration

1

Navigate to Slack settings in Growfin

In Growfin, go to your account settings and find the integrations section.

Select Slack from the list of collaboration apps.

2

Connect your Slack workspace

Click the connect button. You'll be directed to Growfin integration page.

3

Choose your workspace and channel

On the Slack authorization page, select your organisation's workspace from the dropdown. 

Then pick the Slack channel where Growfin notifications should be delivered.

4

Authorize and confirm

Click Allow to grant Growfin access. You'll be redirected back to Growfin automatically.

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Verify in Slack

Head over to your Slack workspace. In the channel you selected, you'll see a confirmation message.

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Note: This is a one-time account-level setup. You must have Admin permissions in both Slack and Growfin to complete this step.

                                                                     User-level configuration

1

Open the Growfin app in Slack

In your Slack workspace, find and open the Growfin app from the left sidebar under Apps.

2

Run the /growfin command

In the Growfin app message box, type the command below and send it.

/growfin

3

Click the Connect button

Growfin will respond with a message and a Connect button. Click it to begin authorization.

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Authorize your Growfin account

You'll be taken to Growfin to complete authorization. Click Allow to link your account.

Allow

Cancel

Growfin account connected

Your personal Growfin account is now linked to your Slack profile.

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Note : This step must be repeated by all users who want to receive Slack notifications from Growfin.

                                                              Slack Notifications in Growfin

Growfin sends two types of notifications through Slack:

1. Account-Level Notifications : 

• Sent to the Slack channel selected during the initial connection.

• Includes the Weekly Receivables Summary Report

• Data included:

  • Outstanding Amount

  • Number of Customers

  • Number of Open Invoices

  • Current Due

  • Overdue Amount

2. User Activity Notifications : 

Sent to users individually via the Growfin Slack App, based on the activity assigned to them:

For Task Assignments, users can:

• Mark as Complete – closes the task in Growfin directly from Slack

• Add Comment – posts a comment to the task in Growfin via Slack

Notes

• Users must connect individually to receive user-specific notifications.

• Admins must complete the account-level connection before user-level authorization can happen.