Send Workify Invoice Notifications to Slack

What You'll Build

A Slack notification system that posts messages to a channel whenever key invoice events happen in Workify — invoice viewed by client, payment received, invoice overdue, or new invoice created.

Why This Matters

Knowing the moment a client opens your invoice changes how you follow up. Instead of chasing after 7 days of silence, you can reach out with "Just checking you received my invoice" the same afternoon they open it. And when payments land, your whole team knows instantly — no need to log in to check.

What You'll Need

• A Workify Pro account (webhooks are a Pro feature)
• A Slack workspace where you can add an incoming webhook
• 10 minutes

Step 1: Create a Slack Incoming Webhook

1. Go to api.slack.com/apps and click Create New App → From scratch
2. Name it "Workify Notifications" and select your workspace
3. Go to Incoming Webhooks → toggle it on
4. Click Add New Webhook to Workspace and choose the channel (e.g. #invoicing or #payments)
5. Copy the webhook URL — it looks like https://hooks.slack.com/services/T.../B.../...

Step 2: Configure a Workify Webhook

In Workify:

1. Go to Settings → Webhooks
2. Click Add webhook
3. Paste your Make/Zapier URL (see Step 3) — or skip to the direct option below
4. Select the events you want to receive:
   • invoice.viewed — client opened the invoice email
   • invoice.paid — payment recorded
   • invoice.overdue — invoice passed due date
   • invoice.created — new invoice created

Step 3: Transform and Forward to Slack

Workify's webhook payload needs to be formatted as a Slack message before forwarding. Use one of these approaches:

Option A: Make (Simplest)

1. In Make, create a scenario with Webhooks → Custom webhook as trigger
2. Use this URL as your Workify webhook endpoint
3. Add an HTTP → Make a request module:
   • URL: your Slack incoming webhook URL
   • Method: POST
   • Body:

{
  "text": "{{if(trigger.event == 'invoice.paid'; '💰 Payment received'; if(trigger.event == 'invoice.viewed'; '👀 Invoice opened'; if(trigger.event == 'invoice.overdue'; '⚠️ Invoice overdue'; '📄 New invoice')))}}: *{{trigger.data.invoice_number}}* — {{trigger.data.client_name}} — {{trigger.data.total}}",
  "unfurl_links": false
}

Option B: Zapier

1. Trigger: Webhooks by Zapier → Catch Hook — copy the URL into Workify
2. Action: Slack → Send Channel Message
3. Map the message text using Zapier's field mapper

Option C: Direct (Cloudflare Worker)

For zero latency and no third-party dependency, deploy a tiny worker that receives Workify webhooks and formats them for Slack:

const EVENT_LABELS: Record<string, string> = {
  'invoice.paid': '💰 Payment received',
  'invoice.viewed': '👀 Invoice opened by client',
  'invoice.overdue': '⚠️ Invoice overdue',
  'invoice.created': '📄 New invoice created',
}

export default {
  async fetch(request: Request, env: any): Promise<Response> {
    const body = await request.json() as any
    const label = EVENT_LABELS[body.event] ?? body.event
    const inv = body.data

    const message = {
      blocks: [
        {
          type: 'section',
          text: {
            type: 'mrkdwn',
            text: `*${label}*\n*Invoice:* ${inv.invoice_number}\n*Client:* ${inv.client_name}\n*Amount:* ${inv.total}`,
          },
        },
      ],
    }

    await fetch(env.SLACK_WEBHOOK_URL, {
      method: 'POST',
      headers: { 'Content-Type': 'application/json' },
      body: JSON.stringify(message),
    })

    return new Response('ok')
  },
}

Set SLACK_WEBHOOK_URL as a secret in your worker environment.

Step 4: Test It

In Workify, go to Settings → Webhooks, find your webhook, and click Send test. A test message should appear in your Slack channel within a few seconds.

Customising the Message Format

Slack's Block Kit lets you create rich, interactive messages. Here's a more detailed format for payment notifications:

{
  "blocks": [
    {
      "type": "header",
      "text": { "type": "plain_text", "text": "💰 Payment received" }
    },
    {
      "type": "section",
      "fields": [
        { "type": "mrkdwn", "text": "*Client:*\n{{client_name}}" },
        { "type": "mrkdwn", "text": "*Amount:*\n{{total}}" },
        { "type": "mrkdwn", "text": "*Invoice:*\n{{invoice_number}}" },
        { "type": "mrkdwn", "text": "*Paid on:*\n{{paid_at}}" }
      ]
    }
  ]
}

Routing Events to Different Channels

You can create multiple Workify webhooks pointing to different Slack channels:

Each webhook in Workify can subscribe to specific events, so you only get relevant messages in each channel.

Tips

• Use Slack's User Group mentions (<!subteam^ID>) in overdue notifications to ping the right account manager
• Add a View invoice button to the Slack message linking directly to the Workify invoice URL
• Mute the invoice.viewed channel overnight — knowing a client opened your invoice at 11pm can wait until morning