Factomos + Slack Integrations

How to connect Factomos + Slack

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Supported triggers and actions

What does this mean?

- Article NameRequired
  The name of the article, will be displayed in the quotes / invoices lines
- Article Type
  Type of the article among (service, product)
- Article description
  The description of the article
- Article unit
  Unit of the article (day, kg, etc ...)
- Article price
  Price of the article
- Article supplier price
  The article price of the supplier
- Vat rate
  Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)
Action
Write
- ContactRequired
  Public Id of the contact, can be retrieve with the action "Find Contact"
- Estimate subject
  Subject of the estimate
- Estimate attention
  Attention of the estimate (To the attention of)
- Estimate date
  Date of the estimate (ex: 2021-02-10), If not present, will be current date
- Article IdRequired
  Public Id of the article, can be retrieve with the action "Find Article"
- Article description
  If not present, will be the default description of the article
- QuantityRequired
  Number of articles for this line
- Price
  Price of the Article, if not present will be the default price of the article
- Vat rate
  Vat rate in percentage (ex: 20), if not present will be the default rate of the article For France : Taux de TVA
- Estimate Comment
  Comment at the end of the estimate
Action
Write
- Invoice PIDRequired
  The invoice pid given by Factomos after creating the invoice
- Payment type
  The type of the payment to set in Factomos. Possible values are : "transfer": Bank transfer, "card": Credit/Debit card, "check": Check, "cash": Cash, "order": Direct debit, "other": Any other payment method
- Payment date
  The date of the payment, given by WooCommerce
- Total amount paidRequired
  Total amount paid (with taxes) for the order, given by WooCommerce
Action
Write
- Article ReferenceRequired
  The article's reference, in common with Factomos
- Article PriceRequired
  The article's price in WooCommerce
- Article Total VATRequired
  The article's total vat (excluding taxes, for total quantity) from WooCommerce
- Article QuantityRequired
  Total quantity of this article in order on WooCommerce
- Article NameRequired
  Article name, given by WooCommerce
- Article description
  The article description (under the title in the invoice). For all articles except shipping which will be the shipping method.
- Article Product ID
  WooCommerce product ID for the given article (only useful for Article Images)
- Default Article PID
  If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)
- Shipping Article PID
  The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.
- Shipping Total
  Total shipping fees for the invoice, excluding taxes (HT)
- Shipping Tax
  The total taxes paid for shipping, via WooCommerce
- Tax Lines Rate Percent
  The different tax rates that can be applied, from WooCommerce
- Tax Lines Totals
  The total taxes paid per tax type, given by WooCommerce
- Total paidRequired
  Total paid for the order, given by WooCommerce
- Total taxes paidRequired
  Total taxes paid for the order, given by WooCommerce
- Shipping MethodRequired
  The shipping methods given by WooCommerce
- Image ID
  The id (= product id) resulting from the optional "Find Article Images" step
- Image SRC
  The image src (url) given by the optional "Find Article Images" step
Action
Search
- Article ReferenceRequired
  The article's reference, in common with Factomos
- Article priceRequired
  Price of the article
- Article Total VATRequired
  The article's total vat (excluding taxes, for total quantity) from WooCommerce
- Article QuantityRequired
  Total quantity of this article in order on WooCommerce
- Article NameRequired
  Article name, given by WooCommerce
- Article description
  The description of the article
- Article Product ID
  WooCommerce product ID for the given article (only useful for Article Images)
- Default Article PID
  If article not found, use this default PID (creating non-existing articles in factomos is not supported at the moment)
- Shipping Article PID
  The PID of the article dedicated to shipping in Factomos, so as to show a line in the invoice for shipping costs. If empty, there will be no shipping.
- Shipping Total
  Total shipping fees for the invoice, excluding taxes (HT)
- Shipping Tax
  The total taxes paid for shipping, via WooCommerce
- Tax Lines Rate Percent
  The different tax rates that can be applied, from WooCommerce
- Tax Lines Totals
  The total taxes paid per tax type, given by WooCommerce
- Total paidRequired
  Total paid for the order, given by WooCommerce
- Total taxes paidRequired
  Total taxes paid for the order, given by WooCommerce
- Shipping MethodRequired
  The shipping methods given by WooCommerce
- Image ID
  The id (= product id) resulting from the optional "Find Article Images" step
- Image SRC
  The image src (url) given by the optional "Find Article Images" step
- Article NameRequired
  The name of the article, will be displayed in the quotes / invoices lines
- Article Type
  Type of the article among (service, product)
- Article unit
  Unit of the article (day, kg, etc ...)
- Article supplier price
  The article price of the supplier
- Vat rate
  Vat rate of the article in percentage, if not present, will be the default vat rate of the account (ex: 20, for France: Taux de TVA)
Action
Search or write

- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel. Note: This trigger only supports attachment information for messages generated by bots. If you need to retrieve attachment information from non-bots, see this help document.
- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It

- Channel
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- User Name
  Trigger on files created by a single user.
- Shared
  Trigger when files are shared with you. Please note that this will trigger on created files as well.
Trigger
Instant
Try It
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
- Reaction
  Only triggers when this reaction is added to a message. Use the dropdown to select one of your team's custom emoji or select Use a Custom Value and enter the name of a standard emoji. Use this cheat sheet for reference and be sure not to include the colons. Note that you cannot use an emoji's alias in this field.
- Channel
  Only triggers on reactions added on messages in this public channel. Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- User
  Only triggers on reactions added by this user.
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It
- ChannelRequired
- UsersRequired
Action
Write
- Send Multi Message
  Toggle to send to multiple users.
- Message TextRequired
  Specify text of the message to send. Check out the formatting help doc for advanced options.
- Send as a bot?
  If you choose no, this message will appear to come from you. Direct messages are always sent by bots.
- Bot Name
  Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.
- Bot Icon
  Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.
- Include a link to this Zap?
  If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.
- Attach Image by URL
  If specified, this will upload the given image URL to Slack and attach it to the message separately.
- Auto-Expand Links?
  Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
- Link Usernames and Channel Names?
  If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.
- Schedule At
  Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.
Action
Write
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- Message TextRequired
  Specify text of the message to send. Check out the formatting help doc for advanced options.
- Send as a bot?
  If you choose no, this message will appear to come from you. Direct messages are always sent by bots.
- Bot Name
  Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.
- Bot Icon
  Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.
- Include a link to this Zap?
  If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.
- Attach Image by URL
  If specified, this will upload the given image URL to Slack and attach it to the message separately.
- Auto-Expand Links?
  Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
- Link Usernames and Channel Names?
  If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.
- Schedule At
  Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.
- File
  Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
- Thread
  If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example: 1345232312616.1231232.
  If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
  Otherwise, add a search step and fetch the message you want.
- Broadcast To Channel?
  If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
Action
Write
- First Name
  Fields left blank will be ignored.
- Last Name
  Fields left blank will be ignored.
- Title
  Fields left blank will be ignored.
- Email
  Changing a user's email address will send an email to both the old and new addresses, and also post a slackbot to the user informing them of the change.
- User
  Update selected values on this user's profile. This argument may only be specified by team admins on paid teams. Defaults to your status, when blank.
Action
Write
- Raw Request User Info
  Note: Zapier's Slack app supports a limited set of OAuth scopes/permissions, thus many of Slack's API endpoints aren't currently feasible.
- Api Docs Info
  API docs for Slack are located here https://api.slack.com/methods
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- EmailRequired
  Search is case-insensitive
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search
- Full NameRequired
  We search the normalized name, so don't worry about accents
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search

- Contact Type
  Type of contact among (prospect, client, supplier)
- Contact Company Name
  Required if Client Type is Enterprise (B2B).
- Contact Reference
  Internal reference of your contact
- Registration number
  Registration number of the company. For france, it is : SIRET
- Vat Number
  For France : N° TVA.
- Contact's website
  Website URL of your contact
- Client Phone number
  The phone number of your client
- Contact Description
  Internat Comments about your client
- Contact title
  The title of the contact among ('MR', 'MRS', '')
- First name
  First name of the contact
- Last nameRequired
  The last name of the contact
- E-mail
  The email of the contact
- Phone number
  The phone number of the contact
- Contact Language
  The language of the contact for the futur quotes or invoices
- Address
  Street number and name of the address
- Address More
- Zipcode
- City
- Country
  Country iso code (ex: FR, ES)
Action
Write
- ContactRequired
  Public Id of the contact, can be retrieve with the action "Find Contact"
- Invoice object
  Subject of the invoice
- Invoice attention
  Attention of the invoice (To the attention of)
- Invoice date
  Date of the invoice (ex: 2021-02-10), If not present, will be current date
- Date of Payment
  Date of payment (deadline, ex: 2021-02-10), if not present will be the default deadline of the account
- Invoice Paid Mention
  Is the invoice paid or not ? 'pay_before ' : display the mention "Payable before <invoice_due_date>" 'paid' : display the mention "Paid <invoice_due_date>" 'pay_on_receive': display the mention "Pay on receive"
- Prices include tax?
  If prices in Factomos and Woocommerce are defined including taxes (TTC), set to true
- Article idRequired
  Public Id of the articles in Factomos
- Article title
  The name of the article from WooCommerce.
- Article quantity
  The quantity of the article ordered
- Article price
  The unit price of the article (without taxes)
- Article VAT Rate
  The VAT rate for this article
- Article Total VAT
  The total VAT paid for this article (for whole quantity)
- Article description
  The description for the article
- Article line mode
  The "line_mode" section from the "Find Articles" step, useful in case of article images.
- Invoice Comment
  Comment at the end of the invoice
- Invoice creation mode in FactomosRequired
  DRAFT INVOICE to test the creation of an invoice. This will create a draft invoice in factomos, that will need to be manually validated to become a real invoice. REAL INVOICE only once everything seems to work, to use live with real orders.
- Send invoice to customer via email
  Set to TRUE to automatically send the invoice to the customer's email address via Factomos after creating it.
Action
Write
- WooCommerce Website DomainRequired
  The domain of your WooCommerce website, formatted like www.myshop.com
- WooCommerce API Consumer KeyRequired
  Found in WooCommerce admin (see documentation)
- WooCommerce API Consumer SecretRequired
  Found in WooCommerce admin (see documentation)
- Product ID
  The WooCommerce product ID
Action
Write
- Keyword
  keyword to search among the following fields: client_company_name, description, last name, email, reference, siret
Action
Search
- Keyword
  keyword to search among the following fields: client_company_name, description, last name, email, reference, siret
- Contact Type
  Type of contact among (prospect, client, supplier)
- Contact Company Name
  Required if Client Type is Enterprise (B2B).
- Contact Reference
  Internal reference of your contact
- Registration number
  Registration number of the company. For france, it is : SIRET
- Vat Number
  For France : N° TVA.
- Contact's website
  Website URL of your contact
- Client Phone number
  The phone number of your client
- Contact Description
  Internat Comments about your client
- Contact title
  The title of the contact among ('MR', 'MRS', '')
- First name
  First name of the contact
- Last nameRequired
  The last name of the contact
- E-mail
  The email of the contact
- Phone number
  The phone number of the contact
- Contact Language
  The language of the contact for the futur quotes or invoices
- Address
  Street number and name of the address
- Address More
- Zipcode
- City
- Country
  Country iso code (ex: FR, ES)
Action
Search or write
New Channel
Triggers whenever a new #channel is created.
Trigger
Instant
Try It
- Include Alias
  Choose yes to trigger when someone creates a new name for an existing emoji.
Trigger
Instant
Try It
- User Name
  Linked mentions of this user will trigger the zap. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
- Highlight Word
  Mentions of this word will trigger the zap. Case insensitive. Make sure to specify a value for one or both of username or a highlight word. Specifying both a username and a highlight word means that both the linked username and word need to be included in a message to trigger the zap.
- Trigger for Bot Messages?
  If no, only messages sent by users will trigger the Zap. If yes, messages sent by users and slackbots will trigger the Zap.
  Warning: Slackbots don't have profiles. If yes, don't depend on user profile information being present. Also, avoid Zap loops where Zaps trigger and post slackbot messages to the same channel!
Trigger
Instant
Try It
New Pushed Message
Triggers when you click the "Push to Zapier" button from a message in Slack.
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- TextRequired
  The actual reminder text that should be sent to yourself or a user. To include URLs, Slack uses this syntax.
- Remind when?Required
  Slack parses natural language like "in 15 minutes" or "every Thursday". Times are relative to when the Zap actually runs.
- Remind who?
  Pick a user to remind. If you pick no one, you will be reminded.
Action
Write
- ChannelRequired
  Only channels you are a member of will appear in this list. If you can't find your channel, click the Load More button or switch to the Custom tab and enter the channel's ID. Once live, the trigger will work even if you are not a member of the channel.
- Message TextRequired
  Specify text of the message to send. Check out the formatting help doc for advanced options.
- Send as a bot?
  If you choose no, this message will appear to come from you. Direct messages are always sent by bots.
- Bot Name
  Specify the bot name which appears as a bold username above the message inside Slack. Defaults to Zapier. When using Schedule At, this field will be ignored by slack.
- Bot Icon
  Either an image url or an emoji available to your team (surrounded by :). For example, https://site.com/icon_256.png or :robot_face:. When using Schedule At, this field will be ignored by slack.
- Include a link to this Zap?
  If you choose yes, a link to this Zap will be added to the end of the message, making it easy for you and your team to edit the Zap with one click.
- Attach Image by URL
  If specified, this will upload the given image URL to Slack and attach it to the message separately.
- Auto-Expand Links?
  Should Slack try to automatically expand links in this message? For example: turn a YouTube link into a playable widget.
- Link Usernames and Channel Names?
  If no, any usernames and channels mentioned won't be linked (or mentioned). Also affects @channel and @group. Unfortunately, @here notifications cannot be sent by Zapier.
- Schedule At
  Schedule the message to be posted later. Cannot be more than 120 days in the future. If you do schedule a message, rather than post it immediately, this Zap step will not return a ts or permalink field. This option does not support Bot Name and Bot Icon customization and will default to Zapier as bot name and icon.
- File
  Include a file to send along with your message. NOTE: Bot names/icons cannot be customized when sending a File.
- Thread
  If you want this to be part of a thread, you'll need the timestamp (Ts) of the parent message. For example: 1345232312616.1231232.
  If you get the message from a trigger, select "use a custom value" from the dropdown and connect accordingly by selecting the Ts field.
  Otherwise, add a search step and fetch the message you want.
- Broadcast To Channel?
  If true, posts in the thread and channel. See here for more info. Ignored unless the message is part of a thread.
Action
Write
- Channel NameRequired
  Name for the channel to be created. Channel names are normalized by converting to lowercase, replacing any non-allowed characters with hyphens or underscore, and truncating to 80 characters.
Action
Write
- ChannelRequired
- TopicRequired
  Slack will auto-link @names and #channels where applicable.
Action
Write
- Status Text
  Leave empty to clear.
- Status Emoji
  Use any emoji that's available in your Slack team, with leading and trailing :.
  If emoji is blank when text isn't, :speech_balloon: is used by default. If both text and emoji are empty, your status will be cleared.
- Expiration Time
  Provide a specific date & time for this status to expire. Statuses will not expire by default.
  You can also specify a duration for this status by entering in a value like in 60 minutes, for example. Check out other ways you can use this field here.
Action
Write
- Search QueryRequired
  Search query to use for finding matching messages. See the Slack Search Documentation for more information on constructing a query.
- Sort By
  Sort messages by their match strength or by their date. Default is score.
- Sort Direction
  Sort matching messages in ascending or descending order. Default is descending.
Action
Search
- IDRequired
  Search is case-insensitive
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search
- UsernameRequired
  The leading @ is optional
- Return Raw Results?
  For most responses, we prettify the result we get from Slack. If we're missing a field you're expecting, set this to true
Action
Search

How Factomos + Slack Integrations Work

Step 1: Authenticate Factomos and Slack.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Factomos + Slack

Slack Tutorials

About Factomos

Factomos is an invoicing tool that can help you create invoices and quotes.

Related categories

Accounting

About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

Learn more

Related categories

Team Chat

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Factomos + Slack Integrations

How to connect Factomos + Slack

Connect your apps and automate workflows

Create Article

Article Type

Article description

Article unit

Article price

Article supplier price

Vat rate

Create Estimate

ContactRequired

Estimate subject

Estimate attention

Estimate date

Article IdRequired

Article description

QuantityRequired

Price

Vat rate

Estimate Comment

Create Payment

Invoice PIDRequired

Payment type

Payment date

Total amount paidRequired

Find Articles

Article ReferenceRequired

Article PriceRequired

Article Total VATRequired

Article QuantityRequired

Article NameRequired

Article description

Article Product ID

Default Article PID

Shipping Article PID

Shipping Total

Shipping Tax

Tax Lines Rate Percent

Tax Lines Totals

Total paidRequired

Total taxes paidRequired

Shipping MethodRequired

Image ID

Image SRC

Find or Create Articles

Article ReferenceRequired

Article priceRequired

Article Total VATRequired

Article QuantityRequired

Article NameRequired

Article description

Article Product ID

Default Article PID

Shipping Article PID

Shipping Total

Shipping Tax

Tax Lines Rate Percent

Tax Lines Totals

Total paidRequired

Total taxes paidRequired

Shipping MethodRequired

Image ID

Image SRC

Article NameRequired

Article Type

Article unit

Article supplier price

Vat rate

New Public Message Posted Anywhere

Trigger for Bot Messages?

New Message Posted to Channel

ChannelRequired

Trigger for Bot Messages?

New File

Channel

User Name

Shared

New Message Posted to Private Channel

ChannelRequired