Slack Integration

BillaBear integrates with Slack to send real-time notifications about important events in your billing system. This integration helps your team stay informed about customer activities, payment statuses, subscription changes, and more without having to constantly check the BillaBear dashboard.

Setting Up Slack Integration

Accessing Slack Integration

1. Log in to your BillaBear admin account
2. Navigate to the main menu
3. Select "Integrations"
4. Choose "Notifications"
5. Select "Slack" from the available notification channels

Configuring Slack Webhooks

To connect BillaBear with Slack, you'll need to create a webhook in your Slack workspace:

1. Go to your Slack workspace
2. Visit the Slack API Apps page
3. Click "Create New App"
4. Choose "From scratch"
5. Give your app a name (e.g., "BillaBear Notifications") and select your workspace
6. Click "Create App"
7. In the left sidebar, click on "Incoming Webhooks"
8. Toggle "Activate Incoming Webhooks" to On
9. Click "Add New Webhook to Workspace"
10. Select the channel where you want to receive notifications
11. Click "Allow"
12. Copy the Webhook URL that is generated
13. Return to BillaBear and paste the Webhook URL in the Slack integration settings
14. Click "Save" to establish the connection

Customizing Notification Templates

BillaBear allows you to customize the content of each notification type. For each event:

1. Select the event type from the dropdown menu
2. Customize the message template using the available variables
3. Click "Save" to apply your changes

You can use the preview function to see how your notifications will appear in Slack before saving.

Notification Types

BillaBear can send Slack notifications for the following events:

• Customer Created
• Payment Processed
• Payment Failed
• Subscription Created
• Subscription Cancelled
• Trial Started
• Trial Ended
• Trial Extended
• Country Tax Threshold Reached
• State Tax Threshold Reached

Template Variables

You can customize notification messages using template variables. The format to use a variable is {{variable.name}}.

Customer Created

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business

Payment Processed

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
payment.amount	The amount that we attempted to collect as an int	1000
payment.currency	The currency that we attempted to collect	USD
payment.formatted_amount	The amount formatted	USD 10.00

Payment Failed

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
payment_attempt.amount	The amount that we attempted to collect as an int	1000
payment_attempt.currency	The currency that we attempted to collect	USD
payment_attempt.formatted_amount	The amount formatted	USD 10.00

Subscription Created

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
subscription.id	The ID of the subscription	c15fe43c-94af-4cd2-baa2-1eefc724a03c
subscription.plan_name	The name of the plan	cool_plan
subscription.seats_number	The number of seats for the plan	4
subscription.start_date	The start date of the subscription	2025-08-18
subscription.valid_until	The end date of the subscription	2026-08-18

Subscription Cancelled

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
subscription.id	The ID of the subscription	c15fe43c-94af-4cd2-baa2-1eefc724a03c
subscription.plan_name	The name of the plan	cool_plan
subscription.seats_number	The number of seats for the plan	4
subscription.start_date	The start date of the subscription	2025-08-18
subscription.valid_until	The end date of the subscription	2026-08-18

Trial Started

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
subscription.id	The ID of the subscription	c15fe43c-94af-4cd2-baa2-1eefc724a03c
subscription.plan_name	The name of the plan	cool_plan
subscription.seats_number	The number of seats for the plan	4
subscription.start_date	The start date of the subscription	2025-08-18
subscription.valid_until	The end date of the subscription	2025-09-18

Trial Ended

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
subscription.id	The ID of the subscription	c15fe43c-94af-4cd2-baa2-1eefc724a03c
subscription.plan_name	The name of the plan	cool_plan
subscription.seats_number	The number of seats for the plan	4
subscription.start_date	The start date of the subscription	2025-08-18
subscription.valid_until	The end date of the subscription	2025-09-18

Trial Extended

Name	Description	Example
customer.id	The ID of the customer	6edfd773-6772-4607-b869-4f10622c948b
customer.email	The email of the customer	invoices@example.org
customer.brand	The brand of the customer	default
customer.billing_type	How the customer is billed	invoice or card
customer.customer_type	If the customer is a business or a sole individual	business
subscription.id	The ID of the subscription	c15fe43c-94af-4cd2-baa2-1eefc724a03c
subscription.plan_name	The name of the plan	cool_plan
subscription.seats_number	The number of seats for the plan	4
subscription.start_date	The start date of the subscription	2025-08-18
subscription.valid_until	The end date of the subscription	2025-10-18

Country Tax Threshold Reached

Name	Description	Example
country.name	The name of the country	United Kingdom
country.code	The ISO code for the country	GB
country.threshold_amount	The threshold amount for country	90,000.00

State Tax Threshold Reached

Name	Description	Example
country.name	The name of the country	United States Of America
country.code	The ISO code for the country	US
state.name	The name of the state	Texas
state.threshold_amount	The threshold amount for state	90,000.00

Example Templates

Here are some example templates you can use as a starting point:

Customer Created

:wave: New customer created!
*Email:* {{customer.email}}
*Billing Type:* {{customer.billing_type}}
*Customer Type:* {{customer.customer_type}}

Payment Processed

:white_check_mark: Payment processed successfully!
*Customer:* {{customer.email}}
*Amount:* {{payment.formatted_amount}}

Payment Failed

:x: Payment failed!
*Customer:* {{customer.email}}
*Amount:* {{payment_attempt.formatted_amount}}

Troubleshooting

If you encounter issues with your Slack integration:

• Verify that your Webhook URL is correct
• Ensure your Slack workspace and channel still exist
• Check that the Slack app has the necessary permissions
• Test the webhook using a tool like cURL or Postman

For persistent issues, contact BillaBear support with details of the problem you're experiencing.