If you already have this integration as a part of your plan and you are a part of a Team, you can establish a direct connection to your Slack account from the Contractbook platform.
With enabled Slack integration and being a part of Team:
- Click on Automations tab from the top menu
- Click on Integrations from the left-hand sidebar
- Locate Slack under Communication section
- Click on the blue button Connect to initiate the integration
- In the pop-up window from Contractbook - Integrations, use your Slack login credentials to connect
Without enabled Slack integration and not being a part of a Team:
In case you do not have access to the Slack integration yet, you can request that by following the steps below:
- Click on Automations tab from the top menu
- Click on Integrations from the left-hand sidebar
- Locate Slack under Communication section
- Click on the blue button Connect to request the integration
- Fill in the short questionnaire and submit your request
- Our team will get in touch with you to discuss the future possibilities of an upgrade
If you are not part of a Team in Contractbook yet, here are the steps for creating a new one for your company.
If you still need additional information or assistance, reach out to us at any time by contacting our Support Team.