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Slack Integration Setup

This guide will help you connect your Complyfirst account with your company slack account.

STEP ONE

Log in to your Complyfirst account and click on the gear icon in the left menu bar to navigate to Settings>Integrations

STEP TWO

Turn on the Slack integration by selecting the toggle in the top right of the Slack integration box, then click "Connect Slack".

STEP THREE

Select your company from the dropdown and click "Allow".

STEP FOUR

Click the gear in the Slack integration box, toggle on "task notifications enabled", and select the slack channel you would like Complyfirst to send notifications into. Click "Test" to send a sample notification.

STEP FIVE

Lastly, Check that your test notification posted to the correct channel in Slack. If it worked, congratulations! you've successfully integrated Complyfirst with Slack.

If you have followed these steps and are still unable to connect Complyfirst to Slack, please reach out to our team.