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Slack Integration (Beta): Installation and Setup Instructions

Concord offers an integration with Slack (Beta), to help to get notified on critical contracts' deadlines and key negotiations' steps.

Concord's Slack integration enables users to:

  • Get notified when a contract is fully signed
  • Be informed when a contract has expired
  • Identify when a contract is back to "Review" stage during the negotiation process

How to install Concord's Slack app

  1. Access the Integrations page

    • Navigate to the "Native Integrations" section in Concord.
    • You will see a list of Notifications integrations available

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  2. Enable the Slack integration

    • Click on the Slack toggle to turn the integration on.
    • Once the toggle is on, additional settings and information for the Slack integration will appear.

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  3. Connect to Slack
    • Click the "Connect" button to initiate the connection to your Slack account.
    • This will walk you through the OAuth 2.0 connection process. Click the "Allow" button to confirm authorization.

  1. Confirm successful authorization

    • Once the authorization is successful, you will see a confirmation screen indicating that you can close the page.

  2. Select your Slack channel

    • Once you've completed the authorization, you may be redirected back to Concord's "Slack Connection" screen, which will allow you to select the Slack channel that will receive Concord's notifications.

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  3. Finalize your integration
    1. Click "Finish" to complete the setup process.
  4. Integration completed!
    • A final screen or notification may confirm that Slack is now connected to your Concord account, and data synchronization is enabled.
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