Our solution integrates with the most popular platforms used by financial advisers throughout the entire advice workflow.

<br>Follow this step-by-step on how to integrate with Slack.

2. Click connect with Slack and you’ll be directed to a page where you need to enter the URL of your Slack workspace or create a new workspace.<br> 

4. Select the Slack channel you want our solution to post and click on authorise next.&nbsp;

5. Your Slack integration is now complete!&nbsp;

Check this article on how to <a href="https://help.advicefront.com/en/collections/1575314-manage-your-integrations" rel="nofollow noopener noreferrer" target="_blank">manage your Integrations</a>. 

For more information, please visit our official <a href="https://advicefront.com/onboard" rel="nofollow noopener noreferrer" target="_blank">website</a>.

Connect with Slack to receive client notifications

How to integrate with Slack

Find answers and get help from Intercom Support and Community Experts

Empty Help Center

Uh oh. That page doesn’t exist.

Disappointed

Neutral

Smiley

Title

Track the progress of all tickets related to your company.

Tickets portal.

{assigneeName} needs more information from you