Slack

How to Setup and Install the Slack app to kick off requests and approvals with Sym.

This section is for Sym Integrators!

To use the Slack Integration, view the Slack section of the SDK docs.

Connecting Slack and Sym is easy. Requesting and approving access within Slack helps your teams move fast.

Prerequisites

  1. Make sure you have the Symflow CLI installed. Validate with which symflow.
  2. Make sure you are logged in to the SymFlow CLI.
  3. Make sure you have permission to connect Slack to other systems (this may require admin permissions, based on your Slack configuration). If you don't have permissions, we will provide you with the information you need to share with someone who does.

Setup Slack Connector

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Note

If you don't have permissions to install Apps into your Slack workspace, its no problem. Just take the URL from Step 1 below, and provide it an admin who does, and they will be able to do the installation.

  1. In your terminal, run symflow connectors slack new. This will generate a token (and URL) that you can use to install our Slack App.

  2. Go to the generated URL (https://static.symops.com/slack/landing?token={replace-with-token-from-step-1}) in your web browser. This will start the process of adding the Sym Slack App to your Slack Workspace.

  3. Click the "Add to Slack" button.

  1. A page will show you the permissions the Sym App requires AND allow you to pick which workspace you want to install the Sym App in. To change the workspace, click on the workspace icon in the upper right hand corner.
  1. If the setup is successful, you will see this picture and the Sym App has been successfully installed.

Verify in Slack
In Slack, start typing sym request to bring up the Sym Request shortcut and kick off your first access request!

That's it, now you are ready to kick off approval requests or approve other people's requests in Slack.

Check if you already have configured a Slack Connector

If you're not sure if you already have a Slack Connector, its no problem. You can run:

symflow connectors slack list

and see what connectors have been created and what workspaces are linked. If you don't see the workspace that you want, use symflow connectors slack new to create a new token.


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