Attach integration with Slack
How to Post new Attach.io visit summaries to a Slack channel
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Post new Attach.io visit summaries to a Slack channel" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Attach integrations
Attach actions
Nekton can use any feature that is available in Attach API.
Using our advanced AI, you can easily create custom automations for Attach.
Here are some typical actions you can do in your automated workflows.
Create Link
Creates a new link related to a document of your choice.
Create Document
Creates a new document.
Visit Closed
Triggers when a visit to a document is closed or ended.
New Visit
Triggers when a document receives a new visit.
New Document
Triggers when a new document is uploaded.
About Attach
Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.