Use Zapier to automatically send a message to your Slack channel when your Attio entry's attribute changes. Use this Zap to inform your team when an entry moves kanban stage with a custom mesage.
From your Zapier dashboard, head to My Apps and search for Slack. If Slack is running on your desktop and you're logged in to your Slack workspace, a permissions dialogue box will appear requesting access. Click allow to add Slack to your list of connected apps in Zapier. If you get stuck, this guide should help.
From your Zapier dashboard, click Create Zap in the top left. Search for Attio and choose it from the dropdown. Next, choose Entry Status Changed from the Trigger Event dropdown. Click Continue and select your Attio account. Next, pick your Attio collection from the dropdown, and then for Kanban Stage pick the attribute you'd like to trigger the Zap. For this example, we're going to pick 'Sales' for our Collection and 'Sales Stage' for our Kanban Stage. Continue to test your trigger.
Add a new action with the + icon and pick Slack from the App Event dropdown. Next you'll be prompted to add an Action Event. Pick Send Channel Message from the dropdown and click Continue. Pick your Slack account from the dropdown and continue to set up your Action. From the Channel dropdown, choose the Slack channel you'd like the Zap to post your automated message to.
Next, you'll want to compose the Message Text you'd like to post each time your Zap runs. This message can say anything you like and can include links, mentions, and even emojis. For more pro tips on formatting your Slack message check out this guide.
To refer to Attio-specific things in your message like the name of the collection or your record's name, you can pick these as you go from the Insert Data dropdown. In this example, we're going to include the name of the record, the collection, and their sales stage. We'll also put an arrow emoji at the end of the message.
Note: You'll want to add a space before and after each attribute added from the Insert Data dropdown.
Use the remaining optional dropdowns to make any further customizations such as the name and icon of the bot, whether or not links auto-expand, any scheduling you might want to add, etc. To keep your Slack channel uncluttered, you can also pick a specific Thread to post the message to.
Continue to test your Zap.
And that's it! Now anytime an entry's kanban attribute changes in Attio, your team will see your custom message posted to your Slack channel.
Note: Here's how ours looks in Slack:
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