Slack integration
Connect a Slack workspace to Attio and set up automated notifications.
Connect Slack and Attio
To set up the Slack integration in your Attio workspace, you must be an admin. First, click on your workspace name, select Workspace settings from the dropdown, then Integrations in the sidebar.
From this page, click Slack, then click + Add Workspace and choose the Slack workspace you’d like to use with Attio. Click the drop down in the upper-right to navigate between Slack workspaces. Click Allow.
Note: Attio’s Slack bot will only have access to and will be able to view basic information for any public or private channels it’s invited to. It can send messages to channels it is invited to, but it cannot read other messages in the channel.
Using the Slack integration in Attio
Once you have set up the integration, there are two ways you can use the Slack integration within Attio:
With workflows: You can use Slack action blocks within workflows to send customized messages to Slack when specific criteria are met. Use this option when you want to: only send messages when specific criteria are met, customize what information is included in the message, and/or include buttons in the message that people can click to take further actions.
With lists or records: You can set up Slack notifications to send a Slack message when changes are made to a list or to records in a specific object. Use this option when you want the Slack feed to be like an audit log and don't need to specify which updates you need.
Using Slack with workflows
With a connected Slack integration, you can use a workflow to send messages and actions to a designated Slack channel.
Post message to channel
With this block, you can automatically post a message in a Slack channel.
Components of this block:
Slack Workspace: Select the workspace you’d like to send the message to
Channel: Select the channel you’d like to post the message in
Message: Write your message. You can include variables in your message using the {x} button.
Hide sent by watermark (optional): You can choose to hide the watermark that reads “Sent via the {Workflow Name} workflow”
Post actions to channel
With this block, you can automatically post a message to a slack channel that contain buttons which, when clicked, will kick off additional automation inside of Attio.
Components of this block:
Slack Workspace: Select the workspace you’d like to send the message to
Channel: Select the channel you’d like to post the message in
Message (optional): Write your message. You can include variables in your message using the {x} button.
Action inputs: Set how your button will be labeled. You can add multiple actions.
Action configuration: Configure what will happen when a certain button is clicked. You can choose from any workflow block that is available to you.
Note: For formatting text in your message, please see this doc for developer instructions covering content posted to Slack via APIs.
Set up Slack notifications for lists or records
Once your Slack integration is set up, you can set up Slack notifications to send messages to a designated Slack channel when changes are made in lists or to records.
To set up a notification, first navigate to the list or all records page (such as People or Companies) that you want to receive notifications about. Next, click the ⋮ icon in the top right corner of the page. Go to + Add integration and click Add Slack notification.
From the dropdown menu under Notify on, choose the notification you want to receive:
The Entry is added notification for a list will send a Slack message any time a record is added to the list. The notification will share the name of the list and a link to it, the name of the record that was added, any attribute values it was added with, and who added it.
The Attribute values are updated notification is available for records or lists. This will send a Slack message any time any attribute is updated in the list or for the object. The notification will include the name of the list or record and a link to it, the name of the record that was updated, the previous attribute value and what it was updated to, and who updated it.
The Record is created notification will send a Slack message any time a new record of a particular object is created. The notification will share the name of the record, a link to it, any attribute values it was created with, and who created it.
Select a Slack workspace from those you’ve integrated, and select the Slack channel where you want to post the notifications. Then click Create notification.
If you are prompted to enter the Slack ID for a channel manually, open Slack and navigate to the channel, click the channel name at the top, then scroll to the bottom of the About tab to find the Channel ID. Click the icon to its right to copy the ID.
Once the setup is complete, the Attio Slack bot will automatically post updates in the Slack channel you have set up.
Delete a Slack notification
To delete a Slack notification that has been set up in Attio, open the list or all records page and click the ⋮ icon in the top right corner. Go to + Add integration, then View active integrations.
Click the trash icon to the right of a notification to delete it.
Disconnect a Slack integration
An admin can disconnect a Slack integration by clicking your workspace name and selecting Workspace settings from the dropdown, then selecting Integrations in the sidebar.
Click Configure for the Slack integration, then click the Slack workspace you want to disconnect, and select Disconnect Workspace.