Slack integration  

Connect a Slack workspace to Attio and receive automated notifications about changes to lists in Slack. You can use this to see in Slack each time a new record is added to a list, to see updates to attributes such as when a deal closes, or to see an audit log of changes made in a list.

Setting up your Slack integration

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 Configure for the Slack integration.

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.

Setting up Slack notifications

Once your Slack integration is set up, you can set up Slack notifications to send messages to a designated Slack channel. You can set up multiple notifications for multiple different lists if you’d like.

To set up a notification, first navigate to the list you want to receive notifications about. Next, click the ⋮ icon in the top right corner of your list. Go to + Add integration and click Add Slack notification.

From the dropdown menu under Notify on, choose whether you want to receive a notification anytime an Entry is added or when Attribute values are updated:

• The Entry is added notification 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 will send a Slack message any time any attribute is updated in the list. The notification will include the name of the list 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.

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.

Once the setup is complete, the Attio Slack bot will automatically post updates in the Slack channel you have set up.

Deleting Slack notifications

To delete a Slack notification that has been set up in Attio, open the list 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.

Disconnecting 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.