Slack app
Connect a Slack workspace to Attio and set up automated notifications.
Attio’s Slack app lets you automate Slack message notifications based on activity in your Attio workspace. You can send customized messages to Slack channels when records or lists change, and even include interactive buttons that trigger workflows directly from Slack.
Connect Slack and Attio
Only admins can connect a Slack workspace to Attio. Each Attio workspace can connect to one Slack workspace.
To connect Slack and Attio:
Click your workspace name and select Apps and integrations.
Search for Slack and click Install.
Under Workspace Connection, click + Connect.
Choose the Slack workspace you want to use.
Click Install Attio.
Note: Attio’s Slack bot will only have access to and 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.
Grant Attio access to private Slack channels
To use Attio in a private Slack channel, add the Attio app to the channel first.
Open the channel’s settings in Slack.
Go to the Integrations tab.
Click Add an App, then select Attio.
Ways to use the Slack app in Attio
After connecting Slack, you can use it in two main ways:
Workflows: Use Slack action blocks to send customized messages when specific criteria are met. This option is best when you want to:
Send messages only when certain conditions are true
Customize what information appears in the message
Include buttons that trigger further actions directly from Slack
Lists or records: Set up Slack notifications to send messages when changes are made to a list or to records in an object. This option is best when you want:
A simple feed of updates that acts as an audit log
To automatically post all changes without setting detailed conditions
Use Slack in workflows
Use Slack action blocks to send messages or trigger actions from a workflow.
Post message to channel
Automatically send a message to a Slack channel when workflow conditions are met.
Block settings:
Slack Workspace: Choose a connected workspace.
Channel: Select the channel to post in.
Message: Write your message (up to 2,900 characters). Use {x} to insert variables.
Hide sent by watermark (optional): Hide or show the Sent via {Workflow Name} text.
Post actions to channel
Send a message with buttons that trigger workflows when clicked.
Block settings:
Slack Workspace: Choose a connected workspace.
Channel: Select the channel.
Message (optional): Write your message, using {x} for variables.
Action inputs: Add and label buttons.
Action configuration: Define what happens when each button is clicked. Choose from any workflow block.
Note: See Slack's Formatting message text guide for developer instructions on posting content to Slack via APIs.
Set up Slack notifications for lists or records
You can also send Slack messages when changes happen in lists or records.
To create a Slack notification:
Go to the list or all records page (such as People or Companies).
Click the ⋮ icon in the top right.
Select Notifications, then + Add Slack notification.
Under Notify on, choose what you want to track:
Entry is added (for lists): Sends a Slack message every time a record is added to the list.
Includes the name of the list and a link to it
Shows the name of the record that was added
Displays any attribute values added with the record
Identifies who added it
Attribute values are updated (for lists or records): Sends a Slack message when any attribute is updated in a list or record.
Includes the name of the list or record and a link to it
Shows which record was updated
Displays the previous value and the new value for the updated attribute
Identifies who made the update
Record is created (for objects): Sends a Slack message whenever a new record is created.
Includes the name of the record and a link to it
Displays any attribute values the record was created with
Identifies who created it
Then select your Slack workspace and channel, and 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.
Scroll to the bottom of the About tab to find the Channel ID.
Click the icon to its right to copy the ID.
Once created, the Attio Slack bot will automatically post updates in the selected channel.
Delete a Slack notification
To delete a notification:
Open the list or all records page.
Click the ⋮ icon in the top right.
Go to Notifications, then Edit Slack notifications.
Click the ⋮ icon next to a notification and select Delete notification.
Remove a Slack connection
Only admins can remove a connected Slack workspace.
Click your workspace name and select Apps and integrations.
Open Slack.
Click the ⋮ icon next to the workspace and select Remove connection.