The Attribute values are updated notification will send a Slack message any time any attribute is updated in 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 Entry is added notification will send a Slack message any time a record is added to the list.Add a Slack notification for your list using the ⋮ iconįrom 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: Go to + Add integration and click Add Slack notification.
Next, click the ⋮ icon in the top right corner of your list. To set up a notification, first navigate to the list you want to receive notifications about. You can set up multiple notifications for multiple different lists if you’d like. Once your Slack integration is set up, you can set up Slack notifications to send messages to a designated Slack channel. Select a Slack workspace to connect with Attio Setting up Slack notifications It can send messages to channels it is invited to, but it cannot read other messages in the channel. 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. Click the drop down in the upper-right to navigate between Slack workspaces. Configure your Slack integration from the Integrations page of Workspace settingsĬlick + Add Workspace and choose the Slack workspace you’d like to use with Attio. First, click on your workspace name, select Workspace settings from the dropdown, then Integrations in the sidebar.įrom this page, click Configure for the Slack integration.
To set up the Slack integration in your Attio workspace, you must be an admin. 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. When you remove a conversation from a section, it’ll move back to the Channels or Direct messages section of your sidebar.Connect a Slack workspace to Attio and receive automated notifications about changes to lists in Slack. Note: On the Enterprise Grid plan, a channel will only appear in a custom section in your sidebar if it’s been added to the workspace you’re viewing. Tap and hold the star icon (or the emoji associated with the custom section) in the top right.Select a custom section from the list or select Move to new section to create a new one.Click the star icon (or the emoji associated with the custom section) beside the channel or member name(s).Click the channel or member name(s) in the conversation header.Open the channel or DM you'd like to move.You can drag and drop any conversation to a section from your sidebar, or follow the steps below to move a conversation you're viewing to a section:
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