Zapier Integration Setup Guide (beta)

You can connect your Zapier and Attach account in Zapier here: https://zapier.com/zapbook/attach/

There are 3 Attach triggers in Zapier:
1. When a document is uploaded to Attach
2. When a document has a new visit
3. When a visit ends (similar to #2 but sent after they close the document to include time spent & percent viewed)

Here are some integration ideas you might like to try:
– NEW VISIT to Slack notification
– VISIT CLOSED to CRM
– NEW VISIT to mailing list
– Add a filter to only send the Zap if a document is viewed more than a specific time or percentage
… Let your imagine run wild!

Tip:

If you would like the Attach logo for your Slack Bot Icon like this:
attach-slack
You can insert the image found at this link here:
edit-step-zapier

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