Attach Help & Support

Supported Triggers#

• New Visit - Triggers when a document receives a new visit.
• New Document - Triggers when a new document is uploaded.
• Visit Closed - Triggers when a visit to a document is closed or ended.

Supported Searches#

• None yet!

Supported Actions#

• Create Link - Creates a new link related to a document of your choice.
• Create Document - Creates a new document.

To get started with Attach on Zapier, first you will need to click to connect your Attach account to use with your Zap.

Next, you'll be asked to enter your Attach's API key.

To locate your API Key in your Attach account, please follow these steps:

1. Log into your Attach account.
2. Click "Account" from the Bottom Left Menu.
3. Click "Account Settings" from the Top Menu.
4. Copy the API Key to your clipboard.

Paste your key back into your Zapier account and then “Continue”. If your API key was entered correctly your Attach account will now be successfully connected.

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!