Attach Integrations

  • Post new Attach.io visit summaries to a Slack channel

    Do you ever feel overwhelmed by having important messages being sent to too many different apps to keep track of? Well, if Slack is your favorite one to keep in the foreground, then stay at ease knowing that you'll instantly know whenever your Attach.io links just had a visit.

    How this Attach.io-Slack integration works

    1. A viewer closes their visit to your attach.io document
    2. Zapier posts a visit summary to your desired slack channel

    Apps involved

    • Attach.io
    • Slack
  • Create or update new HubSpot leads from Attach.io document visits

    A good CRM is one of the best tools in a sales team's toolbox, but it's only effective if it is kept up to date. Let this Zap take care of it for you by creating new leads in HubSpot automatically whenever someone finishes viewing your collateral in Attach.io.

    How this Attach-Hubspot integration works

    1. A visitor finishes viewing your Attach document
    2. A new lead is created in HubSpot

    Apps involved

    • Attach
    • HubSpot
  • Subscribe Attach.io document viewers to MailChimp lists

    A long list of email subscribers can be an extremely powerful marketing tool. More avenues leading subscribers to that list will help your list to grow in size and become more valuable quickly. Set up this integration, and let Zapier leverage your Attach.io documents to automatically add subscribers to your MailChimp list. Your content is awesome, so why not make it easy to stay in touch with the people that are reading it?

    How this Attach.io-MailChimp integration works.

    1. A new visit to your Attach.io document is opened
    2. Zapier adds the collected email address to your MailChimp list

    Apps involved

    • Attach
    • MailChimp
  • Get Slack direct messages for new visits to an Attach.io document

    Want to get a notification in Slack each time an Attach document is viewed? This integration will notify you in Slack as soon as your documents are viewed. It will show you a snapshot of the viewer info, with the option to click through to Attach to see the real-time engagement analytics.

    How this Attach.io-Slack integration works

    1. An Attach document has a new visit
    2. Zapier sends a Slack direct message with the visitors information

    Apps involved

    • Attach.io
    • Slack
  • Get SMS messages for Attach.io visits

    Want to know instantly whenever your Attach.io documents get viewed, even when you're on the go? No problem! You can get an SMS message right to your phone as soon as your visitors are done reading your docs.

    How this Attach-SMS by Zapier integration works

    1. A visitor finishes viewing your Attach document.
    2. Zapier sends you a message to your phone by SMS.

    Apps involved

    • Attach
    • SMS by Zapier
  • Post HipChat channel messages for new Attach.io document visits

    Do you ever feel overwhelmed by having important messages being sent to too many different apps to keep track of? Well, if HipChat is your favorite one to keep in the foreground, then stay at ease knowing that you'll instantly know whenever your Attach.io links just had a visit.

    How this Attach.io-HipChat integration works

    1. A viewer closes their visit to your attach.io document
    2. Zapier posts a visit summary to your desired HipChat room

    Apps involved

    • Attach.io
    • HipChat
  • Add new Attach.io document viewers to your ActiveCampaign lists

    Marketing campaigns are a great way to continue engaging with your target audience. Once activated, this integration will add new Attach.io document viewers to an ActiveCampaign list so you can stay in touch with the people reading your content even after they've left.

    How this Attach.io-ActiveCampaign integration works

    1. A new visit to your Attach.io document is opened
    2. Zapier adds the contact to your ActiveCampaign list

    Apps involved

    • Attach.io
    • ActiveCampaign
  • Create Close.io leads from Attach.io document visitors

    A good CRM is one of the best tools in a sales team's toolbox, but it's only effective if it is kept up to date. Let this Zapier integration take care of it for you by creating new leads in Close.io automatically whenever someone finishes viewing your collateral in Attach.io

    How this Attach.io-Close.io integration works

    1. A visitor finishes viewing your Attach.io document
    2. A new lead is created in Close.io

    Apps involved

    • Attach.io
    • Close.io
  • Create or update Pipedrive contacts from Attach.io document visitors

    Leveraging a CRM is one of the best tools in a sales team's toolbox. Keeping it updated can be a tedious task though. Use this Zapier integration and whenever someone finishes viewing your Attach.io documents, they'll be automatically added to Pipedrive so your team can follow up accordingly.

    How this Attach.io-Pipedrive integration works

    1. A visitor finishes viewing your Attach.io document
    2. A new contact is created in Pipedrive

    Apps involved

    • Attach.io
    • Pipedrive
  • Add Attach.io document viewers to a SendPulse list

    Having a prosperous email marketing list is great for your business. Set up this integration and let Zapier add your Attach.io visitors to your mailing list on SendPulse automatically.

    How this Attach.io-SendPulse integration works

    1. A new visit to your Attach.io document is opened.
    2. Zapier adds the collected email address to your SendPulse list.

    Apps involved

    • Attach.io
    • SendPulse
  • Create documents in Attach from new Google Drive files in a folder

    Instead of manually add files to both Google Drive and Attach now you can set up a folder in Google Drive in which files are automatically created in Attach. No more manual uploading for you!

    How this Google Drive-Attach integration works

    1. A file is added to a specific folder in Google Drive
    2. Zapier creates a new document in Attach

    Apps involved

    • Google Drive
    • Attach

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Attach Integration Details

Launched on Zapier December 7, 2016

Zapier combines Triggers (like "New Visit") and Actions (like "Create Link") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Attach Triggers, Searches, and Actions are supported by Zapier:

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.

Create Link

Creates a new link related to a document of your choice.

Create Document

Creates a new document.

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Attach is a sales engagement tool that lets you manage, track and control the sales collateral you share.