Attach Integrations

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Attach Integration Details

Launched on Zapier April 25, 2017

Zapier combines Triggers (like "Visit Closed") and Actions (like "Create Document") 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:

Visit Closed

Triggers when a visit to a document is closed or ended.

New Document

Triggers when a new document is uploaded.

New Visit

Triggers when a document receives a new visit.

Create Document

Creates a new document.

Create Link

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

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