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Attach + TrackVia Integrations

How to connect Attach + TrackVia

Zapier lets you send info between Attach and TrackVia automatically—no code required.

When this happens...
TrackViaTrackVia
Add Record

Triggers when a new record is created, or if an existing record changes to meet the filter criteria in the view.

automatically do this!
TrackViaTrackVia
Add Record to View

Add a record to a view which you specify.

Supported triggers and actions

What does this mean?

How Attach + TrackVia Integrations Work

  1. Step 1: Authenticate Attach + TrackVia.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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attach logo
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About Attach

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

Related categories

CRM (Customer Relationship Management)
trackvia logo
trackvia logo
trackvia logo

About TrackVia

TrackVia is a low-code, mobile workflow management platform that can be quickly customized to digitize and streamline your enterprise operations, processes and data.
Learn More

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