New App: Use Attach to See Who’s Engaging with Your Shared Files
You often share files with leads, colleagues, and customers, but it is hard to tell if they’re actually being used or even opened.
With Attach, you can get instant visibility into your attached file engagement to find out what is happening after files are sent. You’ll gain insight into who is opening your files, what pages they’re reading, and who they’re forwarding them to. That way, you can identify warm prospects and prepare for your conversations ahead of time. Attach also helps with other file-sharing pain points, like sending the wrong files to someone. Using Attach, you can make changes or swap for another file even after you’ve clicked send.
Now that Zapier and its 750+ apps are added to the mix, you can integrate Attach with any of your favorite tools. You can automatically create CRM leads for your sales team when files are opened, post attachment visit summaries to your team chat app, or subscribe attachment viewers to marketing campaigns to keep them on the hook. Stop wondering if your files are being used and start using their engagement to your advantage with Attach and Zapier.
How Attach Works with Zapier
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.
Automation Inspiration
Get started with these sample Zaps:
Add Document Visitors as Leads
Notify Your Team When a Document is Viewed
How To Automate Attach with Zapier
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Sign up for a Attach account, and make sure you have a Zapier account
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Try some pre-made Attach integrations and learn more about how Attach works with Zapier
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Check out our Attach help documentation for details on connecting your account and setting up your first Zap
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Or login and build a custom workflow with Attach and Zapier