In this how-to guide

How to automatically send Slack direct messages when a new Attio record is created
1. Set the Attio trigger as “Record created”
2. Add the “Send DM” step in Slack
3. Activate your playbook
Learn more about integrating with Slack and Attio
Related blog posts
More how-to guides featuring Slack and Attio

Integrationsarrow_forwardSlack Integrationsarrow_forwardSlack + Attio Integrationsarrow_forward

How to automatically send Slack direct messages when a new Attio record is created

How to automatically send Slack direct messages when a new Attio record is created

Relay.app is an automation tool that lets you automate actions across Slack, Attio, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Slack “Send DM” action for each Attio “Record created” event.

Try it in Relay.app

Attio > Slack

Trigger

Last triggered

Record created

Send DM

1

Set the Attio trigger as “Record created”

Add the Attio trigger to initiate your playbook's actions when a new record is created.

To do this, click "Add trigger" in your playbook. Select the "Record created" trigger option from the dropdown menu under Attio. It will enable your playbook to automatically identify newly created records and trigger necessary actions.

If you still need to connect your Attio account to Relay.app, a prompt will guide you through the connection process.

2

Add the “Send DM” step in Slack

Integrate Slack automation into your playbook to ensure that you receive timely updates when a new Attio record is created.

Select "Add Step" and then find the "Send DM" automation for Slack. Enter all the required details, including the receiver's name, and the message body containing detailed information.

If you still need to connect your Slack account to Relay.app, you will be prompted to complete that connection. Ensure that you allow the necessary permissions for Relay.app to send direct messages through your Slack account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send Slack direct messages when a new Attio record is created without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

Learn more about

See all appsarrow_forward

See all blog posts ➔

The Best Form Automation Software in 2024

Looking to streamline your workflow and reduce your workload? Form automation software transforms tedious manual processes into streamlined, automatic workflows, saving time and reducing errors

How to Build an Automated CRM System in Notion

Learn to leverage Notion's flexibility for improved lead tracking, team collaboration, and actionable insights, all in one intuitive platform.

Jacob Bank

How to Automate Coda

This article covers everything you need to know about Coda automation—from setting them up natively to buying "packs" or connecting with a third-party workflow tool like Relay.app.

8 Ways to Automate Slack

Make Slack real hub of your workspace with these handy workflow automations.

The Complete Guide to Workflow Automation Software [2024]

Transform your team's productivity. Discover how workflow automation can help you streamline tasks, save time, and focus on what truly matters.

More how-to guides featuring Slack and Attio

See all how-to guides ➔

Automate sending Slack direct messages when an Attio list status changes

Do you ever feel like you need to catch up on important updates and need help to stay on top of things? With Relay.app, you can wave goodbye to those days of confusion and inefficiency. Our powerful integration with Attio and Slack delivers instant notifications to your fingertips whenever a lead progresses through the pipeline; a task gets completed, or a client status updates. By streamlining communication and reducing response times, Relay.app empowers you to create a proactive decision-making culture that will drive your team's productivity and success. Thanks to timely direct messages straight to your Slack workspace, you'll never be caught off guard again. So why wait? Sign up for Relay.app today and experience the difference that instant notifications can make. With our easy four-step setup guide, you'll be ready to revolutionize your work quickly. Get ready to take your productivity to the next level with Relay.app!

Automatically send Slack messages to a channel when an Attio record status changes

In customer relationship management and data organization, staying updated on record changes is key to effective collaboration and decision-making. However, keeping track of these changes manually can take time and effort. That's where Relay.app comes in, providing a seamless integration between Attio and Slack, so you can receive real-time notifications whenever a record's status changes. With Relay.app, you'll never miss an update again! Notifications are instantly sent to your team in Slack, streamlining team communication and ensuring everyone is promptly notified of changes. This fosters a culture of transparency and collaboration, empowering your team to work together more effectively. So, what are you waiting for? Sign up for Relay.app today and experience the difference that real-time notifications can make in driving success and productivity. In this guide, we’ll show you how to set this integration up in four easy steps.

Automatically send Slack messages to a channel when a new Attio record is created

Effective communication is essential for success in today's fast-paced business landscape. However, keeping your team informed across different platforms can take time and effort. Relay.app is here to help. It bridges the gap between Attio and Slack, ensuring your team stays informed with every new record. With Relay.app, you can set up a Relay playbook that sends a Slack message each time a new record appears in Attio. You don't have to check for updates or risk missing notifications manually. Relay.app empowers you to communicate seamlessly between Attio and Slack, enabling your team to collaborate more efficiently. This streamlined integration means your team can easily discuss updates, share insights, and make decisions in real-time. Whether it's a new lead, project milestone, or customer interaction, Relay.app ensures that everyone is notified promptly and ready to take action. So. don't let communication barriers hinder your team's success. Sign up for Relay.app today and experience the difference. In this guide, we'll show you how to set up this integration in four easy steps.

Automatically send Slack messages to a channel when new records are added to a list in Attio

Effective communication is crucial for the success of any team. However, it can be challenging to keep everyone informed, mainly when information is scattered across different platforms. That's why Relay.app is here to help! Relay.app connects Attio and Slack to streamline your team's collaboration. Whenever a new record is added to an Attio list, the Relay.app sends a message to Slack, ensuring that everyone is updated in real time. This integration saves time and effort while promoting transparency and accountability. By using Relay.app, your team can work more efficiently, switching seamlessly between Attio and Slack, sharing updates and insights, and making confident decisions. So, if you want to enhance your team's communication and productivity, follow these four simple steps to set up this integration. Give Relay.app a shot - it's a game-changer!

Automatically send Slack direct messages when records are added to an Attio list

Are you tired of missed opportunities or delayed responses due to poor communication and slow updates? Well, we have some exciting news for you! Meet Relay.app – the ultimate solution seamlessly integrates Attio and Slack to empower your team with real-time notifications, making collaboration and communication a breeze. With Relay.app, you can rest easy knowing that every time a new record is added to your designated list in Attio, your team members in Slack will receive automatic direct messages, ensuring prompt updates and real-time collaboration. This game-changing feature means your team can seamlessly transition between Attio and Slack, discussing updates, sharing insights, and confidently making decisions. Don't let communication barriers hinder your team's success. Embrace the power of Relay.app and revolutionize how your team collaborates. It only takes four easy steps to set up this integration, and we'll guide you through it in this handy guide. So, what are you waiting for? Sign up for Relay.app today and experience the difference that real-time notifications can make in driving productivity and success!

Automatically send Slack messages to a channel when Attio status changes

Effective team collaboration requires staying informed about important updates. However, notifying everyone when critical changes occur in your data management system can take time and effort. That's where Relay.app comes in. It's a solution that connects Attio and Slack to ensure your team stays informed automatically with every status change in an Attio list. Relay.app makes it easy to keep your team informed by sending Slack messages whenever a record changes status in an Attio list. This automation reduces delays, improves communication, and fosters collaboration within your team. Everyone is promptly notified of significant changes and can respond accordingly. Don't miss important updates. Sign up for Relay.app today and experience the difference that automated notifications can make in driving productivity and success. This guide will show you how to set up this integration in four easy steps.

Automatically send Slack direct messages when a record's status changes in Attio

Are you tired of missing important updates and struggling to keep your team informed? In today's fast-paced world, staying ahead of the curve is crucial to success, but it can be challenging with information scattered across different platforms. That's where Relay.app comes in - the ultimate solution that seamlessly integrates Attio with Slack, providing automatic notifications to your team's Slack DMs every time a record's status updates. Imagine this: With Relay.app, you'll never miss an update again! Each time a record's status changes in Attio, your team will receive instant notifications in their Slack DMs, informing everyone in real-time. You'll have seamless communication and collaboration between Attio and Slack, making it effortless to discuss updates, share insights, and confidently make decisions. Keep important updates from slipping through the cracks. Sign up for Relay.app today and experience the power of real-time updates. In this guide, we'll show you how to set up this integration in just four easy steps.

What will you automate?

Sign up and get started with your first Relay.app playbook today.

Try Relay.app for free

Background image