Send a notification to Google Chat when a record is created in Attio

■Overview

Do you manage customer information and other data in Attio, but find it time-consuming to manually share every new record with the relevant team members? You may also be concerned about missing notifications. With this workflow, you can automatically send a notification to a specified Google Chat space whenever a new record is added to Attio. This enables fast and accurate information sharing with everyone involved.

■Who should use this template

• Teams looking to connect Attio and Google Chat to speed up information sharing
• Team leaders who want to prevent missed or delayed communications caused by manual notifications
• Teams that want everyone to quickly stay up to date on new customer information and leads

■Benefits of using this template

• Notifications are automatically sent to Google Chat whenever a record is added to Attio, reducing the time spent on manual communications.
• Automated notifications help prevent human errors such as missed communications and delayed sharing, ensuring reliable information sharing.

■Workflow steps

1. First, connect Attio and Google Chat to Yoom.
2. Next, select Attio as the trigger and set the “When a new record is created” action.
3. Finally, select Google Chat as the operation, set the “Send a message” action, and create the notification content.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization options

• In the Google Chat “Send a message” action, specify the space where you want to send notifications and the users you want to mention.
• Embed record information retrieved from the Attio trigger, such as the company name and contact name, as variables in the notification message to share more specific details.

■Notes

• Connect both Google Chat and Attio to Yoom.
• Google Chat can only be connected when using Google Workspace. For details, see this article.