Context

Customers want to receive Slack notifications from Unify for various events like website visits, champion movements, and other engagement signals. This requires connecting Unify to Slack and configuring notification plays.

Answer

To set up Slack notifications in Unify, follow these steps:

1. Connect Slack Integration

1. Go to Settings > Integrations > Slack in the Unify application

2. Click the "Connect" button

3. You will be redirected to Slack's authorization page

4. Click "Allow" to complete the connection

2. Create a Slack Channel

Create a dedicated public Slack channel where you want to receive notifications. Make sure all team members who need to receive alerts are added to this channel.

Important: Unify can send notifications to public and private Slack channels, and direct messages (DMs) to specific users. To post to a private channel, make sure the Unify Slack app has been added to that channel first.

3. Configure Notification Play

1. Go to the Play Builder in Unify

2. Create a new play or edit an existing one

3. Add a Slack node to your play

4. Configure the Slack node to send notifications to your chosen public channel or as a DM to a specific user

5. If routing notifications to specific team members, use an if/else node to direct alerts based on account ownership or other criteria

6. Configure the play's frequency settings to control how often notifications fire for the same account or person:

   • Run once: Sends a notification only the first time a record meets the criteria (default)

   • Run every X days: Allows repeated notifications when the same record triggers the play again after the specified interval

   For example, if you want to be notified each time a target account visits your website (not just the first time), set the play to "run every 7 days" or your preferred interval.

Important Notes:

• Team members must be members of the Slack channel to receive notifications

• You can customize notification content in the Slack node, though AI snippets are not currently supported within Slack messages

• Notifications can be triggered by various events such as:

  • Website visits

  • Champion movements

  • New contacts added to audiences

  • Email engagement (opens and clicks)

• Slack alerts are event‑based and fire each time a visitor or account meets your play's trigger criteria, subject to the play's frequency settings (run once vs run every X days)

Company vs People-Level Triggers

When configuring your notification play, choose the appropriate scope based on your goals.

• Company-level notifications: alerts about account‑wide activity (e.g., any activity from a target company)

  • Create a company‑scoped audience

  • Set trigger to company‑level events

• People-level notifications: alerts about specific individuals (e.g., new hires, identified contacts)

  • Create a people‑scoped audience with person‑level filters

  • Set the play trigger to “Record enters an Audience → people”

Anonymous visits only reveal company-level information.

• Form submissions - visitors can be identified when they fill out a form, or even when they type a valid email address if autoIdentify is enabled

• Email interactions - clicking links from Unify sequences

• Product logins - authenticating to your product

People‑level audiences won’t trigger on anonymous website visits, even if you know someone from that company visited your site.

Email Engagement Notifications

To receive Slack alerts when prospects engage with your emails:

1. Create an Audience filtered by email engagement metrics (e.g., "opened ≥2 times in last 24 hours" or "clicked any link")

2. Set up a Play with the trigger "Record enters an Audience"

3. Add a Slack node to send notifications to your chosen channel

Note: Open tracking relies on pixels and can over-count due to email client auto‑opens. Click tracking provides a stronger signal of genuine engagement. Consider triggering on clicks or a combination like "opened 2+ times OR clicked" for more reliable notifications.

Recommendation

For website visit notifications, use company‑level triggers unless you specifically need alerts only when identified individuals visit your site.