Integrations / CRM

Attio

Look up and search people, companies and other records, upsert records, add notes and tasks, and trigger workflows from Attio events.

9 tools 18 trigger events

Tools

attio.search_records

Fuzzy search records by name, domain, email, phone or social handle across one or more objects, returning record IDs (UUIDs).

query*objects*limit

attio.query_records

List records of an object, optionally filtered and sorted with Attio's filter syntax, returning record IDs (UUIDs), links and attribute values.

object*filtersortslimitoffset

attio.get_record

Get a record with all its attribute values by object and record ID (a UUID).

object*record_id*

attio.list_notes

List notes, optionally only those on one record, with their note IDs (UUIDs), titles and plaintext content.

parent_objectparent_record_idlimit

attio.assert_record writes

Create a record, or update the one whose unique matching attribute has the same value, e.g. a person by email address or a company by domain.

object*matching_attribute*values*

attio.create_note writes

Add a note to a record.

parent_object*parent_record_id*title*content*format

attio.create_task writes

Create a task, optionally assigned to workspace members and linked to people and companies by email address or domain.

content*deadline_atlinked_recordsassignees

attio.api_get

Send a GET request to any Attio API path under https://api.attio.com and return the response. For endpoints the named tools don't cover.

path*params

attio.api_request writes

Send a POST, PUT, PATCH or DELETE request to any Attio API path under https://api.attio.com.

method*path*paramsbody

Tick Allow raw writes on the connection to add api_request, which can send POST, PUT, PATCH and DELETE requests to any Attio API path.

Connect

  1. In Attio, open Workspace settings → Developers and click New access token.
  2. Give it the scopes your workflows need: record_permission and object_configuration for records, note for notes and task for tasks.
  3. Paste the token on the connection.
  4. To trigger workflows, add a webhook under Workspace settings → Developers with the URL shown on the connection page, subscribe it to the events you need, and paste its webhook secret on the connection.

Credentials

Access token Webhook secret

Attio API docs

Triggers

In Attio, go to Workspace settings → Developers, add a webhook with this URL and the events your workflows use, and paste the webhook's secret on this connection.

Events

record.createdrecord.updatedrecord.deletedrecord.mergedlist-entry.createdlist-entry.updatedlist-entry.deletednote.creatednote.updatednote-content.updatednote.deletedtask.createdtask.updatedtask.deletedcomment.createdcomment.resolvedcall-recording.createdworkspace-member.created
 trigger
kind: attio
connection: attio
events: [record.created]
objects: [...]
lists: [...]
actors: [...]

Your next automation is one sentence away.

14-day free trial with $5 of built-in AI included. Cancel anytime.

Start free trial Talk to us