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  1. Home
  2. Integrations
  3. CRM and sales
  4. Attio

Attio

Create, list, and update records in Attio's relationship-driven CRM. In Appbricx, your workflows and server functions call it by name once it is connected.

Connect AttioFull reference

What you can do

8 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.

  • Create Recordcreate_record
    Creates a new record such as peron,company or deal.
  • Update Recordupdate_record
    Update an existing record with new attribute values.
  • Create List Entrycreate_entry
    Add a record to a specified list.
  • Create Notecreate_note
    Creates a new note on a record.
  • Find List Entryfind_list_entry
    Search for entries in a specific list in Attio using filters and return matching results.
  • Find Recordfind_record
    Search for records in Attio using filters and return matching results.
  • Update List Entryupdate_entry
    Update the attributes of an existing entry in a list.
  • Custom API Callcustom_api_call
    Make a custom API call to a specific endpoint

Set it up

About two minutes, once per project or once for the whole workspace.

  1. Open Integrations in the builder

    Backend panel, Integrations tab, then Attio. To connect it for every project, use Workspace settings, Integrations.

  2. Add your credentials

    An API key (or token) from your Attio account, pasted once. It is stored encrypted and only read on the server when an action runs.

    • API key From Attio's settings
  3. Call an action

    From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.

    Workflow
    // .workflow.js (native ctx)
    export async function run(ctx) {
      const res = await ctx.integrations.invoke("attio", "create_record", {
        "objectTypeId": "<objectTypeId>"
      });
      if (!res.success) throw new Error(res.error);
      ctx.log.info("Attio answered", { output: res.output });
    }

More in CRM and sales

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  • Close
  • All of CRM and sales
Category
CRM and sales
Sign-in
API key
Actions
8
Integration id
attio
Maintained
Community package
Package
@activepieces/piece-attio@0.1.7
Docs
Actions, inputs and examples

Attio and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.

Connect Attio once. Every workflow can use it.

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