[ Sales and CRM ]
Attio integration for your workflows.
Connect Attio to Collabase once and use 15 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.
Attio in Collabase
Connect Attio to Collabase once and use 15 actions and 5 triggers in your workflows. No code needed, hosted in Switzerland.
[ About the service ]
Modern, collaborative CRM platform built to be fully customizable and real-time.
How to connect it
- Open the integrations in the workspace settings.
- Choose Attio and connect your account.
- Add a trigger or an action to the workflow.
- Login to your Attio account at https://app.attio.com.
- From the dropdown beside your workspace name, click Workspace settings.
- Click the Developers tab.
- Click on the "New Access Token" button.
- Set the appropriate Scopes for the integration.
- Copy the generated Access Token.
Attio triggers
| Name | Description | Fields |
|---|---|---|
| Record CreatedInstant via webhook | Triggers when a new record such as person,company or deal is created. |
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| Record UpdatedInstant via webhook | Triggers when an existing record is updated (people, companies, deals, etc.). |
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| List Entry CreatedInstant via webhook | Triggers when a new entry is added. |
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| List Entry UpdatedInstant via webhook | Triggers when an existing entry is updated. |
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| Call Recording CreatedInstant via webhook | Triggers when a call recording finishes and its media upload is complete. | 0 |
Attio actions
| Name | Description | Fields |
|---|---|---|
| Create Record | Creates a new record such as peron,company or deal. |
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| Update Record | Update an existing record with new attribute values. |
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| Find Record | Search for records in Attio using filters and return matching results. |
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| Get Record | Retrieve a single record by ID and return its normalized attribute values. |
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| Create List Entry | Add a record to a specified list. |
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| Update List Entry | Update the attributes of an existing entry in a list. |
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| Find List Entry | Search for entries in a specific list in Attio using filters and return matching results. |
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| Create Note | Creates a new note on a record. |
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| Get Call Transcript | Fetches the full transcript for a given call recording. |
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| Create Task | Create a new task in Attio, optionally linked to a record and assigned to a member. |
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| List Tasks | List tasks with optional filters by linked record, assignee, or completion status. |
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| Get Task | Fetch a single task by its ID. |
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| Delete Task | Permanently delete a task by its ID. |
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| Update Task | Update an existing task in Attio. |
+ 1
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| Custom API Call | Make a custom API call to a specific endpoint |
+ 3
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[ Sales and CRM ]
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Questions about Attio
What can I automate with Attio in Collabase?
Attio brings 15 actions and 5 triggers, for example Create Record, Update Record, Find Record, Get Record and 11 more. You combine them in a workflow without code and mix them with every other integration.
How do I connect Attio to Collabase?
You open the integrations in the workspace settings, choose Attio and connect your account once, using an API key. After that all triggers and actions are available in the workflow.
Can Attio start a workflow?
Yes. Attio provides 5 triggers, for example Record Created, Record Updated, List Entry Created and 2 more. The workflow runs as soon as the event happens.
Does the Attio integration cost extra?
No. All integrations are included in every licence, in the Isolated Cloud and in Self-Hosted operation. There is no module price.
Test it against your own content. A proof of concept is ready within days.
We set up an instance with your content and you test it against real workflows. In a first conversation we clarify scope, operating model and timing.