Attio

Connect to Attio for flexible CRM automation with custom objects, lists, notes, and tasks.

Overview

Attio is a modern, data-driven CRM. The integration supports:

Objects - Custom and standard object schemas
Records - People, companies, and custom records
Notes - Notes attached to records
Tasks - Tasks with assignees and deadlines
Lists - Kanban boards and pipelines
Workspace - Team and member management

Prerequisites

Attio workspace
API access enabled
OAuth app or API key configured

Authentication

Attio uses OAuth 2.0 for authentication via Nango.

curl "http://localhost:3000/api/v1/connections/attio/auth-url" \
  -H "x-api-key: YOUR_API_KEY"

Available Actions

Object Actions

listObjects

List all objects (schema) in the workspace.

{
  "action": "attio.listObjects",
  "config": {}
}

getObject

Get object definition by slug.

{
  "action": "attio.getObject",
  "config": {
    "objectSlug": "people"
  }
}

Record Actions

getRecord

Get record by ID.

{
  "action": "attio.getRecord",
  "config": {
    "objectSlug": "companies",
    "recordId": "{{input.companyId}}"
  }
}

createRecord

Create a new record.

{
  "action": "attio.createRecord",
  "config": {
    "objectSlug": "custom_object",
    "data": {
      "values": {
        "name": [{ "value": "{{input.name}}" }],
        "email": [{ "email_address": "{{input.email}}" }]
      }
    },
    "matchingAttribute": "email"
  }
}

Note: Attio uses a values-based format where each attribute contains an array of value objects.

updateRecord

Update an existing record.

{
  "action": "attio.updateRecord",
  "config": {
    "objectSlug": "companies",
    "recordId": "{{input.companyId}}",
    "data": {
      "values": {
        "industry": [{ "value": "Technology" }],
        "employee_count": [{ "value": 150 }]
      }
    }
  }
}

deleteRecord

Delete a record.

{
  "action": "attio.deleteRecord",
  "config": {
    "objectSlug": "companies",
    "recordId": "{{input.companyId}}"
  }
}

listRecords

List records for an object with filters.

{
  "action": "attio.listRecords",
  "config": {
    "objectSlug": "people",
    "filter": {
      "email_addresses": { "$contains": "@company.com" }
    },
    "sorts": [
      { "attribute": "created_at", "direction": "desc" }
    ],
    "limit": 50,
    "offset": 0
  }
}

searchRecords

Search records using text query.

{
  "action": "attio.searchRecords",
  "config": {
    "objectSlug": "people",
    "query": "{{input.searchTerm}}"
  }
}

People Actions

getPerson

Get person by ID.

{
  "action": "attio.getPerson",
  "config": {
    "personId": "{{input.personId}}"
  }
}

createPerson

Create a new person with formatted data.

{
  "id": "create-person",
  "type": "action",
  "action": "attio.createPerson",
  "config": {
    "name": "{{input.firstName}} {{input.lastName}}",
    "emailAddresses": ["{{input.email}}"],
    "phoneNumbers": ["{{input.phone}}"],
    "jobTitle": "{{input.title}}",
    "description": "Created via workflow",
    "matchingAttribute": "email_addresses",
    "customAttributes": {
      "source": [{ "value": "workflow" }]
    }
  }
}

Parameters:

Field	Type	Description
`name`	string/object	Full name or `{first_name, last_name}`
`emailAddresses`	string/array	Email address(es)
`phoneNumbers`	string/array	Phone number(s)
`jobTitle`	string	Job title
`description`	string	Description
`matchingAttribute`	string	Attribute for deduplication
`customAttributes`	object	Custom attributes in Attio format

updatePerson

Update an existing person.

{
  "action": "attio.updatePerson",
  "config": {
    "personId": "{{input.personId}}",
    "jobTitle": "{{input.newTitle}}",
    "phoneNumbers": ["{{input.newPhone}}"]
  }
}

listPeople

List people with filters.

{
  "action": "attio.listPeople",
  "config": {
    "filter": {
      "job_title": { "$contains": "CEO" }
    },
    "limit": 100
  }
}

Company Actions

getCompany

Get company by ID.

{
  "action": "attio.getCompany",
  "config": {
    "companyId": "{{input.companyId}}"
  }
}

createCompany

Create a new company.

{
  "id": "create-company",
  "type": "action",
  "action": "attio.createCompany",
  "config": {
    "name": "{{input.companyName}}",
    "domains": ["{{input.domain}}"],
    "description": "{{input.description}}",
    "industry": "{{input.industry}}",
    "employeeCount": "{{input.employees}}",
    "matchingAttribute": "domains"
  }
}

updateCompany

Update an existing company.

{
  "action": "attio.updateCompany",
  "config": {
    "companyId": "{{input.companyId}}",
    "industry": "Technology",
    "employeeCount": 500
  }
}

listCompanies

List companies with filters.

{
  "action": "attio.listCompanies",
  "config": {
    "filter": {
      "industry": { "$eq": "Technology" }
    },
    "limit": 50
  }
}

Note Actions

createNote

Create a note on a record.

{
  "action": "attio.createNote",
  "config": {
    "parentObject": "people",
    "parentRecordId": "{{input.personId}}",
    "title": "Meeting Notes",
    "content": "Discussed {{input.topic}}. Next steps: {{input.nextSteps}}"
  }
}

getNote

Get note by ID.

{
  "action": "attio.getNote",
  "config": {
    "noteId": "{{input.noteId}}"
  }
}

listNotes

List notes for a record.

{
  "action": "attio.listNotes",
  "config": {
    "parentObject": "companies",
    "parentRecordId": "{{input.companyId}}",
    "limit": 20
  }
}

deleteNote

Delete a note.

{
  "action": "attio.deleteNote",
  "config": {
    "noteId": "{{input.noteId}}"
  }
}

Task Actions

createTask

Create a task.

{
  "id": "create-task",
  "type": "action",
  "action": "attio.createTask",
  "config": {
    "content": "Follow up with {{input.contactName}}",
    "deadline": "{{input.dueDate}}",
    "assignees": ["{{input.ownerId}}"],
    "linkedRecords": [
      {
        "target_object": "people",
        "target_record_id": "{{input.personId}}"
      }
    ]
  }
}

Parameters:

Field	Type	Description
`content`	string	Task description
`deadline`	string	ISO 8601 date or null
`assignees`	array	User/member IDs
`linkedRecords`	array	Records to link
`isCompleted`	boolean	Completion status

getTask

Get task by ID.

{
  "action": "attio.getTask",
  "config": {
    "taskId": "{{input.taskId}}"
  }
}

updateTask

Update a task.

{
  "action": "attio.updateTask",
  "config": {
    "taskId": "{{input.taskId}}",
    "isCompleted": true,
    "deadline": "{{input.newDeadline}}"
  }
}

Note: Attio's API only allows updating is_completed, deadline_at, linked_records, and assignees.

completeTask

Mark task as completed.

{
  "action": "attio.completeTask",
  "config": {
    "taskId": "{{input.taskId}}"
  }
}

listTasks

List tasks with filters.

{
  "action": "attio.listTasks",
  "config": {
    "linkedRecordId": "{{input.companyId}}",
    "isCompleted": false,
    "assigneeId": "{{input.userId}}",
    "limit": 50
  }
}

deleteTask

Delete a task.

{
  "action": "attio.deleteTask",
  "config": {
    "taskId": "{{input.taskId}}"
  }
}

List Actions

getList

Get list (pipeline/kanban) by ID.

{
  "action": "attio.getList",
  "config": {
    "listId": "{{input.listId}}"
  }
}

listLists

List all lists.

{
  "action": "attio.listLists",
  "config": {}
}

getListEntries

Get entries from a list.

{
  "action": "attio.getListEntries",
  "config": {
    "listId": "{{input.listId}}",
    "filter": {
      "stage": { "$eq": "qualified" }
    },
    "limit": 100
  }
}

addListEntry

Add record to a list.

{
  "action": "attio.addListEntry",
  "config": {
    "listId": "{{input.pipelineId}}",
    "parentObject": "companies",
    "parentRecordId": "{{input.companyId}}",
    "entryValues": {
      "stage": [{ "status": "new_lead" }],
      "deal_value": [{ "value": 50000 }]
    }
  }
}

updateListEntry

Update a list entry.

{
  "action": "attio.updateListEntry",
  "config": {
    "listId": "{{input.listId}}",
    "entryId": "{{input.entryId}}",
    "entryValues": {
      "stage": [{ "status": "qualified" }]
    }
  }
}

deleteListEntry

Remove entry from list.

{
  "action": "attio.deleteListEntry",
  "config": {
    "listId": "{{input.listId}}",
    "entryId": "{{input.entryId}}"
  }
}

Workspace Actions

getWorkspace

Get current workspace info.

{
  "action": "attio.getWorkspace",
  "config": {}
}

listWorkspaceMembers

List workspace members.

{
  "action": "attio.listWorkspaceMembers",
  "config": {}
}

Filter Operators

Operator	Description
`$eq`	Equal to
`$neq`	Not equal to
`$contains`	Contains text
`$not_contains`	Doesn't contain
`$gt`	Greater than
`$gte`	Greater than or equal
`$lt`	Less than
`$lte`	Less than or equal
`$is_empty`	Is empty
`$is_not_empty`	Is not empty
`$or`	OR condition
`$and`	AND condition

Example Workflow

Lead enrichment workflow:

{
  "name": "Enrich New Lead",
  "trigger": {
    "type": "webhook",
    "provider": "attio",
    "events": ["record.created"]
  },
  "steps": [
    {
      "id": "check-object",
      "type": "condition",
      "config": {
        "conditions": {
          "left": "{{input.data.object}}",
          "operator": "eq",
          "right": "people"
        },
        "then": ["get-company"],
        "else": []
      }
    },
    {
      "id": "get-company",
      "type": "action",
      "action": "attio.searchRecords",
      "config": {
        "objectSlug": "companies",
        "query": "{{input.data.record.values.email_addresses[0].domain}}"
      }
    },
    {
      "id": "link-to-company",
      "type": "condition",
      "config": {
        "conditions": {
          "left": "{{steps.get-company.output.data.length}}",
          "operator": "gt",
          "right": 0
        },
        "then": ["create-note"],
        "else": []
      }
    },
    {
      "id": "create-note",
      "type": "action",
      "action": "attio.createNote",
      "config": {
        "parentObject": "people",
        "parentRecordId": "{{input.data.record.id.record_id}}",
        "title": "Company Match Found",
        "content": "Matched to company: {{steps.get-company.output.data[0].values.name[0].value}}"
      }
    },
    {
      "id": "create-followup",
      "type": "action",
      "action": "attio.createTask",
      "config": {
        "content": "Review new lead from {{steps.get-company.output.data[0].values.name[0].value}}",
        "deadline": "{{now | dateAdd: 1, 'day'}}",
        "linkedRecords": [
          {
            "target_object": "people",
            "target_record_id": "{{input.data.record.id.record_id}}"
          }
        ]
      }
    }
  ]
}

Rate Limits

Limit	Value
API calls	10 requests/second
Bulk operations	100 records per request

Troubleshooting

Common Errors

Error	Cause	Solution
`objectSlug is required`	Missing object type	Specify the object slug
`recordId is required`	Missing record ID	Provide the record ID
`data is required`	Missing record data	Include data object
Invalid attribute format	Wrong value structure	Use Attio's values array format

Attribute Value Format

Attio uses a specific format for attribute values:

{
  "values": {
    "text_field": [{ "value": "text" }],
    "email_field": [{ "email_address": "email@example.com" }],
    "phone_field": [{ "phone_number": "+1234567890" }],
    "domain_field": [{ "domain": "example.com" }],
    "number_field": [{ "value": 123 }],
    "name_field": [{ "first_name": "John", "last_name": "Doe", "full_name": "John Doe" }]
  }
}

Attio

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