Attio

Create, list, and update records in Attio's relationship-driven CRM.

CRM and salesAPI key8 actionsAll integrations

On this page

Connect
Call it from a workflow
Actions (8)
create_record
update_record
create_entry
create_note
custom_api_call
find_list_entry
find_record
update_entry
Details

Connect

Auth type: API key (secret_text). Paste the API key (or token) from the provider's settings into the connect dialog. It is encrypted at rest and only decrypted on the server when an action runs.

In the editor: Backend panel, Integrations tab, then Connect. This connects it for the project.
For every project in a workspace: Workspace settings, Integrations.
Owners and admins choose which integrations members may connect in the admin panel (Integrations tab), and can attach their own OAuth app there.

Call it from a workflow

Pass the action name and its input. The call resolves with { success, output, error? }; a missing connection resolves with success false and the reason. See ctx.integrations.invoke and ctx.integrations.call.

Native 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 });
}

defineWorkflow module

// defineWorkflow module (@app/sdk ctx)
import { defineWorkflow } from "@app/sdk";

export default defineWorkflow({
  id: "attio-create-record",
  name: "Attio: Create Record",
  description: "Calls Attio when a row is created.",
  trigger: { type: "entity_event", entity: "tickets", event: "created" },
  async run(ctx, event) {
    const res = await ctx.integrations.call("attio", {
      "action": "create_record",
      "objectTypeId": "<objectTypeId>"
    }) as { success: boolean; error?: string };
    if (!res.success) throw new Error(res.error);
  },
});

From an app (connector proxy)

curl -X POST "$APP_ORIGIN/__appbricx/connector-proxy/attio/create_record" \
  -H "Authorization: Bearer $APP_KEY" \
  -H "content-type: application/json" \
  -d '{"props":{"objectTypeId":"<objectTypeId>"}}'

Actions

create_recordin catalog

Create Record. Creates a new record such as peron,company or deal.

Input	Type	Description
`objectTypeId`required	id (picked from your account)	Object
`attributes`optional	object (depends on other props)	Object Attributes

update_recordin catalog

Update Record. Update an existing record with new attribute values.

Input	Type	Description
`objectTypeId`required	id (picked from your account)	Object
`recordId`required	text	The unique identifier of the record to update.
`attributes`optional	object (depends on other props)	Object Attributes

create_entry

Create List Entry. Add a record to a specified list.

Input	Type	Description
`listId`required	id (picked from your account)	List
`parentObjectId`required	id (picked from your account)	Parent Object
`parentRecordId`required	text	Parent Record ID
`attributes`optional	object (depends on other props)	List Attributes

create_note

Create Note. Creates a new note on a record.

Input	Type	Description
`parentObject`required	id (picked from your account)	The object type the record belongs to (e.g. person, company).
`parentRecordId`required	text	The ID of the record to attach this note to.
`title`required	text	The plaintext title of the note.
`format`required	one of "plaintext" \| "markdown"	How the note content should be interpreted.
`content`required	long text	The body of the note.

custom_api_call

Custom API Call. Make a custom API call to a specific endpoint

Input	Type	Description
`url`required	object (depends on other props)	url
`method`required	one of "GET" \| "POST" \| "PATCH" \| "PUT" \| "DELETE" \| "HEAD"	Method
`headers`required	object	Authorization headers are injected automatically from your connection.
`queryParams`required	object	Query Parameters
`body_type`optional	one of "none" \| "json" \| "form_data" \| "raw"	Body Type
`body`optional	object (depends on other props)	Body
`response_is_binary`optional	boolean	Enable for files like PDFs, images, etc.
`failsafe`optional	boolean	No Error on Failure
`timeout`optional	number	Timeout (in seconds)
`followRedirects`optional	boolean	Follow redirects

find_list_entry

Find List Entry. Search for entries in a specific list in Attio using filters and return matching results.

Input	Type	Description
`listId`required	id (picked from your account)	List
`attributes`optional	object (depends on other props)	List Attributes

find_record

Find Record. Search for records in Attio using filters and return matching results.

Input	Type	Description
`objectTypeId`required	id (picked from your account)	Object
`attributes`optional	object (depends on other props)	Object Attributes

update_entry

Update List Entry. Update the attributes of an existing entry in a list.

Input	Type	Description
`listId`required	id (picked from your account)	List
`entryId`required	text	The unique identifier of the entry to update.
`attributes`optional	object (depends on other props)	List Attributes

Details

Id: attio
Category: CRM and sales
Tags: crm, contacts, relationships, data
Package: @activepieces/piece-attio@0.1.7
Tier: Community