Attio

Attio is the AI-native CRM that builds, scales and grows your company to the next level.

Categories: CRM

Type: attio/v1

Connections

Version: 1

Access Token

Properties

Name	Label	Type	Description	Required
token	Access Token	STRING	`Can be found in Workspace Settings -> Developers -> Access tokens.`	true

Actions

Create Record

Name: createRecord

Creates a new record.

Properties

Name	Label	Type	Description	Required
record_type	Record Type	STRING	`Type of record that will be created.`	true
people	Person	OBJECT Properties {STRING(first_name), STRING(last_name), STRING(email_address), STRING(description), STRING(company), STRING(job_title), STRING(facebook), STRING(instagram), STRING(linkedin), [STRING($deal)](associated_deals), [STRING($user)](associated_users)}		true
companies	Company	OBJECT Properties {STRING(domains), STRING(name), STRING(description), STRING(facebook), STRING(instagram), STRING(linkedin), STRING(estimated_arr_usd), DATE(foundation_date), STRING(employee_range), [STRING($category)](categories), [STRING($deal)](associated_deals), [STRING($workspace)](associated_workspaces)}		true
users		OBJECT Properties {STRING(person), STRING(email_address), STRING(user_id), [STRING($workspace)](workspace)}		true
deals		OBJECT Properties {STRING(name), STRING(stage), STRING(owner), NUMBER(value), [STRING($people)](associated_people), STRING(associated_company)}		true
workspaces		OBJECT Properties {STRING(workspace_id), STRING(name), [STRING($user)](users), STRING(company), STRING(avatar_url)}		true

Example JSON Structure

{
  "label" : "Create Record",
  "name" : "createRecord",
  "parameters" : {
    "record_type" : "",
    "people" : {
      "first_name" : "",
      "last_name" : "",
      "email_address" : "",
      "description" : "",
      "company" : "",
      "job_title" : "",
      "facebook" : "",
      "instagram" : "",
      "linkedin" : "",
      "associated_deals" : [ "" ],
      "associated_users" : [ "" ]
    },
    "companies" : {
      "domains" : "",
      "name" : "",
      "description" : "",
      "facebook" : "",
      "instagram" : "",
      "linkedin" : "",
      "estimated_arr_usd" : "",
      "foundation_date" : "2021-01-01",
      "employee_range" : "",
      "categories" : [ "" ],
      "associated_deals" : [ "" ],
      "associated_workspaces" : [ "" ]
    },
    "users" : {
      "person" : "",
      "email_address" : "",
      "user_id" : "",
      "workspace" : [ "" ]
    },
    "deals" : {
      "name" : "",
      "stage" : "",
      "owner" : "",
      "value" : 0.0,
      "associated_people" : [ "" ],
      "associated_company" : ""
    },
    "workspaces" : {
      "workspace_id" : "",
      "name" : "",
      "users" : [ "" ],
      "company" : "",
      "avatar_url" : ""
    }
  },
  "type" : "attio/v1/createRecord"
}

Output

The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.

Create Task

Name: createTask

Creates a new task.

Properties

Name	Label	Type	Description	Required
content	Content	STRING	`Content of the task.`	true
deadline_at	Deadline	DATE_TIME	`Deadline of the task.`	true
is_completed	Is Completed	BOOLEAN Options true, false	`Weather the task completed.`	true
linked_records	Linked Records	ARRAY Items [{STRING(target_object), STRING(target_record_id)}]	`Records linked to the task.`	true
assignees	Assignees	ARRAY Items [STRING]	`Assignees of the task.`	false

Example JSON Structure

{
  "label" : "Create Task",
  "name" : "createTask",
  "parameters" : {
    "content" : "",
    "deadline_at" : "2021-01-01T00:00:00",
    "is_completed" : false,
    "linked_records" : [ {
      "target_object" : "",
      "target_record_id" : ""
    } ],
    "assignees" : [ "" ]
  },
  "type" : "attio/v1/createTask"
}

Output

Type: OBJECT

Properties

Name	Type	Description
data	OBJECT Properties {{STRING(workspace_id), STRING(task_id)}(id), STRING(content_plaintext), BOOLEAN(is_completed), STRING(deadline_at), [{STRING(target_object_id), STRING(target_record_id)}](linked_records), [{STRING(referenced_actor_type), STRING(referenced_actor_id)}](assignees), {STRING(type), STRING(id)}(created_by_actor), STRING(created_at)}

Output Example

{
  "data" : {
    "id" : {
      "workspace_id" : "",
      "task_id" : ""
    },
    "content_plaintext" : "",
    "is_completed" : false,
    "deadline_at" : "",
    "linked_records" : [ {
      "target_object_id" : "",
      "target_record_id" : ""
    } ],
    "assignees" : [ {
      "referenced_actor_type" : "",
      "referenced_actor_id" : ""
    } ],
    "created_by_actor" : {
      "type" : "",
      "id" : ""
    },
    "created_at" : ""
  }
}

Update Record

Name: updateRecord

Updates a record.

Properties

Name	Label	Type	Description	Required
record_type	Record Type	STRING	`Type of record that will be created.`	true
record_id	Record ID	STRING Depends On record_type	`ID of the record that will be updated.`	true
people	Person	OBJECT Properties {STRING(first_name), STRING(last_name), STRING(email_address), STRING(description), STRING(company), STRING(job_title), STRING(facebook), STRING(instagram), STRING(linkedin), [STRING($deal)](associated_deals), [STRING($user)](associated_users)}		true
companies	Company	OBJECT Properties {STRING(domains), STRING(name), STRING(description), STRING(facebook), STRING(instagram), STRING(linkedin), STRING(estimated_arr_usd), DATE(foundation_date), STRING(employee_range), [STRING($category)](categories), [STRING($deal)](associated_deals), [STRING($workspace)](associated_workspaces)}		true
users		OBJECT Properties {STRING(person), STRING(email_address), STRING(user_id), [STRING($workspace)](workspace)}		true
deals		OBJECT Properties {STRING(name), STRING(stage), STRING(owner), NUMBER(value), [STRING($people)](associated_people), STRING(associated_company)}		true
workspaces		OBJECT Properties {STRING(workspace_id), STRING(name), [STRING($user)](users), STRING(company), STRING(avatar_url)}		true

Example JSON Structure

{
  "label" : "Update Record",
  "name" : "updateRecord",
  "parameters" : {
    "record_type" : "",
    "record_id" : "",
    "people" : {
      "first_name" : "",
      "last_name" : "",
      "email_address" : "",
      "description" : "",
      "company" : "",
      "job_title" : "",
      "facebook" : "",
      "instagram" : "",
      "linkedin" : "",
      "associated_deals" : [ "" ],
      "associated_users" : [ "" ]
    },
    "companies" : {
      "domains" : "",
      "name" : "",
      "description" : "",
      "facebook" : "",
      "instagram" : "",
      "linkedin" : "",
      "estimated_arr_usd" : "",
      "foundation_date" : "2021-01-01",
      "employee_range" : "",
      "categories" : [ "" ],
      "associated_deals" : [ "" ],
      "associated_workspaces" : [ "" ]
    },
    "users" : {
      "person" : "",
      "email_address" : "",
      "user_id" : "",
      "workspace" : [ "" ]
    },
    "deals" : {
      "name" : "",
      "stage" : "",
      "owner" : "",
      "value" : 0.0,
      "associated_people" : [ "" ],
      "associated_company" : ""
    },
    "workspaces" : {
      "workspace_id" : "",
      "name" : "",
      "users" : [ "" ],
      "company" : "",
      "avatar_url" : ""
    }
  },
  "type" : "attio/v1/updateRecord"
}

Output

The output for this action is dynamic and may vary depending on the input parameters. To determine the exact structure of the output, you need to execute the action.

Triggers

Record Created

Name: recordCreated

Triggers when new record is created.

Type: DYNAMIC_WEBHOOK

Output

Type: OBJECT

Properties

Name	Type	Description
event_type	STRING	Type of an event that triggers the trigger.
id	OBJECT Properties {STRING(workspace_id), STRING(task_id)}
actor	OBJECT Properties {STRING(type), STRING(id)}

JSON Example

{
  "label" : "Record Created",
  "name" : "recordCreated",
  "type" : "attio/v1/recordCreated"
}

Task Created

Name: taskCreated

Triggers when new task is created.

Type: DYNAMIC_WEBHOOK

Output

Type: OBJECT

Properties

Name	Type	Description
event_type	STRING	Type of an event that triggers the trigger.
id	OBJECT Properties {STRING(workspace_id), STRING(task_id)}
actor	OBJECT Properties {STRING(type), STRING(id)}

JSON Example

{
  "label" : "Task Created",
  "name" : "taskCreated",
  "type" : "attio/v1/taskCreated"
}

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