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Attio currently provides 5 triggers that can start a workflow and 14 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Record Created
Triggers when a new record such as person,company or deal is created.
Record Updated
Triggers when an existing record is updated (people, companies, deals, etc.).
List Entry Created
Triggers when a new entry is added.
List Entry Updated
Triggers when an existing entry is updated.
Call Recording Created
Triggers when a call recording finishes and its media upload is complete.
Create Record
Creates a new record such as peron,company or deal.
Update Record
Update an existing record with new attribute values.
Find Record
Search for records in Attio using filters and return matching results.
Create List Entry
Add a record to a specified list.
Update List Entry
Update the attributes of an existing entry in a list.
Find List Entry
Search for entries in a specific list in Attio using filters and return matching results.
Create Note
Creates a new note on a record.
Get Call Transcript
Fetches the full transcript for a given call recording.
Create Task
Create a new task in Attio, optionally linked to a record and assigned to a member.
List Tasks
List tasks with optional filters by linked record, assignee, or completion status.
Get Task
Fetch a single task by its ID.
Delete Task
Permanently delete a task by its ID.
Update Task
Update an existing task in Attio.
Custom API Call
Make a custom API call to a specific endpoint
These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.
Start from a supported Attio event, then create or update the appropriate CRM, project, or custom record with the source context preserved.
Starts with
Record Created
Finishes with
Create or update a Coherence record
Use a change in Coherence to run a supported Attio action, so the next step follows the record instead of relying on someone to copy it.
Starts with
A Coherence record or workflow changes
Finishes with
Create Record
Combine Attio with another integration and Coherence records to keep account, contact, and deal context attached to the work around it.
Starts with
Record Created
Finishes with
Create Record, then preserve the outcome in Coherence
The exact authentication fields depend on Attio. The workflow structure stays straightforward:
Authorize the Attio account and permissions the workflow needs.
Select one of the current triggers or actions listed above and map its fields.
Run a small test, inspect the result in both systems, and only then enable the workflow.
Explore apps that share a category with Attio or provide a complementary trigger or action.
Attio currently provides 5 triggers that can start a workflow and 14 actions a workflow can run. Use those building blocks to keep account, contact, and deal context attached to the work around it.
Attio currently lists 5 triggers and 14 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.
Yes. A workflow can combine supported Attio triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.
The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.
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