Attio
Modern, collaborative CRM platform built to be fully customizable and real-time.
Triggers
(5)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.
Actions
(14)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
Example automation
Trigger
Event received
from Attio
Action
Create Module Record
in Coherence
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