AC
feat: Adding Attio Piece
activepieces/activepieces#7669

What does this PR do?

Attio is a modern, collaborative CRM platform built to be fully customizable and real-time, helping teams manage relationships, workflows, and data with ease. It combines powerful automation with flexibility, enabling users to build their own CRM around unique workflows.

Explain How the Feature Works

This integration allows automation builders and AI agents to connect Attio with other tools to automate contact management, task creation, note logging, and list organization.

Demo Video

Link

The integration supports:

  • Trigger-based automation (on data creation or updates)
  • Write operations to log or update data
  • Search capabilities for data retrieval

⚡ Triggers

Trigger Description
List Entry Created Automatically adds new CRM leads to an email marketing campaign upon creation.
List Entry Updated Syncs contact updates from Attio to platforms like Google Contacts.
Record Created Notifies the sales team via Slack when a new person is added to Attio.
Record Updated Initiates due diligence workflows for every updated registered organization.

🛠️ Write Actions

Action Item Description
Create Entry Logs support tickets received via email into a customer service list for tracking.
Update Entry Updates respondents’ status fields based on sentiment analysis of feedback forms.
Create Record Adds new records (person, company, or deal) to Attio.
Update Record Modifies existing record details in Attio.

🔍 Search Actions

Action Item Description
Find Record Retrieves a record from Attio using unique attributes.
Find List Entry Locates a specific list entry within Attio based on defined search criteria.

Relevant User Scenarios

  • Automating marketing outreach when new leads are added.
  • Keeping third-party contact systems (e.g., Google Contacts) in sync with Attio.
  • Logging support tickets and task updates from external tools into Attio automatically.
  • Enhancing sales operations with real-time Slack notifications.
  • Streamlining compliance or due diligence workflows through triggered updates.

Fixes #7668 /claim #7668

Claim

Total prize pool $100
Total paid $100
Status Approved
Submitted May 10, 2025
Last updated May 10, 2025

Contributors

AN

Ankit Kumar Sharma

@AnkitSharmaOnGithub

100%

Sponsors

AC

Activepieces (YC S22)

@activepieces

$100 paid