Attio

Upserts a list entry tied to a specific parent record — creating it fresh if absent or merging new field values into the existing one.

Upserts a top-level Attio record — people, companies, or any custom object — matching on a unique attribute and writing new values without creating duplicates.

Adds a new entry to any Attio list, such as a sales pipeline stage or customer success sequence, with the fields you specify.

Attaches a rich-text note to any Attio record — a person, company, or deal — preserving context exactly where your team looks for it.

Creates a net-new person, company, or custom-object record in Attio when you know no match exists and want a guaranteed insert.

Creates a named storage location object in Attio, used to organise and categorise where physical or digital assets are tracked.

Creates a task on any Attio record with a deadline, assignee, and description so follow-up actions stay attached to the right contact or company.

Permanently removes an entry from an Attio list, useful for cleaning disqualified deals, expired campaigns, or churned accounts from active pipelines.

Updates specific fields on an existing Attio list entry — stage, value, status, or any custom attribute — without touching the rest of the record.

Writes new values to one or more fields on an existing Attio person, company, or custom-object record while leaving unspecified fields untouched.

Marks an Attio task complete, reassigns it, changes its due date, or updates its description — keeping follow-up actions accurate as deals evolve.

Queries Attio list entries by filter criteria — stage, assignee, date range, or custom attributes — and returns the matching set for downstream action.

Searches Attio records by attribute filters — email, domain, custom field, or relationship — returning matched people, companies, or objects for enrichment or routing.

Retrieves the full field set for a single Attio record by ID — useful when downstream steps need complete relationship context before acting.

Retrieves a specific Attio task by ID, returning its status, due date, assignee, and linked record — useful for routing decisions and completion checks.

Fires the instant a new entry is added to any Attio list — pipeline stage, customer sequence, or custom object list.

Fires when an entry is removed from an Attio list, letting the agent react to disqualifications, churn events, or pipeline cleanups.

Fires whenever any field on a list entry changes — stage, value, assignee, or custom attribute — so the agent can react to progress or stalls in real time.

Fires whenever a new person, company, or custom-object record is created in Attio, letting the agent enrich and route it before anyone even opens the CRM.

Fires when a record is permanently removed from Attio, enabling the agent to cascade that deletion or flag it for audit before any dependent data becomes orphaned.

Fires when any field on an Attio person, company, or custom-object record is changed — the most frequent trigger for keeping downstream systems in sync.

Fires when any new task is created on an Attio record, so the agent can acknowledge, route, or enrich the task before the assignee sees it.