Attio integration
Customer relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs.
What your agents can do with Attio
16 pre-built Attio tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.
Actions (6)
Update Person
Update an existing person.
Delete List Entry
Deletes an existing entry from a specific list.
Create or Update Record
Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created.
Create Task
Creates a new task.
Create Person
Creates a new person.
Create Note
Creates a new note for a given record. The note will be linked to the specified record.
Triggers (10)
Record Updated (Instant)
Emit new event when values on a record, such as person, company or deal, are updated.
Object Attribute Updated (Instant)
Emit new event when an object attribute is updated (e.g. when renaming the "Rating" attribute to "Score" on the company object).
Note Updated (Instant)
Emit new event when the title of a note is modified. Body updates do not currently trigger webhooks.
New Record Created (Instant)
Emit new event when new record, such as person, company or deal gets created.
New Object Attribute (Instant)
Emit new event when an object attribute is created (e.g. when defining a new attribute "Rating" on the company object).
New Note (Instant)
Emit new event when a new note is created.
New List Entry (Instant)
Emit new event when a record, such as person, company, or deal, is added to a list.
New Activity Created (Instant)
Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.
List Entry Updated (Instant)
Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner").
List Entry Deleted (Instant)
Emit new event when a list entry is deleted (i.e. when a record is removed from a list).
Set up Attio in Relevance AI
Do this once. Every agent in your workspace can then use the connection.
Create a Relevance AI account
Sign in, or create a free account. You do not need to be a developer to set this up.
Connect your Attio account
In Relevance AI, open Integrations and add Attio. You will be sent to Attio to sign in and approve access, and the connection is stored against your workspace.
Use Attio in an agent
Create a tool, add a Attio tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.
Put Attio to work in your agents
Connect Attio alongside 1,800+ other integrations and let your agents run the busywork.