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Automate Attio for free on Stepper

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Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.

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Triggers available for Attio on Stepper

List Entry Created

Triggers when a record, such as a person, company or deal, is added to a list.

  • 1 parameters

List Entry Deleted

Triggers when a record is removed from a list.

  • 1 parameters

List Entry Updated

Triggers when an attribute on a list entry is updated.

  • 1 parameters

Record Created

Triggers when a record, such as a person, company or deal, is created.

  • 1 parameters

Record Deleted

Triggers when a record, such as a person, company or deal, is deleted.

  • 1 parameters

Record Updated

Triggers when values on a record, such as a person, company or deal, are updated.

  • 1 parameters

Task Created

Triggers when a task is created.

Actions available for Attio on Stepper

Find List Entry

Finds an entry in a list by list attributes. This will return the entry and its parent record data if 1 or more matches exist. If no matches are found, this will return an empty array.

  • 1 parameters

Find Record

Finds a record by unique attributes.

  • 1 parameters

Create or Update List Entry by Parent Record

Creates or updates a list entry by parent record. If an entry for the parent record already exists, it will be updated. Otherwise, it will be created. If multiple entries for the record exist in the list, an error will occur.

  • 3 parameters

Create or Update Record

Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.

  • 3 parameters

Create List Entry

Add a record to a specified list and set values for the new entry.

  • 3 parameters

Create Note

Creates a new note on a given record.

  • 6 parameters

Create Record

Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.

  • 2 parameters

Create Storage Location

Connects a folder from a file provider (eg. Dropbox) to a record.

  • 5 parameters

Create Task

Creates a new task.

  • 3 parameters

Delete List Entry

Deletes an existing entry from a specified list.

  • 2 parameters

Update List Entry

Updates values on an existing entry in a specified list.

  • 3 parameters

Update Record

Update values on a person, company or other record.

  • 3 parameters

Update Task

Updates an existing task.

  • 4 parameters

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.