Attio

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Manage customer records, deals, and pipeline in your Attio CRM.

Query Records

List records on any object, with filters and sorting

Action

Create Record

Create a record on any object: a person, company, deal, or custom object

Action

Get Record

Retrieve a single record by id

Action

Update Record

Update attribute values on an existing record

Action

Delete Record

Delete a record

Action

Upsert Record

Create or update a record by matching on an attribute such as domain or email

Action

List Lists

List all lists (pipelines and segments), with access level and parent object

Action

Create List

Create a list (pipeline or segment)

Action

Get List

Retrieve a list's metadata

Action

Update List

Update a list's name or access level

Action

Query List Entries

List entries in a list, with filters and sorting, e.g. by pipeline stage

Action

Create List Entry

Add a record to a list and set its initial values, e.g. a starting stage

Action

Get List Entry

Retrieve a single list entry

Action

Update List Entry

Update a list entry's values, e.g. move a deal to a new pipeline stage

Action

Delete List Entry

Remove a record from a list

Action

Upsert List Entry

Create or update a list entry by matching on a per-entry attribute

Action

List Notes

List notes, optionally filtered to a single record

Action

Create Note

Attach a note with a title and markdown body to a record

Action

Get Note

Retrieve a single note by id

Action

Delete Note

Delete a note

Action

List Tasks

List tasks, filterable by linked record, assignee, and completion state

Action

Create Task

Create a follow-up task linked to a person, company, or deal record

Action

Get Task

Retrieve a single task by id

Action

Update Task

Update a task, e.g. mark it complete or change its deadline or assignee

Action

Delete Task

Delete a task

Action

List Webhooks

List registered trigger subscriptions and their delivery status

Action

Create Webhook Subscription

Register a trigger subscription for a target URL and a set of changes to fire on

Action

Get Webhook

Retrieve a single trigger subscription

Action

Update Webhook Subscription

Update a trigger subscription's target URL or the changes it fires on

Action

Delete Webhook Subscription

Delete a trigger subscription

Action

Record Created

Fires when a record is created: a person, company, deal, or custom object

Trigger

Record Updated

Fires when a record's attribute values change, e.g. a deal stage or a person's email

Trigger

Record Deleted

Fires when a record is deleted: a person, company, deal, or custom object

Trigger

List Entry Created

Fires when a record is added to a list, entering a pipeline

Trigger

List Entry Updated

Fires when a list entry's values change, e.g. a deal moves to a new pipeline stage

Trigger

List Entry Deleted

Fires when a record is removed from a list, leaving a pipeline

Trigger

Note Created

Fires when a note is created on a record

Trigger