Attio integration

Modern, collaborative CRM platform built to be fully customizable and real-time.

Sales and CRM5 triggers · 15 actions

Build it by describing it

Type a sentence like this and the copilot builds, validates and simulates the workflow.

When “Record Created” happens in Attio, check the details with AI, then “Create Record” and tell my team in Slack.

Start a workflow when this happens

WHEN
Record Created
Triggers when a new record such as person,company or deal is created.
WHEN
Record Updated
Triggers when an existing record is updated (people, companies, deals, etc.).
WHEN
List Entry Created
Triggers when a new entry is added.
WHEN
List Entry Updated
Triggers when an existing entry is updated.
WHEN
Call Recording Created
Triggers when a call recording finishes and its media upload is complete.

Then Calibra can do this for you

DO
Create Record
Creates a new record such as peron,company or deal.
DO
Update Record
Update an existing record with new attribute values.
DO
Find Record
Search for records in Attio using filters and return matching results.
DO
Get Record
Retrieve a single record by ID and return its normalized attribute values.
DO
Create List Entry
Add a record to a specified list.
DO
Update List Entry
Update the attributes of an existing entry in a list.
DO
Find List Entry
Search for entries in a specific list in Attio using filters and return matching results.
DO
Create Note
Creates a new note on a record.
DO
Get Call Transcript
Fetches the full transcript for a given call recording.
DO
Create Task
Create a new task in Attio, optionally linked to a record and assigned to a member.
DO
List Tasks
List tasks with optional filters by linked record, assignee, or completion status.
DO
Get Task
Fetch a single task by its ID.
DO
Delete Task
Permanently delete a task by its ID.
DO
Update Task
Update an existing task in Attio.
DO
Custom API Call
Make a custom API call to a specific endpoint.