Attio and Salesflare
How to connect Attio
- Via Zapier — 21 operations available. Set it up ↗
- Via Make — 20 modules available. Set it up ↗
What you can automate
- When task Created in Attio, create task in Salesflare.
- When new Task in Salesflare, create Task in Attio.
About Attio
Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Attio operations on Zapier
Triggers (8)
Start a workflow when this happens
- Call Recording Created — Triggers when a call recording finishes uploading in Attio. The video link expires one hour after the trigger fires.
- List Entry Created — Triggers when a record, such as a person, company or deal, is added to a list.
- List Entry Deleted — Triggers when a record is removed a list.
- List Entry Updated — Triggers when an attribute on a list entry is updated.
- Record Created — Triggers when a record, such as a person, company or deal, is created.
Show 3 more triggers
- Record Deleted — Triggers when a record, such as a person, company or deal, is deleted.
- Record Updated — Triggers when values on a record, such as a person, company or deal, are updated.
- Task Created — Triggers when a task is created.
Actions (11)
Things Salesflare can make it do
- Create List Entry — Add a record to a specified list and set values for the new entry.
- Create Note — Creates a new note on a given record.
- Create Record — Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
- Create Storage Location — Connects a folder from a file provider (eg. Dropbox) to a record.
- Create Task — Creates a new task.
Show 6 more actions
- 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.
- 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.
- Delete List Entry — Deletes an existing entry from a specified list.
- Update List Entry — Updates values on an existing entry in a specified list.
- Update Record — Update values on a person, company or other record.
- Update Task — Updates an existing task.
Searches (2)
Look up existing records
- Find List Entries — Finds entries in a list by list attributes. This will return the entries and their parent record data if 1 or more matches exist. If no matches are found, this will return an empty array.
- Find Records — Finds records using one or more attributes.
Attio operations on Make
Triggers (1)
Start a workflow when this happens
- Watch Entries — Triggers when an entry is created, updated or deleted, optionally filtered by the selected list.
Actions (16)
Things Salesflare can make it do
- Archive an Attribute — Archives an attribute by its ID.
- Create a List — Creates a new list.
- Create a Selectable Option — Creates a new selectable option.
- Create an Attribute — Creates a new attribute for the object or the list.
- Create an Entry — Creates a new entry.
Show 11 more actions
- Create or Update a Company — Creates a new company or updates an existing company if a company with the same attribute already exists.
- Create or Update a Person — Creates a new person or updates an existing person if a person with the same attribute already exists.
- Delete an Entry — Deletes an entry by its ID.
- Get a Company — Retrieves the details of a company by its ID.
- Get a Person — Retrieves the details of a person by its ID.
- Get an Entry — Retrieves the details of an entry by its ID.
- Make an API Call — Performs an arbitrary authorized API call.
- Update a List — Updates a list by its ID.
- Update a Selectable Option — Updates a selectable option by its ID.
- Update an Attribute — Updates an attribute by its ID.
- Update an Entry — Updates an entry by its ID.
Searches (3)
Look up existing records
- List Lists — Retrieves a list of all lists.
- Search Entries — Retrieves a list of entries filtered by criteria.
- Search Users — Retrieves a list of users filtered by criteria.
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