Attio

Attio

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

CRM4 triggers7 actions

Triggers

(4)

Record Created

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

Record Updated

Triggers when an existing record is updated (people, companies, deals, etc.).

List Entry Created

Triggers when a new entry is added.

List Entry Updated

Triggers when an existing entry is updated.

Actions

(7)

Create Record

Creates a new record such as peron,company or deal.

Update Record

Update an existing record with new attribute values.

Find Record

Search for records in Attio using filters and return matching results.

Create List Entry

Add a record to a specified list.

Update List Entry

Update the attributes of an existing entry in a list.

Find List Entry

Search for entries in a specific list in Attio using filters and return matching results.

Custom API Call

Make a custom API call to a specific endpoint

Example automation

Trigger

Event received

from Attio

Action

Create Module Record

in Coherence

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