Integration · CRM
AI agents for Attio
Create or update people and other records, add notes, and list records with filters in an Attio workspace.
- Actions
- 4
- Read
- 1
- Write
- 3
Actions
What your agents can do in Attio
4 actions. Each one is a tool your agents can call and a step your workflows can run.
Read 1
Look things up. Nothing changes.
List records
Lists records of an object, optionally narrowed by an Attio filter such as {"email_addresses": "ada@example.com"} or {"name": {"$contains": "Acme"}}.
Write 3
Create, change or send.
Create or update a person
Creates a person, or updates the one that already has this email address (Attio matches on email_addresses).
Create or update a record
Creates or updates a record of any object (people, companies, deals or a custom object), matched on a unique attribute such as email_addresses for people or domains for companies.
Add a note to a record
Adds a note with a title and a plain-text or Markdown body to a record, such as a person or a company, by the record's ID.
A person can approve first
Any write action can be set to wait for a person's approval before it runs, so an agent asks before it changes anything.
Connection
How it connects
Connect it once in the console, then give it to the agents and workflows that need it.
Paste an API key from your Attio account.
What you enter
- Access token
Kept safe
- Credentials are stored encrypted with your organization's own keys.
- They are opened only by the process that makes the call, at the moment it runs, and never go into a prompt or the browser.
- Calls go only to the tool's own servers.
Ideas
Ideas to start with
Starting points made only from the actions above. Mix them with any other tool your agents can use.
- 01
Ask about your Attio data
Ask a question in plain words. The agent can list records in Attio, then answers with what it found.
- 02
Let an agent update Attio
Have the agent create or update a person or create or update a record in Attio as part of a larger task. Turn on approval and a person signs off on each change first.
- 03
Share what it finds in Slack
Give one agent Attio and Slack: it can list records in Attio and post a summary to a Slack channel in the same run.
Works well with
More CRM tools
- HubSpot5 actionsCreate and update contacts by email, find contacts, and open deals and companies in a HubSpot CRM.
- Salesforce5 actionsFind records with SOQL, create leads and opportunities, and create or update contacts by email in a Salesforce org, production or sandbox.
- Pipedrive4 actionsAdd people and deals, attach notes, and search people in a Pipedrive company account.
- Zoho CRM4 actionsCreate or update leads, add contacts, and search or read records in any Zoho CRM module, in the data center where the Zoho account lives.
- Apollo.io4 actionsFind prospects in Apollo's database by title, company or domain, enrich a person or a company, and save people as contacts in your Apollo team.
- Affinity CRM16 actionsFind people, organizations and opportunities, see relationship and interaction history, add records to pipeline lists, set list fields such as Status, and log notes and reminders in Affinity.
FAQ
Attio and MyDeepAgents
Can MyDeepAgents connect to Attio?
Yes. The Attio connector has 4 actions: 1 reads and 3 make changes. Your agents can call them as tools, and your workflows can run them as steps.
How do I connect Attio?
Paste an API key from your Attio account. You'll need: Access token. Credentials are stored encrypted with your organization's own keys and are opened only at the moment of a call.
Can an agent change data in Attio without asking?
Only if you let it. Each of the 3 actions that change data can be set to wait for a person's approval before it runs.
Can I use Attio in workflows as well as agents?
Yes. Every Attio action also works as a step in a workflow, and the same connection serves your agents and your workflows.
Early access
Put Attio to work
Connect it in a few minutes, give an agent the actions it needs, and decide which changes wait for a person.