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crm

Attio integration

Connect Attio to enable intelligent agents that can work with your data. This integration provides 11 capabilities for building context-aware agents.

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Key Features

Real-time Data Access

Agents access live data for up-to-date insights

Smart Agent Actions

Agents can take actions based on your data

Contextual Understanding

Agents understand your business context and data relationships

Custom Agent Training

Train agents on your specific data patterns and workflows

Agent Capabilities (11)

Create Note

Creates a new note on a given record in Attio. The note can be attached to any record type (like person, company, or deal) and includes a title and content.

Create Record

Creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). IMPORTANT: Different object types have different attributes. For example: 'people' uses name, email_addresses, phone_numbers; 'companies' uses name, domains, description. Always verify the correct attribute names for your target object type.

Delete Note

Deletes a specific note in Attio by its ID. This action is irreversible.

Delete Record

Deletes a record from Attio permanently. The deletion is irreversible, and the data will eventually be removed from the system.

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