CRM

Attio

Connect Attio to enable intelligent agents that can work with your data. This integration provides 27 capabilities for building context-aware agents.

27 capabilities · CRM

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Agent capabilities

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.

Find Record

Finds a record in Attio by either its unique ID or by searching using attributes. To search for people by name, use object_id="people" and attributes={"name": "John Doe"}. To search by email, use attributes={"email_addresses": "[email protected]"}. For companies, use attributes={"name": "Company Name"} or attributes={"domains": "example.com"}.

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