Attio

Read and write Attio people, companies, deals, custom objects, lists, notes and tasks with typed attribute values.

Keep a flexible Attio CRM data model in sync with product, billing and support systems without losing custom attributes.

Build a flow with Attio Provider API documentation

Source actions

Destination actions

Data types

Validation status

Implemented · fixture tested.

Implementation is checked against provider-shaped fixtures for every action, authentication failures, rate limits, pagination and duplicate safety. Provider sandbox and authorised account validation are recorded separately when credential-backed runs are completed.

What you can map

attributes

List attributes
Source
Attribute definitions (custom fields) with their Attio types for an object or list.

companies

Query companies
Source
Query companies records with an optional Attio filter and sort.
Assert companies record
Destination
Duplicate protected
Creates or updates a record matched on a unique attribute (domains by default). Multiselect values are replaced.

deals

Create deal
Destination
Not retried automatically
Creates a deal record; name, stage and owner are required by default deal configuration.
Query deals
Source
Query deals records with an optional Attio filter and sort.

entries

Add record to list
Destination
Not retried automatically
Adds a record to a list as a new entry. Multiple entries per record are allowed.
Query list entries
Source
Entries in a list with their list-specific attribute values.
Update list entry
Destination
Duplicate protected
Updates list attribute values on an entry; multiselect values are appended.
Upsert list entry by parent record
Destination
Duplicate protected
Creates the list entry for a record, or updates it when the record is already in the list.

lists

List lists
Source
Lists the token can access.

meetings

List meetings
Source
Meetings, optionally linked to one record.

notes

Create note
Destination
Not retried automatically
Adds a plain-text or Markdown note to a record.
List notes
Source
Notes for all records, or for one record.

objects

List objects
Source
Standard and custom objects in the workspace.

people

Query people
Source
Query people records with an optional Attio filter and sort.
Assert people record
Destination
Duplicate protected
Creates or updates a record matched on a unique attribute (email_addresses by default). Multiselect values are replaced.

records

Create record
Destination
Not retried automatically
Creates a record of any object. Fails on conflicts with unique attributes.
Get record
Source
One record with all current attribute values.
Query records
Source
Query records of any standard or custom object with an optional Attio filter and sort.
Search records
Source
Fuzzy search on names, domains, emails, phone numbers and social handles across objects.
Update record
Destination
Duplicate protected
Updates attribute values on a record. Multiselect values are appended unless overwriteMultiselect is true.
Assert record
Destination
Duplicate protected
Creates or updates a record matched on a unique attribute. Multiselect values are replaced.

tasks

Create task
Destination
Not retried automatically
Creates a plain-text task with optional deadline, linked records and assignees.
List tasks
Source
Tasks, optionally for one linked record, assignee or completion state.
Update task
Destination
Duplicate protected
Updates a task deadline, completion, linked records or assignees.

workspace members

List workspace members
Source
Workspace members, used as record owners and task assignees.

Authentication

Attio workspace access token

Plans and access

All Attio plans can create workspace access tokens. Each token carries scopes chosen in Workspace settings → Developers; records follow those scopes.

Test environment

A free Attio workspace can be used for testing.

Rate limits

100 read and 25 write requests per second per workspace; HTTP 429 with Retry-After.

Provider events

Attio webhooks for record, list entry, note, task and comment events. Nexra event triggers are not yet available; flows run on demand or on a schedule.

Before you build a flow

Record queries have no last-modified filter; filter on a timestamp attribute you maintain, or on created_at.
Tasks are created from plain text only; Attio does not accept rich text or record mentions in task content.
Assert (upsert) replaces multiselect values; record update appends multiselect values unless overwriteMultiselect is set.
Record and entry creation have no idempotency key; uncertain creates are not repeated automatically.