Attio

Overview

Connect to Attio to manage CRM records (people, companies, custom objects), notes, tasks, lists, list entries, comments, workspace members, and webhooks.

How to automate Attio with Sim

1. 01

   Create a free account

   Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

2. 02

   Add a Attio block

   Open a workflow, drag a Attio block onto the canvas, and connect your account with one-click OAuth.

3. 03

   Configure, connect, and run

   Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Attio automation is live.

Real-time triggers

Connect a Attio webhook to Sim and your workflow fires the instant an event happens — no polling, no delay. Sim receives the full event payload and makes every field available as a variable inside your workflow.

• Event

  Attio Record Created

  Trigger workflow when a new record is created in Attio

• Event

  Attio Record Updated

  Trigger workflow when a record is updated in Attio

• Event

  Attio Record Deleted

  Trigger workflow when a record is deleted in Attio

• Event

  Attio Record Merged

  Trigger workflow when two records are merged in Attio

• Event

  Attio Note Created

  Trigger workflow when a new note is created in Attio

• Event

  Attio Note Updated

  Trigger workflow when a note is updated in Attio

• Event

  Attio Note Deleted

  Trigger workflow when a note is deleted in Attio

• Event

  Attio Task Created

  Trigger workflow when a new task is created in Attio

• Event

  Attio Task Updated

  Trigger workflow when a task is updated in Attio

• Event

  Attio Task Deleted

  Trigger workflow when a task is deleted in Attio

• Event

  Attio Comment Created

  Trigger workflow when a new comment is created in Attio

• Event

  Attio Comment Resolved

  Trigger workflow when a comment thread is resolved in Attio

• Event

  Attio Comment Unresolved

  Trigger workflow when a comment thread is unresolved in Attio

• Event

  Attio Comment Deleted

  Trigger workflow when a comment is deleted in Attio

• Event

  Attio List Entry Created

  Trigger workflow when a new list entry is created in Attio

• Event

  Attio List Entry Updated

  Trigger workflow when a list entry is updated in Attio

• Event

  Attio List Entry Deleted

  Trigger workflow when a list entry is deleted in Attio

• Event

  Attio Webhook (All Events)

  Trigger workflow on any Attio webhook event

Supported tools

40 Attio tools available in Sim

• List Records

  Query and list records for a given object type (e.g. people, companies)

• Get Record

  Get a single record by ID from Attio

• Create Record

  Create a new record in Attio for a given object type

• Update Record

  Update an existing record in Attio (appends multiselect values)

• Delete Record

  Delete a record from Attio

• Search Records

  Fuzzy search for records across object types in Attio

• Assert Record (Upsert)

  Upsert a record in Attio — creates it if no match is found, updates it if a match exists

• List Notes

  List notes in Attio, optionally filtered by parent record

• Get Note

  Get a single note by ID from Attio

• Create Note

  Create a note on a record in Attio

• Delete Note

  Delete a note from Attio

• List Tasks

  List tasks in Attio, optionally filtered by record, assignee, or completion status

• Create Task

  Create a task in Attio

• Update Task

  Update a task in Attio (deadline, completion status, linked records, assignees)

• Delete Task

  Delete a task from Attio

• List Objects

  List all objects (system and custom) in the Attio workspace

• Get Object

  Get a single object by ID or slug

• Create Object

  Create a custom object in Attio

• Update Object

  Update a custom object in Attio

• List Lists

  List all lists in the Attio workspace

• Get List

  Get a single list by ID or slug

• Create List

  Create a new list in Attio

• Update List

  Update a list in Attio

• Query List Entries

  Query entries in an Attio list with optional filter, sort, and pagination

• Get List Entry

  Get a single list entry by ID

• Create List Entry

  Add a record to an Attio list as a new entry

• Update List Entry

  Update entry attribute values on an Attio list entry (appends multiselect values)

• Delete List Entry

  Remove an entry from an Attio list

• List Members

  List all workspace members in Attio

• Get Member

  Get a single workspace member by ID

• Create Comment

  Create a comment on a list entry in Attio

• Get Comment

  Get a single comment by ID from Attio

• Delete Comment

  Delete a comment in Attio (if head of thread, deletes entire thread)

• List Threads

  List comment threads in Attio, optionally filtered by record or list entry

• Get Thread

  Get a single comment thread by ID from Attio

• List Webhooks

  List all webhooks in the Attio workspace

• Get Webhook

  Get a single webhook by ID from Attio

• Create Webhook

  Create a webhook in Attio to receive event notifications

• Update Webhook

  Update a webhook in Attio (target URL and/or subscriptions)

• Delete Webhook

  Delete a webhook from Attio

Frequently asked questions