Attio

Attio + Konnectify

Attio Integration with Konnectify

Connect Attio (the next-generation CRM) to Konnectify to automate sales and CRM workflows across your database—sync people, companies, deals, lists, tasks, notes, and more in real time.

People Companies Deals Users Workspaces Lists Tasks Notes Comments Call Recordings Threads Custom Objects 33 Triggers 47 Actions

ON THIS PAGE

→ What is Attio? → API & Authentication → How to connect → Triggers (33) → Actions (47) → Popular automations → FAQ

What is Attio?

Attio is a modern CRM designed for fast-moving teams that want a flexible, database-like way to manage people, companies, and deals. With Konnectify, you can keep Attio in sync with your sales stack, automate data enrichment and lifecycle updates, and trigger downstream workflows the moment something changes in Attio.

This integration supports real-time webhook triggers and a broad set of actions across core CRM objects, lists, tasks, notes, comments, and custom objects.

New to Attio?

Create an Attio workspace and set up your CRM objects (People, Companies, Deals, Lists) before connecting.

Visit Attio →

New to Konnectify?

Build workflows that connect Attio to your other tools with no-code steps, filters, and data mapping.

Create Konnectify account →

What you can automate

Create or update People and Companies from inbound leads
Sync Deals and stage changes to downstream systems
Route Tasks and Notes to keep reps accountable

Maintain Lists and List Entries for segmentation
Track Comments/Threads activity and internal collaboration
Capture Call Recordings metadata for coaching workflows

API & Authentication

OAuth 2.0 authorization

Konnectify connects to Attio using OAuth 2.0. When you authorize, Attio issues an access token to Konnectify so workflows can perform actions and receive webhook events on your behalf. You can revoke access at any time from Attio.

What the Attio connection can do

Work with CRM records: People, Companies, Deals, Users, and Workspaces
Manage Lists and List Entries
Create and manage Tasks, Notes, and Comments
Read Threads and Call Recordings (where available)
Operate on Custom Objects via Custom Records

Rate limits & plan considerations

Attio API access, available endpoints, and webhook delivery can vary by plan and workspace settings. If you hit rate limits, Konnectify will retry requests where possible, but high-volume workflows should be designed with batching and deduplication in mind.

Official docs: Attio API documentation

How to connect Attio to Konnectify

Prerequisites

An Attio account with permission to authorize an OAuth app
Your Attio OAuth app credentials (Client ID and Client Secret)
A Konnectify workspace with permission to create connections and workflows

Add Attio to a Workflow

In Konnectify, create a new Workflow (or open an existing one).
Click + Add step and choose Attio.

Authorize via OAuth 2.0

Select Connect Attio.
Enter your Client ID and Client Secret (if prompted).
Sign in to Attio and approve access for the workspace you want to automate.

Configure the Trigger or Action

Choose a Trigger (for real-time events) or an Action (to write/read data in Attio).
Fill in required fields (IDs, list selection, record identifiers, etc.).
Map fields from previous steps into Attio fields where applicable.

Important

For steps that require IDs (Record ID, List Entry ID, Thread ID, Task ID, etc.), make sure you pass the exact value returned by an earlier Attio step (for example, from Find Record or a webhook trigger) to avoid “not found” errors.

Test the Workflow

Use Test to fetch sample data (for actions like Find/List) or trigger a real event in Attio (for webhooks).
Confirm field mapping and outputs before proceeding.

Activate the Workflow

Turn the workflow On.
For webhook triggers, Konnectify will begin receiving events instantly when changes occur in Attio.

Triggers 33

Attio triggers in Konnectify are webhook-based, so workflows can run instantly when events happen in Attio.

Comments 4 triggers

Comment Created

Fires instantly when a comment created occurs in Attio.

Comment Resolved

Fires instantly when a comment resolved occurs in Attio.

Comment Unresolved

Fires instantly when a comment unresolved occurs in Attio.

Comment Deleted

Fires instantly when a comment deleted occurs in Attio.

Companies 3 triggers

Company Created

Fires instantly when a company created occurs in Attio.

Company Updated

Fires instantly when a company updated occurs in Attio.

Company Deleted

Fires instantly when a company deleted occurs in Attio.

Custom Objects 3 triggers

Custom record created

Fires instantly when a new custom record occurs in Attio.

Custom record updated

Fires instantly when a custom record update occurs in Attio.

Custom record deleted

Fires instantly when a custom record deletion occurs in Attio.

Deals 3 triggers

Deal Created

Fires instantly when a deal created occurs in Attio.

Deal Updated

Fires instantly when a deal updated occurs in Attio.

Deal Deleted

Fires instantly when a deal deleted occurs in Attio.

Lists 6 triggers

List Created

Fires instantly when a list created occurs in Attio.

List Updated

Fires instantly when a list updated occurs in Attio.

List Deleted

Fires instantly when a list deleted occurs in Attio.

List Entry Created

Fires instantly when a list entry occurs in Attio.

List Entry Updated

Fires instantly when a list entry is updated in Attio.

List Entry Deleted

Fires instantly when a list entry is deleted in Attio.

Notes 4 triggers

Note Created

Fires instantly when a note created occurs in Attio.

Note Content Updated

Fires instantly when a note-content updated occurs in Attio.

Note Updated

Fires instantly when a note updated occurs in Attio.

Note Deleted

Fires instantly when a note deleted occurs in Attio.

People 3 triggers

People Created

Fires instantly when a people created occurs in Attio.

People Updated

Fires instantly when a people updated occurs in Attio.

People Deleted

Fires instantly when a people deleted occurs in Attio.

Tasks 3 triggers

Task Created

Fires instantly when a task created occurs in Attio.

Task Updated

Fires instantly when a task updated occurs in Attio.

Task Deleted

Fires instantly when a task deleted occurs in Attio.

Users 3 triggers

Users Created

Fires instantly when a users created occurs in Attio.

Users Updated

Fires instantly when a users updated occurs in Attio.

Users Deleted

Fires instantly when a users deleted occurs in Attio.

Workspaces 4 triggers

Workspaces Created

Fires instantly when a workspaces created occurs in Attio.

Workspaces Updated

Fires instantly when a workspaces updated occurs in Attio.

Workspaces Deleted

Fires instantly when a workspaces deleted occurs in Attio.

Workspace Member Created

Fires instantly when a workspace-member created occurs in Attio.

Call Recordings 1 triggers

Call Recording Created

Fires instantly when a call-recording created occurs in Attio.

Actions 47

Use Attio actions to create, update, find, list, and delete records across CRM objects, lists, and collaboration artifacts.

Call Recordings 2 actions

List Call Recordings

Retrieves call recordings for a specific meeting, automatically paginating through all results.

Find Call Recording

Retrieves a call recording by its Meeting ID and Call Recording ID.

Comments 3 actions

Create Comment

Creates a new comment in an existing thread.

Find Comment

Retrieves a comment by its Comment ID.

Delete Comment

Permanently deletes a comment from Attio by its ID.

Companies 5 actions

Create Company

Creates a new company record in Attio.

Update Company

Updates an existing company record in Attio.

Create or Update Company

Creates a new company or updates an existing one in Attio.

Find Company

Find a company by name or domain.

Delete Company

Permanently deletes a company record from Attio by its ID.

Deals 5 actions

Create Deal

Creates a new deal record in Attio.

Update Deal

Updates an existing deal record in Attio.

Create or Update Deal

Creates a new deal or updates an existing one in Attio.

Find Deal

Find a deal by name.

Delete Deal

Permanently deletes a deal record from Attio by its ID.

Lists 4 actions

Create List Entry

Creates a new entry in an existing Attio list.

Find List Entry

Retrieves a specific entry from a list using the Entry ID.

Update List Entry

Updates an existing entry in an Attio list.

Delete List Entry

Permanently deletes an entry from an Attio list.

Notes 4 actions

Create Note

Creates a new note associated with a specific record.

Find Note

Retrieves a note by its Note ID.

List Notes

Retrieves a list of notes associated with a specific parent object and record ID.

Delete Note

Permanently deletes a note from Attio by its ID.

People 5 actions

Create Person

Creates a new person record in Attio.

Update Person

Updates an existing person record in Attio.

Create or Update Person

Creates a new person or updates an existing one in Attio.

Find Person

Find a person by email, phone number, or name.

Delete Person

Permanently deletes a person record from Attio by its ID.

Tasks 5 actions

Create Task

Creates a new task associated with a specific record.

Find Task

Retrieves a task by its Task ID.

Update Task

Updates an existing task in Attio using its Task ID.

List Tasks

Retrieves a list of all tasks, automatically paginating through all results.

Delete Task

Permanently deletes a task from Attio by its ID.

Threads 2 actions

List Threads

Retrieves a list of threads, automatically paginating through all results.

Find Thread

Retrieves a thread by its Thread ID.

Users 6 actions

Create User

Creates a new user record in Attio.

Update User

Updates an existing user record in Attio.

Create or Update User

Creates a new user or updates an existing one in Attio.

Find User

Find a user by primary email address.

Find Record

Find People, Companies, Deals,Users and Workspaces by its Id.

Delete User

Permanently deletes a user record from Attio by its ID.

Workspaces 6 actions

Create Workspace

Creates a new workspace record in Attio.

Update Workspace

Updates an existing workspace record in Attio.

Create or Update Workspace

Creates a new workspace or updates an existing one in Attio.

Find Workspace

Find a workspace by Workspace ID.

Find Workspace Member

Retrieves a workspace member by their Workspace Member ID.

Delete Workspace

Permanently deletes a workspace record from Attio by its ID.

Custom Objects 4 actions

Create Custom Record

Creates a new record within a selected object in Attio.

Update Custom Record

Updates an existing record within a selected object in Attio.

Find Custom Record

Retrieves a specific record from a custom object using the Record ID.

Delete Custom Record

Permanently deletes a record from an Attio custom object.

Popular automations

Example workflows you can build with Attio + Konnectify (mix and match based on your systems and data model).

Create follow-up tasks when a deal is created

Automatically generate a rep task (e.g., schedule kickoff, send proposal) whenever a new deal appears in Attio.

Deal Created → Create Task

Add new people into a segmentation list

When a new person is created, automatically add them to a specific Attio list for outreach, onboarding, or scoring.

People Created → Create List Entry

Enrich a company record after updates

When a company changes, look it up and write back normalized values (e.g., domain formatting, firmographics from other steps).

Company Updated → Find Company → Update Company

Create notes from internal collaboration updates

Capture important context by turning newly created comments into a structured note attached to the right record.

Comment Created → Create Note

FAQ

How does authentication work for the Attio integration?

Attio uses OAuth 2.0. You’ll provide (or select) your Attio OAuth app credentials (Client ID/Secret) and then sign in to Attio to approve access. You can revoke access later from Attio.

Which Attio plans are supported?

The integration works with Attio accounts that have API access enabled for the workspace. Some endpoints (and webhook availability) may vary by plan or feature entitlements. If an action fails due to permissions, confirm your workspace plan and role permissions in Attio.

Are Attio triggers real-time or polling?

All triggers in this connector are webhook triggers. That means Konnectify receives events instantly when they occur in Attio (no scheduled polling required).

How can I prevent duplicates when syncing people/companies/deals?

Use the Create or Update Person, Create or Update Company, Create or Update Deal, Create or Update User, or Create or Update Workspace actions (upsert-style) where possible. You can also add a Find step first and only create when no match is found.

What happens if we hit Attio API rate limits?

If Attio responds with rate limiting, Konnectify will retry requests when appropriate. For high-volume workloads, consider reducing trigger fan-out, using conditional logic, and preferring list/read actions that paginate automatically (for example, List Tasks or List Threads) only when needed.

Can I connect multiple Attio workspaces or accounts?

Yes. Create separate Attio connections in Konnectify—each authorized to the correct Attio workspace. Then choose the desired connection per workflow step.

What’s the best way to work with Attio custom objects in workflows?

Use the Custom record created/updated/deleted triggers to react to changes, and the Create/Update/Find/Delete Custom Record actions to manage records inside custom objects. Keep a consistent source-of-truth identifier (e.g., an external ID field) so you can reliably find and update the right custom record.

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