Attio
CRM & supportOAuth 2.0API key
Search and manage records, lists, notes and tasks in the Attio CRM.
15 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| attio_list_objectsLists the objects in the workspace, such as people, companies and deals, with their slugs | read | General | |
| attio_list_attributesLists an object's attributes with their slugs and types, to know which values records take | read | General | |
| attio_search_recordsFuzzy-searches records by name, domain, email, phone or social handle across one or more objects | read | Personal data | |
| attio_query_recordsLists records of an object, optionally filtered and sorted with Attio filter syntax | read | Personal data | |
| attio_get_recordReads one record with all its attribute values | read | Personal data | |
| attio_create_recordCreates a person, company, deal or other record | write | Personal data | |
| attio_update_recordUpdates a record's attribute values | write | Personal data | |
| attio_list_listsLists the lists (pipelines) in the workspace with their slugs and parent objects | read | General | |
| attio_query_list_entriesLists the entries of a list, optionally filtered and sorted, with each entry's parent record and list values | read | Personal data | |
| attio_add_to_listAdds a record to a list as a new entry, with optional values for the list's own attributes | write | Personal data | |
| attio_list_notesLists notes, for every record or one record | read | Personal data | |
| attio_create_noteAdds a note with a title and plain-text or Markdown content to a record | write | Personal data | |
| attio_list_tasksLists tasks, optionally only open or completed ones, one assignee's, or those linked to a record | read | Personal data | |
| attio_create_taskCreates a task with an optional deadline, linked records and assignees | write | Personal data | |
| attio_update_taskCompletes or reopens a task, or changes its deadline, linked records or assignees | write | Personal data |