
Manage customer records, deals, and pipeline in your Attio CRM.
Query Records
List records on any object, with filters and sorting
ActionCreate Record
Create a record on any object: a person, company, deal, or custom object
ActionGet Record
Retrieve a single record by id
ActionUpdate Record
Update attribute values on an existing record
ActionDelete Record
Delete a record
ActionUpsert Record
Create or update a record by matching on an attribute such as domain or email
ActionList Lists
List all lists (pipelines and segments), with access level and parent object
ActionCreate List
Create a list (pipeline or segment)
ActionGet List
Retrieve a list's metadata
ActionUpdate List
Update a list's name or access level
ActionQuery List Entries
List entries in a list, with filters and sorting, e.g. by pipeline stage
ActionCreate List Entry
Add a record to a list and set its initial values, e.g. a starting stage
ActionGet List Entry
Retrieve a single list entry
ActionUpdate List Entry
Update a list entry's values, e.g. move a deal to a new pipeline stage
ActionDelete List Entry
Remove a record from a list
ActionUpsert List Entry
Create or update a list entry by matching on a per-entry attribute
ActionList Notes
List notes, optionally filtered to a single record
ActionCreate Note
Attach a note with a title and markdown body to a record
ActionGet Note
Retrieve a single note by id
ActionDelete Note
Delete a note
ActionList Tasks
List tasks, filterable by linked record, assignee, and completion state
ActionCreate Task
Create a follow-up task linked to a person, company, or deal record
ActionGet Task
Retrieve a single task by id
ActionUpdate Task
Update a task, e.g. mark it complete or change its deadline or assignee
ActionDelete Task
Delete a task
ActionList Webhooks
List registered trigger subscriptions and their delivery status
ActionCreate Webhook Subscription
Register a trigger subscription for a target URL and a set of changes to fire on
ActionGet Webhook
Retrieve a single trigger subscription
ActionUpdate Webhook Subscription
Update a trigger subscription's target URL or the changes it fires on
ActionDelete Webhook Subscription
Delete a trigger subscription
ActionRecord Created
Fires when a record is created: a person, company, deal, or custom object
TriggerRecord Updated
Fires when a record's attribute values change, e.g. a deal stage or a person's email
TriggerRecord Deleted
Fires when a record is deleted: a person, company, deal, or custom object
TriggerList Entry Created
Fires when a record is added to a list, entering a pipeline
TriggerList Entry Updated
Fires when a list entry's values change, e.g. a deal moves to a new pipeline stage
TriggerList Entry Deleted
Fires when a record is removed from a list, leaving a pipeline
TriggerNote Created
Fires when a note is created on a record
TriggerAcculynx
CRM
AccuLynx is the leading, all-in-one roofing software designed to streamline every aspect of a roofing business.
Aeroleads
CRM
AeroLeads is a B2B lead generation platform that helps users find business emails and phone numbers of prospects.
AgencyZoom
CRM
AgencyZoom is for the P&C insurance agent that's looking to increase sales, boost retention and analyze agency & producer performance.