Attio Integration — Automate Attio with AI on Beauto
Attio is a fully customizable workspace for your team's relationships and workflows.
Category: crm · 99 actions available
What you can automate with Attio
Beauto connects Attio with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Attio events, enrich Attio data with AI, or sync Attio with the rest of your stack — without writing code.
- Sync Attio data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Attio events and route the output anywhere
- Schedule recurring Attio tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Attio actions Beauto supports
- Assert Company (Create or Update) — Creates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated. If no company is
- Assert Person Record — Tool to create or update person records using a unique attribute to search for existing people. Use when you want to ensure a person exists with specific details without creating duplicates.
- Assert User Record (Create or Update) — Creates or updates a user record in Attio using a unique attribute to search for existing users. If a user is found with the same value for the matching attribute, that user will be updated. If no user is found, a new on
- Assert Workspace (Create or Update) — Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated. If no wor
- Create Attribute — Tool to create a new attribute on an object or list in Attio. Use when you need to add custom fields to track additional information. For record-reference types, you can establish bidirectional relationships by supplying
- Create Comment — Tool to create a new comment on a thread, record, or list entry in Attio. Use when you need to add a comment to an existing conversation, a record (like a person, company, or deal), or a list entry.
- Create Company — Creates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains. If you prefer to update company records on conflicts, use the Assert company record endpoint instea
- Create Deal Record — Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one at
- Create List — Tool to create a new list in Attio. Use when you need to organize records into custom lists. Once created, add attributes using the Create Attribute API and add records using the Create Entry API. New lists must have eit
- Create Note — This tool creates a new note on a given record in Attio. The note can be attached to any record type (like person, company, or deal) and includes a title and content. It requires parameters such as parent_object, parent_
- Create Object — Tool to create a new custom object in your Attio workspace. Use when you need to add a new object type beyond the standard objects (people, companies, deals, users, workspaces). Requires api_slug (snake_case identifier),
- Create Person — Creates a new person record in Attio. This endpoint will throw an error on conflicts of unique attributes like email_addresses. If you prefer to update person records on conflicts instead, use the Assert person record en
- Create Record — This tool creates a new record in Attio for a specified object type (people, companies, deals, users, workspaces, etc.). It requires the object type and a values dictionary containing the attributes for the new record. I
- Create Select Option — Tool to add a new select option to a select or multiselect attribute in Attio. Use when you need to add a new choice to an existing select field.
- Create Status — Tool to add a new status to a status attribute on either an object or a list. Use when you need to create a new status option for status attributes. Company and person objects do not support status attributes at this tim
- Create Task — Tool to create a new task in Attio. Use when you need to add a task with content and optional deadline, assignees, or linked records. Note: Tasks can only be created from plaintext without record reference formatting.
- Create User Record — Creates a new user record in Attio. User records represent workspace members or users in the system. Requires primary_email_address, user_id, and workspace_id. Optionally link to an existing person record. Note: Required
- Create Webhook — Tool to create a webhook and subscribe to events in Attio. Use when you need to set up a new webhook endpoint to receive real-time event notifications. Returns the webhook configuration including a one-time signing secre
- Create Workspace Record — Creates a new workspace record in Attio. The workspace_id field is required and must be unique. This endpoint will throw an error on conflicts of unique attributes. Use when you need to create a new workspace entry in yo
- Delete Comment — Tool to delete a comment by its comment_id. Use when you need to remove a comment from Attio. If the comment is at the head of a thread, all messages in the thread are also deleted. The operation is permanent and cannot
- Delete Company — Tool to delete a company record from Attio by its record_id. Use when you need to permanently remove a company record. The deletion is irreversible and cannot be recovered.
- Delete Deal — Tool to delete a deal record from Attio by its record_id. Use when you need to permanently remove a deal record. The deletion is irreversible and cannot be recovered.
- Delete List Entry — Tool to delete a single list entry by its entry_id in Attio. Use when you need to remove an entry from a specific list. The operation is permanent and cannot be undone.
- Delete Note — This tool allows users to delete a specific note in Attio by its ID. It is implemented via DELETE https://api.attio.com/v2/notes/{note_id} and handles note deletion by validating the provided note_id. It complements ATTI
- Delete Person — Tool to delete a person record from Attio by its record_id. Use when you need to permanently remove a person record. The deletion is irreversible and cannot be recovered.
- Delete Record — This tool allows you to delete a record from Attio permanently. The deletion is irreversible, and the data will eventually be removed from the system.
- Delete Task — Tool to delete a task by its task_id. Use when you need to remove a task from Attio. The operation is permanent and cannot be undone.
- Delete User — Tool to delete a user record from Attio by its record_id. Use when you need to permanently remove a user record. The deletion is irreversible and cannot be recovered.
- Delete Webhook — Tool to delete a webhook by its webhook_id. Use when you need to remove a webhook subscription from Attio. The operation is permanent and cannot be undone.
- Delete Workspace Record — Tool to delete a workspace record from Attio by its record_id. Use when you need to permanently remove a workspace record. The deletion is irreversible and cannot be recovered.
- Find Record — This tool allows users to find a record in Attio by either its unique ID or by searching using unique attributes. It provides two methods: one for directly retrieving a record by its ID with the GET /v2/objects/{object}/
- Get Attribute Details — Tool to get information about a single attribute on either an object or a list. Use when you need detailed information about a specific attribute's configuration, type, or metadata.
- Get Comment — Tool to get a single comment by its comment_id in Attio. Use when you need to retrieve detailed information about a specific comment, including its content, author, thread, and resolution status.
- Get Company — Tool to get a single company record by its record_id in Attio. Use when you need to retrieve detailed information about a specific company. Returns all attribute values for the company with temporal and audit metadata.
- Get Deal Record — Tool to get a single deal record by its record_id in Attio. Use when you need to retrieve detailed information about a specific deal. Returns all attribute values for the deal with temporal and audit metadata.
- Get List — Tool to retrieve details of a single list in your Attio workspace. Use when you need to get information about a specific list by its UUID or slug.
- Get List Entry — Tool to get a single list entry by its entry_id. Use when you need to retrieve detailed information about a specific entry in an Attio list.
- Get Note — Tool to get a single note by its note_id in Attio. Use when you need to retrieve detailed information about a specific note, including its title, content (plaintext and markdown), tags, and creator information.
- Get Object — Tool to get a single object by its object_id or slug. Use to retrieve detailed schema information about a specific object type in the Attio workspace. Also use as a prerequisite validation step before calling ATTIO_FIND_
- List Record Entries — Tool to list all entries, across all lists, for which a record is the parent. Use when you need to find which lists a specific record belongs to. Returns list IDs, slugs, entry IDs, and creation timestamps.