Popular ways to use Attio workflows

• Create and update people and entries in Attio when new Gmail attachments are received

  

  by Zapier

  Zapier

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  • +2
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  Gmail, Attio

  Gmail + Attio

  More details

  1. 

     When this happens

     Step 1: New Attachment

  2. 

     Then do this

     Step 2: Find or Create Person

  3. 

     Then do this

     Step 3: Find or Create Entry

  4. 

     Then do this

     Step 4: Update Entry Attributes

  See Zap detailsTry it

  Create and update people and entries in Attio when new Gmail attachments are received

  

  by Zapier

  Zapier

  Create and update people and entries in Attio when new Gmail attachments are received

  Try it

  • 
  • +2
  • 

  Gmail, Attio

  Gmail + Attio

• Send new transcribed Contacts+ business card data into Attio

  

  by Zapier

  Zapier

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  • +2
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  Contacts+, Attio

  Contacts+ + Attio

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  1. 

     When this happens

     Step 1: New Business Card Transcribed

  2. 

     Then do this

     Step 2: Find or Create Person

  3. 

     Then do this

     Step 3: Find or Create Company

  4. 

     Then do this

     Step 4: Link Person and Company

  See Zap detailsTry it

  Send new transcribed Contacts+ business card data into Attio

  

  by Zapier

  Zapier

  Send new transcribed Contacts+ business card data into Attio

  Try it

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  • +2
  • 

  Contacts+, Attio

  Contacts+ + Attio

• Create persons and entries in Attio when new Calendly Invites are accepted

  

  by Zapier

  Zapier

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  • 
  • +3
  • 

  Calendly, Formatter by Zapier, Attio

  Calendly + Formatter by Zapier + Attio

  More details

  1. 

     When this happens

     Step 1: Invitee Created

  2. 

     Then do this

     Step 2: Text

  3. 

     Then do this

     Step 3: Text

  4. 

     Then do this

     Step 4: Find or Create Person

  5. 

     Then do this

     Step 5: Find or Create Entry

  See Zap detailsTry it

  Create persons and entries in Attio when new Calendly Invites are accepted

  

  by Zapier

  Zapier

  Create persons and entries in Attio when new Calendly Invites are accepted

  Try it

  • 
  • +3
  • 

  Calendly, Formatter by Zapier, Attio

  Calendly + Formatter by Zapier + Attio

• Add new Mailchimp subscribers to Attio

  

  by Zapier

  Zapier

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  • 

  Mailchimp, Attio

  Mailchimp + Attio

  More details

  1. 

     When this happens

     Step 1: New Subscriber

  2. 

     Then do this

     Step 2: Find or Create Person

  See Zap detailsTry it

  Add new Mailchimp subscribers to Attio

  

  by Zapier

  Zapier

  Add new Mailchimp subscribers to Attio

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  Mailchimp, Attio

  Mailchimp + Attio

• Create persons and entries in Attio from Typeform responses

  

  by Zapier

  Zapier

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  • 
  • 
  • 

  Typeform, Attio

  Typeform + Attio

  More details

  1. 

     When this happens

     Step 1: New Entry

  2. 

     Then do this

     Step 2: Find or Create Person

  3. 

     Then do this

     Step 3: Find or Create Entry

  See Zap detailsTry it

  Create persons and entries in Attio from Typeform responses

  

  by Zapier

  Zapier

  Create persons and entries in Attio from Typeform responses

  Try it

  • 
  • 
  • 

  Typeform, Attio

  Typeform + Attio

• Add new Facebook Leads Ads leads to Attio

  

  by Zapier

  Zapier

  Premium

  Premium apps: Facebook Lead Ads

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  • 

  Facebook Lead Ads, Attio

  Facebook Lead Ads + Attio

  More details

  1. 

     When this happens

     Step 1: New Lead

  2. 

     Then do this

     Step 2: Find or Create Person

  See Zap detailsTry it

  Add new Facebook Leads Ads leads to Attio

  

  by Zapier

  Zapier

  Premium

  Premium apps: Facebook Lead Ads

  Add new Facebook Leads Ads leads to Attio

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  Facebook Lead Ads, Attio

  Facebook Lead Ads + Attio

• Add persons and their responses from new Google Forms to Attio

  

  by Zapier

  Zapier

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  • 

  Google Forms, Attio

  Google Forms + Attio

  More details

  1. 

     When this happens

     Step 1: New Response in Spreadsheet

  2. 

     Then do this

     Step 2: Find or Create Person

  3. 

     Then do this

     Step 3: Find or Create Entry

  See Zap detailsTry it

  Add persons and their responses from new Google Forms to Attio

  

  by Zapier

  Zapier

  Add persons and their responses from new Google Forms to Attio

  Try it

  • 
  • 
  • 

  Google Forms, Attio

  Google Forms + Attio

• Add new Google Sheet rows as companies in Attio

  

  by Zapier

  Zapier

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  • 
  • 

  Google Sheets, Attio

  Google Sheets + Attio

  More details

  1. 

     When this happens

     Step 1: New or Updated Spreadsheet Row

  2. 

     Then do this

     Step 2: Find or Create Company

  See Zap detailsTry it

  Add new Google Sheet rows as companies in Attio

  

  by Zapier

  Zapier

  Add new Google Sheet rows as companies in Attio

  Try it

  • 
  • 

  Google Sheets, Attio

  Google Sheets + Attio

• 

  Entry Attribute Changed

  Triggers when an Attribute in an Entry changes.

  Trigger

  Instant
• 

  Entry Status Changed

  Triggers when an Entry's Status is changed.

  Trigger

  Instant
• 

  New Entry

  Triggers when an Entry is added to a Collection.

  Trigger

  Instant
• 

  Find or Create Company

  Find or create a Company.

  Action

  Write
• 

  Link Person and Company

  Link a Person and a Company together.

  Action

  Write
• 

  Find or Create Entry

  Find or Create an Entry in a Collection.

  Action

  Write
• 

  Find or Create Person

  Find or create a Person.

  Action

  Write
• 

  Create Storage Location

  Connects a folder from a file provider (eg. Dropbox) to a Record.

  Action

  Write
• Attio

  Updates the Attributes of an Entry in any of your collections.

  Scheduled

  Action