Send new transcribed Contacts+ business card data into Attio
When you receive a business card, it makes sense that you'd want to add the contact to your CRM. With this integration, a person and their company are automatically created in Attio when a business card is scanned and transcribed by the Contacts+ scanner application.
When you receive a business card, it makes sense that you'd want to add the contact to your CRM. With this integration, a person and their company are automatically created in Attio when a business card is scanned and transcribed by the Contacts+ scanner application.
- When this happens...New Business Card Transcribed
Triggers when a business card has been transcribed.
- automatically do this...Find or Create Person
Find or create a Person.
- then do this...Find or Create Company
Find or create a Company.
- then do this!Link Person and Company
Link a Person and a Company together.
- New Business Card TranscribedTriggers when a business card has been transcribed.Trigger
- New ContactTriggers when a contact is created or a business card is transcribed.Trigger
- New Deleted ContactTriggers when a contact is deleted.Trigger
- Updated ContactTriggers when a contact is updated.Trigger
- New TagTriggers when a tag is created on your account.Trigger
- New Deleted TagTriggers when a tag is deleted from your account.Trigger
- New Updated TagTriggers when a tag is updated.Trigger
- Add Note to ContactAppends a note to a contact.Action
- Contacts+
Creates a contact.
Scheduled
Action
- Contacts+
Gets or creates a tag.
Scheduled
Action
- Contacts+
Removes Tags from a contact.
Scheduled
Action
- Contacts+
Tags a contact.
Scheduled
Action
- Contacts+
Updates a contact.
Scheduled
Action
- Contacts+
Find a company by domain or email.
Scheduled
Action
- Contacts+
Find a contact by name, company, email, phone or any combination.
Scheduled
Action
- Contacts+
Find a person by email, phone or Twitter handle.
Scheduled
Action
- Attio
Triggers when an Attribute in an Entry changes.
Instant
Trigger
- Attio
Triggers when an Entry's Status is changed.
Instant
Trigger
- Attio
Triggers when an Entry is added to a Collection.
Instant
Trigger
- Attio
Find or create a Company.
Scheduled
Action
- Attio
Link a Person and a Company together.
Scheduled
Action
- Attio
Find or Create an Entry in a Collection.
Scheduled
Action
- Attio
Find or create a Person.
Scheduled
Action
- Attio
Connects a folder from a file provider (eg. Dropbox) to a Record.
Scheduled
Action
- Attio
Updates the Attributes of an Entry in any of your collections.
Scheduled
Action
Related categories
Related categories
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