Attio + Trolley integrations
Update or create Attio records whenever Trolley recipients are updated
Keep your CRM process efficient with the one-time setup between Trolley and Attio. Each time there's an update to recipient information in the Trolley app, this same information will get reflected in the corresponding Attio record. This ensures your data remains current in both applications, aiding in effective CRM upkeep.
- When this happens...Recipient UpdatedTriggers when a recipient is updated.
- automatically do this!Create or Update RecordCreates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with Trolley and Attio
Discover other triggers and actions you can use with Trolley and Attio
- Payment Status
Try ItTriggerInstant- Batch IDRequired
- Recipient_IDRequired
- AmountRequired
- CurrencyRequired
- Payment Memo
ActionWrite- EmailRequired
- Name of Business
- First Name
- Last Name
- Street
- Street 2
- City
- Postal Code
- Phone
- Country
- State/Province
- Reference ID
- Passport Number
- Date of Birth
ActionWrite- Batch IDRequired
ActionWrite
- Recipient Updated
Triggers when a recipient is updated.
Try ItTriggerInstant - Currency of payment (optional)
- Description (optional)
ActionWrite- Recipient_ID
- Email
- Reference_ID
- AmountRequired
- CurrencyRequired
- Cover_fees
- Payment Memo
- Batch Description
ActionWrite- RecipientRequired
ActionWrite
Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
Related categories
Related categories




