Attio + Visible

Create Attio notes when new requests are completed in Visible

When a company completes a new request in Visible, this integration will automatically create an Attio note for the selected object. Stay responsive to new requests without the need for manual updates.

When a company completes a new request in Visible, this integration will automatically create an Attio note for the selected object. Stay responsive to new requests without the need for manual updates.

  1. When this happens...
    VisibleVisible
    New Request Completed

    Triggers when a response to a request is completed (investor platform only)

    TriggerInstant
  2. automatically do this!
    AttioAttio
    Create Note

    Creates a new note on a given record.

    ActionWrite
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Supported triggers and actions

    • CompanyRequired

    • Fundraising PipelineRequired

    • StageRequired

    • NameRequired

    • Amount

    • Point of Contact: Email

    • Point of Contact: First Name

    • Point of Contact: Last Name

    • Point of Contact: Title

    • Notes

    Action
    Write
    • CompanyRequired

    • MetricRequired

    • Date

    • Value

    Action
    Write
    • CompanyRequired

    • MetricRequired

    • Date

    • ValueRequired

    Action
    Write
    • ListRequired

    Trigger
    Instant
    Try It
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About Attio

Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.
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Related categories

  • CRM (Customer Relationship Management)

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About Visible

Capture key performance data and share your story with key stakeholders all in one platform.

Related categories

  • Dashboards