Skip to content
Log inSign up

Attio + Tilkee

Manage new Tilkee connexions by creating or updating records in Attio

Streamline your data handling process with this handy tool. Every time a new connexion is detected in Tilkee, this workflow generates or updates a record in Attio. This dynamic strategy ensures your data stays up-to-date, assists in effective record management, and frees up your time for vital business activities.

Streamline your data handling process with this handy tool. Every time a new connexion is detected in Tilkee, this workflow generates or updates a record in Attio. This dynamic strategy ensures your data stays up-to-date, assists in effective record management, and frees up your time for vital business activities.

  1. When this happens...
    TilkeeTilkee
    New Connexion

    Triggers when a new connexion is done on your projects.

    TriggerInstant
  2. automatically do this!
    AttioAttio
    Create or Update Record

    Creates 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.

    ActionWrite
Start free with email
Start free with Google
Start free with email
Start free with Google
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

  • Tilkee triggers, actions, and search

    New Contact Accessed Your Document

    Triggers when a new contact access your document for the first time using the link with authentication.

    Trigger
    Instant
    Try It

    • Project IDRequired

    • NameRequired

    • TypeRequired

    • Item ID

    • Downloadable

    • Signable

    • Watermark text

    • Watermark position

    • Content

    • Format

    • External ID

    • Tags

    • Favorite

    • Share with these User IDs

    • Share with everyone

    • Retention

    • Retention delay

    Action
    Write

    • Project ID to clone

    • Project NameRequired

    • Project downloadable

    • Expiration date

    • Project Tags

    • Project external ID

    • Share with the user IDs

    • Notifications enabled

    • Email cible

    • VCard ID

    • Theme ID

    • Is Template

    • Access links nameRequired

    Action
    Write

    • Search

    • Owner ID

    • Tags

    • Tag operator

    • Expand

    • Type

    • Extension

    • Shared

    • Favorite

    • Created at (start)

    • Created at (end)

    • Limit

    • Skip

    Action
    Search
attio logo
attio logo

About Attio

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

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
tilkee-v3 logo
tilkee-v3 logo

About Tilkee

Use Tilkee's latest API to track how your contacts read your documents.

Related categories

  • Proposal & Invoice Management