Attio + Trolley
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.
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 Updated
Triggers when a recipient is updated.
- automatically do this!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.
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Payment Status
Try ItBatch IDRequired
Recipient IDRequired
AmountRequired
CurrencyRequired
Payment Memo
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
Batch IDRequired
Recipient Updated
Triggers when a recipient is updated.
Try ItCurrency of payment (optional)
Description (optional)
Recipient ID
Email
Reference ID
AmountRequired
CurrencyRequired
Cover Fees
Payment Memo
Batch Description
RecipientRequired
