Attio integration
Modern, collaborative CRM platform built to be fully customizable and real-time. Use Attio from Zoft voice agents, chat agents, workflows and AI employees.
- API key
- 15 actions
- 5 triggers
- Starts with
Record Created - ZoftAgent or workflow decides what happens next
- Then in AttioCreate Note
- AndCreate Task
Zoft + Attio
What Zoft can do with Attio.
- 01Voice agentsA phone agent can use Attio actions such as Create Note and Create Task during the call, then hand off to a person when it should.
- 02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Attio while it talks to the customer.
- 03WorkflowsStart a workflow when “Record Created” happens in Attio, or use Attio as any step on the canvas.
- 04AI employeesAn AI employee can find and use Attio actions on its own, and ask for your approval before it sends or changes anything important.
Actions 15
Things Zoft can do in Attio.
- Get TaskFetch a single task by its ID.
- Get RecordRetrieve a single record by ID and return its normalized attribute values.
- List TasksList tasks with optional filters by linked record, assignee, or completion status.
- Create NoteCreates a new note on a record.
- Create TaskCreate a new task in Attio, optionally linked to a record and assigned to a member.
- Delete TaskPermanently delete a task by its ID.
- Find RecordSearch for records in Attio using filters and return matching results.
- Update TaskUpdate an existing task in Attio.
- Create List EntryAdd a record to a specified list.
- Update List EntryUpdate the attributes of an existing entry in a list.
Show all 15Show fewer
- Create RecordCreates a new record such as peron,company or deal.
- Update RecordUpdate an existing record with new attribute values.
- Custom API CallMake a custom API call to a specific endpoint
- Find List EntrySearch for entries in a specific list in Attio using filters and return matching results.
- Get Call TranscriptFetches the full transcript for a given call recording.
Triggers 5
Events in Attio that can start a workflow.
- Record CreatedTriggers when a new record such as person,company or deal is created.
- Record UpdatedTriggers when an existing record is updated (people, companies, deals, etc.).
- List Entry CreatedTriggers when a new entry is added.
- List Entry UpdatedTriggers when an existing entry is updated.
- Call Recording CreatedTriggers when a call recording finishes and its media upload is complete.
Setup
Connect Attio in three steps.
- 01ConnectChoose Attio in Connections and paste an API key from your Attio account.
- 02Put it to workAdd Attio as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
- 03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.
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FAQ
Attio on Zoft, answered.
What can Zoft do with Attio?
Zoft supports 15 actions and 5 triggers for Attio. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.
How do I connect Attio to Zoft?
Choose Attio in Connections and paste an API key from your Attio account.
Can a voice agent or chat agent use Attio?
Yes. Once Attio is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.
Can an AI employee work in Attio without supervision?
Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.