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Introduction to our Zapier app

Attio's Zapier app is a great way to build integrations with your other tools.

Zapier's visual workflow builder means that you don't need to be able to code in order to create production-ready automations.

Fundamentals

Steps

Steps are the blocks that you use to build out your workflow and can be divided into 3 categories: triggers, actions, and searches.

Triggers can only be used at the start of a flow. Once activated, they sit and wait - watching for the moment where they should begin working through the rest of the flow.

Actions and searches can be placed anywhere after a trigger. Each of them does a specific thing, often taking in some sort of data and then outputting a new set of data.

The data that a step outputs is called the 'response object' and can be referred back to as an input for all proceeding steps as part of a 'dynamic link'.

Response objects

The response object is a way to organize all of the data a step has returned.

The format is hierarchical, so values are nested within their parents.

As an example, here's a reduced response object for a new entry trigger in Attio.

Note that there are two id values here.

The first is the ID of entry, while the second is the ID of the collection the entry's in.

When creating a dynamic link between two steps, be sure to use the correct value. Checking that only the name is correct is sometimes not enough!

Dynamic linking

Zapier's power comes from being able to reference the output of one step (the response object), and use it as the input for another step.

By creating these 'dynamic' links, you'll be able to build out workflows that change depending on what triggered the flow.

Triggers

New entry

Triggers when a new entry is added to a collection.

Setup requires you to select the collection you'd like to monitor for new entries.

Every time it's triggered the step will return the full response object of the entry that's just been added.

Entry attribute changed

Triggers when any entry in a chosen collection has an attribute changed.

Like with the new entry trigger, this trigger will return the full response object of the updated entry.

Entry status changed

Triggers when any entry in a chosen collection and status attribute has its status changed.

This trigger works in the same way as the entry attribute changed trigger, except you can define exactly which collection and status attribute you'd like to monitor.

The full response object of the the moved entry is returned.

The entry response object

All of Attio's triggers return a response object that contains all the information about the triggering entry.

Commonly used fields include:

Entry ID : the ID of the entry

Attributes {attributeID} : the value the entry has for a specific attribute ID

Record ID : the ID of the contact used to create the entry (one contact can have many entries)

Record Name : the name of the contact used to create the entry

Record Domains : an array of domains associated with the contact

Collection ID : the ID of the collection the entry's in

Collection Name : the name of the collection the entry's in

Actions

Find or create company

Will attempt to create a company with the given details and then return a response object for that company.

If the company already exists in your workspace then instead of creating it again, it'll return a response object for the company that already exists.

Either a Name or at least one Domain is required.

Name : the name of the company

Domains : one or more domains related to the company, ordered by importance (be sure to remove prefixes like https:// and www.)

Find or create person

Will attempt to create a person with the given details and then return a response object for that person.

If the person already exists in your workspace then instead of creating them again, it'll return a response object for the person that already exists.

Either a First Name or at least one Email is required.

First Name : the first name of the person

Last Name (optional) : the last name of the person

Email Addresses : one or more email addresses related to the person, ordered by importance

Create a link between a person and a company so that they show up on each others 'Team' tab in Attio.

It's possible to set a role for the link, e.g. 'Head of Business Development', and also a timeframe.

Company Record ID : the ID of the company (be sure that this isn't an entry ID)

Person Record ID : the ID of the person (be sure that this isn't an entry ID)

Title (optional) : the name you'll give the link, e.g. 'Head of Business Development'

Start Date (optional) : the date the connection started (supported time formats)

End Date (optional) : the date the connection ended (supported time formats)

Find or create entry

Three methods in one. It can either:

  • Create an entry, even if another entry for that contact exists
  • Find an entry
  • Attempt to find an entry and create one if one doesn't exist

Record Type : the type of the contact being used to create the entry, if it can be either then use a dynamic link back to the contact's response object's Contact type field

Record ID : the ID of the contact being used to create the entry (be sure that this isn't an entry ID)

Action : set which method you'd like from the above three

Collection : the ID of the collection you'd like to search/add the entry to

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Find Entry and Find or Create Entry only:

Kanban Attribute (optional) : narrow down your search to a specific status attribute

Kanban Status (optional) : further narrow down your search to a specific status

Update entry attribute

Will update a specific attribute on an entry of your choosing.

Entry ID : the ID of the entry (be sure this isn't a contact ID)

Collection : the ID of the collection the entry's in, if this is dynamic you can create a dynamic link back to the entry's response object's Collection ID field

Attribute : the ID of the attribute

Attribute Value : the value of that you're giving the attribute

Create storage location

Automatically connect a third-party cloud storage provider's folder to a contact's 'File' tab.

Storage Provider : your third-party provider

Record Type : the type of the contact being used to create the entry, if it can be either then use a dynamic link back to the contact's response object's Contact type field

Record ID : the ID of the contact being used to create the entry (be sure that this isn't an entry ID)

Folder ID : the ID of the folder, this will need to be found through your third-party provider's Zapier app

Drive ID (for Microsoft OneDrive only) : the folder's Drive ID

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