Typeform app
Use Typeform responses in Attio workflows.
Available on all plans.
Admins can install the Typeform app.
Once installed, all members can use it in workflows.
Connect your Typeform account
Attio uses two separate connection types for Typeform. Which one you need depends on whether you're using legacy workflows or new workflows.
Legacy workflows
Legacy workflows use a Legacy workflow connection, set up by an admin:
Click your workspace name in the upper-left of Attio, then select Workspace settings.
Navigate to Apps, search for and select Typeform, then click Install.
Log in to Typeform if you're not already signed in, then click Accept.
Once this connection is set up, all members of your Attio workspace have access to all Typeform workspaces the connecting account belongs to. If you're concerned about sharing access to multiple Typeform workspaces, use a separate email address for each one to restrict access.
New workflows
New workflows use Member connections instead. The Form submitted trigger runs as a specific workspace member, so that member needs their own Typeform connection.
Navigate to Workspace settings > Apps > Typeform.
Under Member connections, click Connect next to your name and log in to Typeform.
When building a workflow, choose to run the trigger as yourself or as another member who's already connected their account.
Use Typeform with workflows
Once you have connected your Typeform account, you will see a Typeform Form Submitted trigger available for you to use in workflows.
Select the Typeform Form Submitted trigger.
In the trigger configuration, select the Typeform connection you created.
Under Forms, choose the form you want to respond to.
The answers for the form will now be available as outputs to use in the rest of your workflow.
Updates to your form
Legacy workflows
If you make updates to your form, you need to re-sync the changes to your workflow. Open the Typeform trigger block, click Refresh trigger in the top-right, then re-publish the workflow.
New workflows
Form changes don't require any manual re-syncing and won't stop your workflow from running. If you're working in the workflow editor when you update your form, refresh the page to see your latest fields.
If you remove a field that a later block relies on, that block will fail, since the data it expects is no longer there. This is intended, so the workflow stops rather than running on missing information.
Typeform inputs
Only supported inputs are mapped into Attio. What happens when a form contains an unsupported input depends on which type of workflow you're using:
Legacy workflows: submitting the form won't trigger the workflow in Attio.
New workflows: the input is left out of the trigger block's outputs, but the block and the rest of the workflow still run.
Supported Typeform inputs
Short Text
Long Text
Date - day-level precision, without timezones. If parsing to a timestamp in Attio, timezone adjustments will be made
Email
Website - outputted as a domain, not a URL (e.g. "attio.com/help" is trimmed to "attio.com"). To process full URLs, use Short Text instead
Phone Number
Number
Rating, Opinion Scale, and NPS - outputted as integers
Legal - outputted as a boolean, and can only ever be "true", since the form can't be submitted without accepting
Dropdown
Multiple choice
Group and Address - each sub-input becomes a separate output value, prefixed with the group's title
Contact Info
Checkbox, Yes/No, and Inline Group - new workflows only
Unsupported Typeform inputs
Matrix - use Dropdown or Multiple choice instead
Calendly - events remain bookable in your form, but response data isn't available in block outputs
File Upload - files remain uploadable, but file data isn't available in block outputs
Picture Choice
Statement
Information about start screens, end screens, and form logic does not sync to Attio.