Common patterns in Zapier

How to implement common patterns using Attio's Zapier integration.

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You can also get started with one of our pre-made template Zaps.

Find a record by unique attribute

When dealing with data in external systems, you will often want to look up records by attributes such as email address or domain rather than by Attio-specific IDs. You can achieve this by using the Create or Update Record action.

  1. Add the Create or Update Record action to your Zap.

  2. Set the Matching Attribute field to the value you would like to look up the record by. For example, you may want to use the email addresses attribute to look up a person record.

  3. Populate the required value for the matching attribute.

  4. Optionally, use the Attributes field to write any other data you need. Select any attributes you would like to update data for, and then fill in their values below.

You now have access to the created or found record in later steps of your Zap.

Note that this flow will create a new record if one does not yet exist.

Add a record to a list

To add a record to a list, first obtain its ID, then use that ID to create a new list entry.

Step 1: Find or create your record

Attio's Zapier integration provides multiple sources for record IDs:

  1. Record Created (trigger)

  2. Record Updated (trigger)

  3. Create Record (action)

  4. Create or Update Record (action) - see "Find a record by unique attribute" above

Ensure that you have one of the triggers or actions above in your Zap, then proceed to step 2.

Step 2: Use the Create List Entry action or Create or Update List Entry by Parent Record action

Now that you have access to a Record ID, you can create the list entry.

If you only want to create the entry and do not care about duplicates, use the Create List Entry action. Note that this action will create multiple entries for the same record if fired multiple times with the same record ID. If you want to ensure your record appears at most once in the list, use the Create or Update List Entry by Parent Record action. This will update the existing entry if the record is already in the list, and create a new entry if the record is not yet in the list.

  1. Select the list you would like to add the record to using the List field.

  2. Select the parent object for your record. For example, if you are adding a company to the list, select "Company" here.

  3. Set the value of the Parent Record ID field to the record ID value from step 1. Use field mapping and search for "record id".

  4. Select any attributes that you would like to write data to.

Create or update a relationship between two records

Updating a relationship attribute happens just like updating any other attribute in Zapier.

To set a relationship, first add one of the following actions to your Zap:

  • Create Record

  • Update Record

  • Create or Update Record

Then, select the relationship attribute you would like to update using the Attributes field. This will cause a corresponding value field to appear in your action configuration. If the attribute is required, the corresponding field will appear automatically and you won't need to select it manually.

Note that you will only need to update one end of the relationship. For example, if you update the Team attribute on a company, the Company attribute on the relevant person will update for you.

Trigger a Zap from an Attio Workflow

Sometimes, you need to connect an Attio workflow to external services through Zapier. Here's how to achieve that:

  1. Create a new Zap using the "Webhooks by Zapier" trigger. Select either the "catch hook or "catch raw hook" option, depending on your use case.

  2. Copy your Zapier webhook URL from the test section of the webhook trigger created in step 1. It should look something like this: https://hooks.zapier.com/hooks/catch/01677245/3u8g711/

  3. Add the "Send HTTP request" block to your Attio workflow. Set the URL attribute to the value from step 2. Configure the JSON payload to whatever data you need to send across to Zapier.

  4. Run your Attio workflow to send a test event to Zapier. This will allow Zapier to infer the data type for subsequent steps in the Zap.

  5. Configure the rest of your Zap.