Popular Zapier triggers and actions 

To help you get the most out of your automation workflows in Zapier, here are some of the most popular triggers and actions being used by the Attio community. Learn more about how to use our Zapier app.

Popular Attio triggers

Triggers kick off the automation process and set your workflow running. Your Zap lies in wait for this event to occur, and once it does, your Zap will run. Learn more about triggers.

Some of the following triggers and actions will only run correctly if you have connected Attio and Zapier using an API key with read-write permissions. Learn more about permissions.

New entry

Use this trigger to run your Zap whenever a new entry is added to a list in Attio.

Entry status changed

This trigger will run your Zap whenever an entry in a list changes kanban status.

Entry Attribute changed

When an attribute changes for an entry in a list, your Zap will run.

Popular Attio actions

Actions are one or more events that occur after your Zap has been triggered - it’s what your Zap actually does for you. Learn more about actions.

Find or create person

Use this action to tell Zapier to either find an existing person record in your Attio workspace, or create a new one. Note that in order to find an existing person record, you must provide an email address. If you only provide a name, a new person record will always be created.

Find or create company

Use this action to tell Zapier to find an existing company record in your Attio workspace, or create a new one. Note that in order to find an existing company record, you must provide a domain. If you only provide a name, a new company record will always be created.

Find or create entry

Use this action to tell Zapier to find an existing entry in your list, or create a new one. Remember that an entry is a reference to a record in your workspace, so you’ll need to have found or created a person/company first.

Link person and company

Use this action to tell Zapier to link a person record to a company record as a team member of that company.

Create note

Use this action to tell Zapier to create a note on a record.

Create storage location

Use this action to tell Zapier to connect a folder from a file provider (e.g. Dropbox) to a record.

Update entry attribute values

Use this action to tell Zapier to change the list attribute values for a given entry in a list, such as kanban stage.

Update record attribute values

Use this action to tell Zapier to change record attribute values for a record.