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.
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.
Use this trigger to run your Zap whenever a new entry is added to a collection in Attio.
This trigger will run your Zap whenever an entry in a collection changes kanban status.
When an attribute changes for an entry in a collection, your Zap will run.
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.
This action will tell Zapier to either find an existing person in your Attio workspace, or create a new one.
Use this action to tell Zapier to find an existing company in your Attio workspace, or create a new one.
Use this action to tell Zapier to find an existing entry in your collection, 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.
This action will tell Zapier to change the attributes of a given entry in your collection, such as kanban stage.
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