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
If you make updates to your form, you will need to re-sync the changes to your Attio workflow. To do that, open the Typeform trigger block and click Refresh trigger in the bottom-right corner.
Typeform inputs
Ensure that only supported Typeform inputs are included in any forms you integrate with Attio. When a form includes an unsupported input, submitting the form will not trigger the Attio workflow.
Supported Typeform inputs
The following Typeform inputs are able to be used in Attio workflows:
Long Text
Short Text
Date - represented to day-level precision, without timezones. If parsing to a timestamp value inside Attio, please note that timezone adjustments will be made
Email
Website - outputted as a domain, not a URL (e.g. “attio.com/help” will be trimmed to “attio.com”). If you would like to process full URLs, use the Short Text input, which will utilize a plaintext value in Attio
Phone Number
Rating - outputted as an integer
Opinion Scale - outputted as an integer
NPS - outputted as an integer
Number
Legal - outputted as a boolean. This value can only ever be “true”, as it is not possible to submit a form without accepting
Group - each sub-input of groups will be separated into separate output values with the name prefixed to the title of the group
Address - each sub-input of address inputs will be separated into separate output values with the name prefixed to the title of the group
Multiple choice
Dropdown
Contact Info
Unsupported Typeform inputs
The following Typeform inputs can't be used in Attio workflows. If your form includes any of them, submitting the form won't trigger the workflow in Attio.
Matrix - currently unsupported. Instead, you can use dropdown or multiple-choice inputs
Calendly - Calendly events in your forms will still be bookable, but response data will not be available in block outputs
File Upload - files will still be uploadable in your form, but file data will not be available in block outputs
Picture Choice - currently unsupported
Statement - currently unsupported
Checkbox - currently unsupported
Information about start screens, end screens, and form logic does not sync to Attio.