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Attio Automation

Build Attio automation with AI agents in Sim. Manage records, notes, tasks, lists, comments, and more in Attio CRM.

Attio is a Sim integration in the Sales category. Sim is the AI workspace where teams build and deploy AI agents. Sim's Attio integration provides 45 tools and 22 triggers that AI agents can use inside Sim's visual workflow builder. Attio connects with one-click OAuth. Free to start at sim.ai.

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What Sim agents can do with Attio

Connect Attio to Sim and run Attio automation across your CRM workflows. Manage records, notes, tasks, lists, list entries, comments, workspace members, and webhooks from one AI workspace. This Attio integration helps teams automate CRM updates, trigger agents from Attio events, and connect customer data to the rest of their go-to-market stack.

Category
Sales
Authentication
OAuth
Tools
45
Triggers
22
Documentation
Attio docs

How to automate Attio with Sim

  1. Create a free account

    Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

  2. Add an Attio block

    Open your workspace, drag an Attio block onto the workflow builder, and connect your account with one-click OAuth.

  3. Configure, connect, and run

    Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Attio automation is live.

Attio triggers

Add an Attio trigger to a Sim agent and it starts a run whenever one of these Attio events occurs.

Attio Record Created

Trigger workflow when a new record is created in Attio

Attio Record Updated

Trigger workflow when a record is updated in Attio

Attio Record Deleted

Trigger workflow when a record is deleted in Attio

Attio Record Merged

Trigger workflow when two records are merged in Attio

Attio Note Created

Trigger workflow when a new note is created in Attio

Attio Note Updated

Trigger workflow when a note is updated in Attio

Attio Note Deleted

Trigger workflow when a note is deleted in Attio

Attio Task Created

Trigger workflow when a new task is created in Attio

Attio Task Updated

Trigger workflow when a task is updated in Attio

Attio Task Deleted

Trigger workflow when a task is deleted in Attio

Attio Comment Created

Trigger workflow when a new comment is created in Attio

Attio Comment Resolved

Trigger workflow when a comment thread is resolved in Attio

Attio Comment Unresolved

Trigger workflow when a comment thread is unresolved in Attio

Attio Comment Deleted

Trigger workflow when a comment is deleted in Attio

Attio List Entry Created

Trigger workflow when a new list entry is created in Attio

Attio List Entry Updated

Trigger workflow when a list entry is updated in Attio

Attio List Entry Deleted

Trigger workflow when a list entry is deleted in Attio

Attio List Created

Trigger workflow when a list is created in Attio

Attio List Updated

Trigger workflow when a list is updated in Attio

Attio List Deleted

Trigger workflow when a list is deleted in Attio

Attio Workspace Member Created

Trigger workflow when a new member is added to the Attio workspace

Attio Webhook (All Events)

Trigger workflow on any Attio webhook event

Agent templates

Ready-to-use templates featuring Attio. Click any to build it instantly.

Attio tools

45 Attio tools available to Sim agents.

List Records

Query and list records for a given object type (e.g. people, companies)

Get Record

Get a single record by ID from Attio

Create Record

Create a new record in Attio for a given object type

Update Record

Update an existing record in Attio (appends multiselect values)

Delete Record

Delete a record from Attio

Search Records

Fuzzy search for records across object types in Attio

Assert Record (Upsert)

Upsert a record in Attio — creates it if no match is found, updates it if a match exists

List Notes

List notes in Attio, optionally filtered by parent record

Get Note

Get a single note by ID from Attio

Create Note

Create a note on a record in Attio

Delete Note

Delete a note from Attio

List Tasks

List tasks in Attio, optionally filtered by record, assignee, or completion status

Get Task

Get a single task by ID from Attio

Create Task

Create a task in Attio

Update Task

Update a task in Attio (deadline, completion status, linked records, assignees)

Delete Task

Delete a task from Attio

List Objects

List all objects (system and custom) in the Attio workspace

Get Object

Get a single object by ID or slug

Create Object

Create a custom object in Attio

Update Object

Update a custom object in Attio

List Lists

List all lists in the Attio workspace

Get List

Get a single list by ID or slug

Create List

Create a new list in Attio

Update List

Update a list in Attio

Query List Entries

Query entries in an Attio list with optional filter, sort, and pagination

Get List Entry

Get a single list entry by ID

Create List Entry

Add a record to an Attio list as a new entry

Update List Entry

Update entry attribute values on an Attio list entry (appends multiselect values)

Delete List Entry

Remove an entry from an Attio list

List Members

List all workspace members in Attio

Get Member

Get a single workspace member by ID

Create Comment

Create a comment on a list entry in Attio

Get Comment

Get a single comment by ID from Attio

Delete Comment

Delete a comment in Attio (if head of thread, deletes entire thread)

List Threads

List comment threads in Attio, optionally filtered by record or list entry

Get Thread

Get a single comment thread by ID from Attio

List Webhooks

List all webhooks in the Attio workspace

Get Webhook

Get a single webhook by ID from Attio

Create Webhook

Create a webhook in Attio to receive event notifications

Update Webhook

Update a webhook in Attio (target URL and/or subscriptions)

Delete Webhook

Delete a webhook from Attio

List Attributes

List the attributes (schema fields) defined on an Attio object or list

Get Attribute

Get a single attribute (schema field) on an Attio object or list

Create Attribute

Create a new attribute (schema field) on an Attio object or list

Update Attribute

Update an attribute (schema field) on an Attio object or list

Frequently asked questions

Sim's Attio integration adds 45 tools and 22 triggers to the AI agents you build in Sim's visual workflow builder. Manage records, notes, tasks, lists, comments, and more in Attio CRM.

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