Attio

Attio

CRM platform API for managing records, lists, notes, tasks, and custom objects in Attio workspaces.

OAuth69 tools

Three ways to use Attio

Chat with Geni

Ask Geni to pull data, take actions, or answer questions using this integration in a conversation.

Build a workflow

Create automated workflows that trigger on events, run on a schedule, or chain multiple tools together.

Power an app

Use this integration as a data source or action layer behind a dashboard, form, or internal tool.

Supported tools

Actions your AI agents can perform with Attio.

Assert a List Entry (Upsert by Parent)

Upserts a list entry by parent record: creates if no match, updates if match exists, errors if multiple matches.

Tool

Assert a Record (Upsert)

Upserts a record: creates if no match on the matching attribute, updates if match exists.

Tool

Create a Comment

Creates a comment on a record, list entry, or as a reply to an existing thread.

Tool

Create a File or Folder Entry

Creates a folder, connected file, or connected folder entry on a record.

Tool

Create a List

Creates a new list with specified parent object type and access settings.

Tool

Create an Attribute

Creates a new attribute on an object or list.

Tool

Get started automating Attio

1Connect your account
2Choose a trigger or tool
3Configure the workflow
4Refine the process
5Turn it on

Your Attio workflows, on autopilot.