Integrate Attio with Retently
Sync customer profiles between Attio and Retently to ensure up-to-date contact information and preferences. Trigger NPS/CSAT surveys based on significant updates or interactions within Attio, such as task completions or record updates, to gather timely feedback.
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About Attio
Attio is a customer relationship management (CRM) tool that allows users to manage contacts, records, and tasks. It provides capabilities to create, update, and delete records and tasks while maintaining customizable entries in lists.
Attio to Retently
List Entry Created
Triggers when a record, such as a person, company or deal, is added to a list.List Entry Updated
Triggers when an attribute on a list entry is updated.Record Deleted
Triggers when a record, such as a person, company or deal, is deleted.Task Created
Triggers when a task is created.List Entry Deleted
Triggers when a record is removed from a list.Record Created
Triggers when a record, such as a person, company or deal, is created.Record Updated
Triggers when values on a record, such as a person, company or deal, are updated.Retently to Attio
Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't exist, otherwise it is updated.Create Note
Creates a new note on a given record.Create Storage Location
Connects a folder from a file provider (e.g., Dropbox) to a record.Delete List Entry
Deletes an existing entry from a specified list.Update Record
Updates values on a person, company or other record.Find List Entry
Finds an entry in a list by list attributes. Returns the entry and it's parent record data if matches exist.Create or Update List Entry by Parent Record
Creates or updates a list entry by parent record. Updates if an entry for the parent exists, otherwise creates a new entry.Create List Entry
Adds a record to a specified list and sets values for the new entry.Create Record
Creates a record, such as a person, company or deal. Will fail if a conflicting record already exists.Create Task
Creates a new task.Update List Entry
Updates values on an existing entry in a specified list.Update Task
Updates an existing task.Find Record
Finds a record by unique attributes.
Alex Bitca
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