Attio

Add or update people and companies in Attio CRM, search them by name, and log notes from the page you are on.

Needs an Attio connection — 

Pick a saved connection in the Credential field, or create one from there. It signs in with a Bearer Token.

Connect Attio →

What it does

The Attio node works on three kinds of things (Resource):

• Person: Create or update a person, keyed by email, or Search people by name.
• Company: Create or update a company, keyed by domain, or Search companies by name.
• Note: Create a note on a person or company record.

Create or update first looks for a record with the same email (people) or domain (companies). If one exists, it is updated; otherwise a new record is created. The result says which happened. Fields you leave empty are not sent, so an update never blanks a value already in Attio.

A Note is plain text: your Note text, then the Selection in quotes, then Source: and the Source URL, each separated by a blank line. Without a Title, the note is called Note.

When to use it

• Log the LinkedIn profile or company site you are viewing as a CRM contact.
• Keep a lead up to date each time you visit their page, without creating duplicates.
• Save a quote from a page as a note on the right person or company.
• Use HubSpot or Pipedrive instead if your CRM is there.

Inputs and settings

适用于所有选项

设置项	类型	作用
Credential 必填（必填）	Credential	An Attio API key (Workspace settings → Developers → Access tokens). It is account-wide — it can read and write everything your workspace permits. Keep it secret.

5 个选项 · 选择“Resource and Operation”以查看其设置

Person

Create or updateSearch

Company

Create or updateSearch

Note

Create

Person · Create or update 的设置

设置项	类型	作用
Email 必填（必填）	Text	The person’s email — the unique key used to find an existing record.
First name	Text
Last name	Text
Phone	Text
Job title	Text

正在显示 Person · Create or update 的设置

Need an operation that isn't listed? — 

Call the Attio API yourself with the HTTP Request node, and pick the same connection in its Credential field.

Use HTTP Request →

• Domain is the bare domain, for example acme.com, not a full URL.
• Search matches records whose name contains Query. Without Limit, it returns up to 10 results.
• Record ID for a note is the record’s id from a previous Attio step, for example {{ $('Attio').id.record_id }}.

Outputs

• Output

• Create or update returns the record: id.record_id, values (each attribute as a list of Attio values) and created, which is true for a new record and false for an update. Branch on it with IF.
• Search returns data, a list of matching records.
• Note → Create returns the note, with its id in id.note_id.

Dependencies and credentials

• Credential (connection, Bearer Token): required. See Connect Attio.

Use an Attio API key, created in Attio under Workspace settings → Developers → Access tokens. It can read and write everything your workspace allows, so keep it secret. Save it as a Bearer Token credential: see Create a credential.

Example workflow

1. A Context Menu trigger runs when you right-click a profile page.
2. Get All Text reads the page.
3. Information Extractor pulls out email, firstName, lastName and jobTitle.
4. Attio, Person → Create or update, with Email {{ $input.email }}, First name {{ $input.firstName }} and so on.
5. Attio, Note → Create, Attach to Person, Record ID {{ $input.id.record_id }}, Note Seen on the web, Source URL set to the page URL.

Common issues

• “Attio API Error: 401 Unauthorized — the API key is missing or invalid”. The key is wrong or was revoked. Create a new one in Attio and update the credential.
• A duplicate record was created. Two Create or update steps for the same email or domain ran back to back, before Attio could find the first record. Space them out, or run them one at a time.
• The run is blocked in the web app. Attio runs through the browser extension. Install the extension and allow Attio for this workflow when asked, or run the workflow from the extension.

Related nodes

• Information Extractor: turn page text into contact fields.
• HubSpot and Pipedrive: other CRMs.
• Http Request: call Attio API endpoints this node does not cover.