Update Attio When a Customer Pays with AI

What does this Attio automation do?

A new Stripe payment finds the matching Attio record and updates it.

What can you do with it?

• Keep payment status current on the record
• Avoid a manual revenue sync
• Give account owners real numbers

The Steps

This automation runs in 3 steps:

1. When Stripe: New Payment
2. Then Attio: Find Record
3. Then Attio: Update Record

Who is this automation for?

Built for teams that track revenue in the CRM. A new Stripe payment finds the matching Attio record and updates it.

How do you set it up?

• Open the "Automations" tab in your workspace.
• Click ➕ Add automation, then start from scratch.
• Add the trigger "New Payment" from Stripe.
• Add the action "Find Record" from Attio.
• Add the action "Update Record" from Attio.
• Connect your Attio account when prompted, then enable the toggle in the top-right corner.

Prefer to describe it instead? Click Build this flow with AI above and Taskade wires the trigger, the steps for you.