Overview
Connect Attio to Taskade so your CRM and your project work share one loop. A new or changed record can start an automation, and any automation can write records, list entries, and notes back to Attio.
TL;DR: Attio connects to Taskade automations with the access token of an Attio integration. Triggers start an automation when a record of an object is created or updated. Actions create, update, find, and read records, add a record to a list, and add a note. Attio steps need Pro and up.
Before You Start
- What you need: An Attio workspace where you have the Admin role and a Taskade workspace
- Plan: Pro and up. On Free and Starter, the Attio steps show a PRO badge and open the upgrade page.
- Time: About 5 minutes
Step 1: Create an Attio Access Token
- In Attio, open Workspace settings, then Developers.
- Create a new integration, for example "Taskade", and open its Access token.
- Give the token these scopes: Records read-write, Object configuration read, List entries read-write, List configuration read, Notes read-write, and Webhooks read-write.
- Copy the access token.
Step 2: Connect Attio in Taskade
Taskade stores the connection for the whole workspace, so every automation that uses Attio reuses it.
- Open Automations in your workspace, and click Create.
- Add a trigger or a step, and search for Attio.
- Click Connect.
- Paste the token into Access Token.
- Save the connection. Taskade tests it with Attio before it saves it.
Step 3: Pick a Trigger or an Action
Pick a Attio trigger to start an automation, or add a Attio action after any trigger. See Automation Triggers and Automation Actions for the Taskade steps that you can combine with them.
| Trigger | Starts the automation when |
|---|---|
| Record Created | A record of the Attio object that you pick is created, for example a new person or company. |
| Record Updated | An attribute changes on a record of the object that you pick. Attio sends one event for each changed attribute. |
| Action | What it does |
|---|---|
| Create Record | Creates a person, a company, a deal, or a record of a custom object. |
| Update Record | Changes attribute values on an existing record. Only the given attributes change. |
| Find Record | Finds records whose attributes equal the given values, for example a person by email. |
| Get Record | Reads one record by its record ID, with all of its attribute values. |
| Add Record to List | Adds a record to a list, for example a sales pipeline, with optional list values such as the stage. |
| Create Note | Adds a note with a title and a body to a record, for example a call summary. |
You are done when a test record in Attio starts the automation and the result shows in Taskade or back on the record.
Build Your First Attio Automation
Start from one of these patterns, then add your own steps.
| Goal | Trigger | Steps that follow |
|---|---|---|
| Brief each new account | Record Created on Companies | Ask Agent for a short brief, then Create Note on the record |
| Move a deal into the pipeline | A Taskade task is completed | Find Record, then Add Record to List with the stage |
| Sync contacts from a form | A form submission | Find Record by email, then Create Record if none is found |
To describe an automation in plain words instead, ask Taskade EVE in your workspace. For example:
Build an automation that uses Attio. When the trigger fires, add a task with the details to a project that I pick. Do not add any other steps yet.
The last sentence of the prompt keeps the first draft small, so you can test one step before you add more.
Frequently Asked Questions
Why does one edit start my automation more than once?
Attio sends one event for each changed attribute. If you edit three fields at once, the Record Updated trigger starts the automation three times. Add a Filter Data step to act on only the attribute that you need.
Which Attio role do I need?
You need the Admin role in the Attio workspace to create the integration and its access token.
Related guides
- Pipedrive Integration. Another CRM for automations.
- HubSpot Integration. Connect HubSpot contacts and deals.
- Tools for AI Agents. Let an agent research an account.
- Automation Triggers. See every way to start an automation.
- Automations & Execution. Chain triggers and actions across 100+ integrations.
- Explore integrations and browse automations.