crm · 0 triggers · 105 actions
Attio is a fully customizable workspace for your team's relationships and workflows. Add Attio to your Stream Deck workflows with guided setup for the connection details it needs.
Add Attio to a workflow and pair it with a Stream Deck button to run it in one press — handy for crm tasks. Combine it with OBS, your Elgato tools, or any other app you connect to build a routine that fits how you work.
Browse all templatesSteps your workflow can perform in Attio.
Creates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated. If no company is found, a new one will be created. Use this when you prefer to update records on conflicts.
Tool to create or update person records using a unique attribute to search for existing people. Use when you want to ensure a person exists with specific details without creating duplicates.
Tool to create or update people, companies and other records in Attio using a matching attribute. Use when you want to avoid duplicate records - if a record with the same value for the matching attribute is found, it will be updated; otherwise a new record is created. If you want to avoid matching and always create new records, use the Create Record endpoint instead.
Creates or updates a user record in Attio using a unique attribute to search for existing users. If a user is found with the same value for the matching attribute, that user will be updated. If no user is found, a new one will be created. Use this to ensure user records exist without duplicates.
Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated. If no workspace is found, a new one will be created.
Tool to create a new comment on a thread, record, or list entry in Attio. Use when you need to add a comment to an existing conversation, a record (like a person, company, or deal), or a list entry.
Creates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains. If you prefer to update company records on conflicts, use the Assert company record endpoint instead. Note: The logo_url attribute cannot currently be set via the API.
Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes. Minimal requirement is providing at least one attribute value.
Attio is a fully customizable workspace for your team's relationships and workflows.
Create your Conductor Deck account: no credit card required.
Follow the setup prompts for Attio. Conductor Deck handles the app authorization or required connection details inside the workflow builder.
Add an Attio action to your visual workflow canvas. Configure the options you need, then connect it to other steps.
Sync your workflow to any Stream Deck button. Press once to trigger the entire sequence.
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