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Sales & customer data

Attio + Era

Manage records, notes, tasks, lists, comments, and more in Attio CRM

Connect Attio to EraAll apps
Category
Sales & customer data
Connection
Sign in with your account
Actions
40
Triggers
17

What Era can do with Attio

Each of these is a ready step in Era’s chat and workflows.

Actions40

  • List Records
  • Get Record
  • Create Record
  • Update Record
  • Delete Record
  • Search Records
  • Assert Record (Upsert)
  • List Notes
  • Get Note
  • Create Note
  • Delete Note
  • List Tasks
  • Create Task
  • Update Task
  • Delete Task
  • List Objects
  • Get Object
  • Create Object
  • Update Object
  • List Lists
  • Get List
  • Create List
  • Update List
  • Query List Entries
  • Get List Entry
  • Create List Entry
  • Update List Entry
  • Delete List Entry
  • List Members
  • Get Member
  • Create Comment
  • Get Comment
  • Delete Comment
  • List Threads
  • Get Thread
  • List Webhooks
  • Get Webhook
  • Create Webhook
  • Update Webhook
  • Delete Webhook

Events that start a workflow17

  • Record Created
  • Record Updated
  • Record Deleted
  • Record Merged
  • Note Created
  • Note Updated
  • Note Deleted
  • Task Created
  • Task Updated
  • Task Deleted
  • Comment Created
  • Comment Resolved
  • Comment Unresolved
  • Comment Deleted
  • List Entry Created
  • List Entry Updated
  • List Entry Deleted

How to connect

  1. 1

    In Era, find Attio under Apps and press Connect.

  2. 2

    Sign in with your Attio account and allow access.

  3. 3

    Now you can ask Era, or use it in your workflows.

Era modules it works with

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