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feat: Adding Attio Piece#7669

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kishanprmr merged 12 commits intoactivepieces:mainfrom
AnkitSharmaOnGithub:feature/Attio-piece
Jun 20, 2025
Merged

feat: Adding Attio Piece#7669
kishanprmr merged 12 commits intoactivepieces:mainfrom
AnkitSharmaOnGithub:feature/Attio-piece

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@AnkitSharmaOnGithub AnkitSharmaOnGithub commented May 10, 2025 •
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What does this PR do?

Attio is a modern, collaborative CRM platform built to be fully customizable and real-time, helping teams manage relationships, workflows, and data with ease. It combines powerful automation with flexibility, enabling users to build their own CRM around unique workflows.

Explain How the Feature Works

This integration allows automation builders and AI agents to connect Attio with other tools to automate contact management, task creation, note logging, and list organization.

Demo Video

Link

The integration supports:

  • Trigger-based automation (on data creation or updates)
  • Write operations to log or update data
  • Search capabilities for data retrieval

⚡ Triggers

Trigger Description
List Entry Created Automatically adds new CRM leads to an email marketing campaign upon creation.
List Entry Updated Syncs contact updates from Attio to platforms like Google Contacts.
Record Created Notifies the sales team via Slack when a new person is added to Attio.
Record Updated Initiates due diligence workflows for every updated registered organization.

🛠️ Write Actions

Action Item Description
Create Entry Logs support tickets received via email into a customer service list for tracking.
Update Entry Updates respondents’ status fields based on sentiment analysis of feedback forms.
Create Record Adds new records (person, company, or deal) to Attio.
Update Record Modifies existing record details in Attio.

🔍 Search Actions

Action Item Description
Find Record Retrieves a record from Attio using unique attributes.
Find List Entry Locates a specific list entry within Attio based on defined search criteria.

Relevant User Scenarios

  • Automating marketing outreach when new leads are added.
  • Keeping third-party contact systems (e.g., Google Contacts) in sync with Attio.
  • Logging support tickets and task updates from external tools into Attio automatically.
  • Enhancing sales operations with real-time Slack notifications.
  • Streamlining compliance or due diligence workflows through triggered updates.

Fixes #7668
/claim #7668

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@algora-pbc algora-pbc bot mentioned this pull request May 10, 2025
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AnkitSharmaOnGithub commented May 11, 2025

@kishanprmr I have completed the PR. And, it is ready for review. Thanks.
Please note that I am the only one to submit the complete PR 1st.

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AnkitSharmaOnGithub commented May 12, 2025

@kishanprmr I have completed the PR. And, it is ready for review. Thanks. Please note that I am the only one to submit the complete PR 1st.

@kishanprmr Can you please review this?
In case you have any feedback, I will work on it ASAP. And, try to close this up by today from my end.

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AnkitSharmaOnGithub commented May 13, 2025

@kishanprmr I have completed the PR. And, it is ready for review. Thanks. Please note that I am the only one to submit the complete PR 1st.

@kishanprmr Request you to please review this PR.
Please use your active pieces email address to access the demo videos. I have shared access to you & ash.

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AnkitSharmaOnGithub commented May 16, 2025

@kishanprmr I have completed the PR. And, it is ready for review. Thanks. Please note that I am the only one to submit the complete PR 1st.

@kishanprmr Request you to please review this PR. Please use your active pieces email address to access the demo videos. I have shared access to you & ash.

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kishanprmr commented May 19, 2025

@AnkitSharmaOnGithub ,

Attio has a List Objects endpoint that you can use to create a dropdown, allowing users to select the type of object/entry they want to create. Additionally, the List Attributes endpoint provides available properties for a specific object type (e.g., people). You can use this to create a Dynamic Property instead of using a JSON field.

You can also reuse the same props in related actions.

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AnkitSharmaOnGithub commented May 19, 2025 •
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@AnkitSharmaOnGithub ,

Attio has a List Objects endpoint that you can use to create a dropdown, allowing users to select the type of object/entry they want to create. Additionally, the List Attributes endpoint provides available properties for a specific object type (e.g., people). You can use this to create a Dynamic Property instead of using a JSON field.

You can also reuse the same props in related actions.

@kishanprmr Noted. I will make the changes as per comment in sometime. Thanks.

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AnkitSharmaOnGithub commented May 19, 2025 •
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@kishanprmr 1st part (List objects) is done. Working on the List Attributes now.

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AnkitSharmaOnGithub commented May 19, 2025

@kishanprmr Need some clarification on this one.

Additionally, the List Attributes endpoint provides available properties for a specific object type (e.g., people). You can use this to create a Dynamic Property instead of using a JSON field.

The List Attributes endpoint requires a identifier for the endpoint to be functional. So, this cannot be used in the Create Record.

So, other place is the update record. So, do we need to accept and identifier & then get the attributes, and then use Dynamic properties to generate the form.

image

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AnkitSharmaOnGithub commented May 20, 2025

@kishanprmr Need some clarification on this one.

Additionally, the List Attributes endpoint provides available properties for a specific object type (e.g., people). You can use this to create a Dynamic Property instead of using a JSON field.

The List Attributes endpoint requires a identifier for the endpoint to be functional. So, this cannot be used in the Create Record.

So, other place is the update record. So, do we need to accept and identifier & then get the attributes, and then use Dynamic properties to generate the form.

image

@kishanprmr Please let me know about this. Thanks.

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kishanprmr commented May 20, 2025

@AnkitSharmaOnGithub you can pass 'objects' as identifier.

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AnkitSharmaOnGithub commented May 20, 2025 •
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@kishanprmr Missed this yesterday.
List attributes endpoint only accepts the target as objects or lists. Other values like people, companies are not allowed.

Do we still need to use this endpoint?

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kishanprmr commented May 20, 2025

@AnkitSharmaOnGithub please try testing it out. If it works, you can go ahead and add it to the piece.

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AnkitSharmaOnGithub commented May 20, 2025

@AnkitSharmaOnGithub please try testing it out. If it works, you can go ahead and add it to the piece.

Sure. Thanks.

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AnkitSharmaOnGithub commented May 20, 2025

@kishanprmr I have done changes as per your comment.
Also, I have made 2 major improvements, which will reduce the friction for the user. Please check last 2 commits.

The List attributes endpoint was not useful, so I have skipped adding that.

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AnkitSharmaOnGithub commented May 22, 2025

@kishanprmr I have done changes as per your comment. Also, I have made 2 major improvements, which will reduce the friction for the user. Please check last 2 commits.

The List attributes endpoint was not useful, so I have skipped adding that.

@kishanprmr Please review, once you have the time. Thanks.

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AnkitSharmaOnGithub commented May 24, 2025

@kishanprmr Please review once you have time. Thanks.

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AnkitSharmaOnGithub commented May 26, 2025

@kishanprmr Please review once you have time. Thanks.

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kishanprmr commented May 26, 2025

@AnkitSharmaOnGithub I will review it this week.

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nx-cloud bot commented Jun 20, 2025 •
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View your CI Pipeline Execution ↗ for commit c92d539.

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nx run server-api:test-ee ✅ Succeeded 3m 48s View ↗
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☁️ Nx Cloud last updated this comment at 2025-06-20 10:15:20 UTC

@kishanprmr kishanprmr merged commit 2ab582e into activepieces:main Jun 20, 2025
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