Attio integration
CRM and support connector, available on Zeplik
Attio is available as an integration on Zeplik, the AI assistant that works across every model in one chat. Connect Attio and Zeplik can act on your customer relationships and support for you: Attio is a fully customizable workspace for your team's relationships and workflows. You stay in the conversation while the assistant does the work in Attio directly.
Zeplik exposes 6 read actions and 5 write actions for Attio. Read actions run automatically; write actions stay off until you enable write access in Settings, so nothing is changed in Attio without your consent.
Try Attio on Zeplik
Pick a prompt to open it in the Zeplik app. If you are not signed in yet, your prompt is waiting for you the moment you do.
What Zeplik can do with Attio
Read from Attio (6)
Runs automatically in any conversation.
Find record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get object
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
List objects
This tool retrieves a list of all available objects (both system-defined and user-defined) in the attio workspace. it makes a get request to the /v2/objects endpoint and returns a json response containing key metadata about each object, which is fundamental for understanding and accessing the workspace's structure.
List records
This tool lists records from a specific object type in attio. it provides simple pagination support and returns records in the order they were created. for complex filtering, use the findrecord action instead. standard object types include: people, companies, deals, users, workspaces. if you get a 404 error, verify the object type exists using the list objects action first.
Act in Attio (5)
Runs only after you enable write access.
Create note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Create record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Delete note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
Delete record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Update record
This tool updates an existing record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it uses patch to partially update only the provided fields, leaving other fields unchanged.
How to connect Attio
Sign in to Zeplik
Create a free Zeplik account or sign in. New accounts start with free credits, so you can try Attio immediately.
Connect Attio
Open Settings and go to Connectors, then press Connect on Attio. You can also connect from the Attio page in the app.
Approve access to Attio
Approve access on Attio's secure consent screen. You are returned to Zeplik and can start giving instructions that use Attio.
Frequently asked questions
- Can I use Attio with Zeplik?
- Yes. Attio is available as an integration on Zeplik. Connect it once and the AI assistant can work with your Attio account inside any conversation.
- What can Zeplik do with Attio?
- Once connected, Zeplik has 6 read and 5 write actions for Attio. Attio is a fully customizable workspace for your team's relationships and workflows.
- How do I connect Attio to Zeplik?
- You connect Attio with a secure one-click sign-in (OAuth): press Connect in Settings under Connectors and approve access on Attio's consent screen.
- Does Zeplik change things in Attio without asking?
- No. Zeplik reads from Attio by default. Any action that changes data in Attio requires write access, which stays off until you enable it in Settings under Connectors.
- How much does connecting Attio cost?
- Connecting Attio is free. You only spend Zeplik credits when the assistant runs, and new accounts start with free credits.
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Connect Attio to your AI assistant
Every model, one chat. Bring Attio into Zeplik and let the assistant do the work.