Connect Attio and simplify to Build Intelligent Automations

Choose a Trigger

Attio

When this happens...

Choose an Action

simplify

Automatically do this!

Enable Integrations or automations with these events of Attio and simplify

Enable Integrations or automations with these events of Attio and simplify

Triggers

Task Created

Task Created

Triggers when a new task is created

Record Created

Record Created

Triggers when a record,such as company ,person or deal is Created.

Record Updated

Record Updated

Triggers when a record such as a person,company and deal is updated.

Record Deleted

Record Deleted

Triggers when a record such as person,company or deal is deleted.

List Entry Created

List Entry Created

Triggers when a record , such as a person , company or a deal is added to a list.

List Entry Updated

List Entry Updated

Triggers when an attribute on a list entry is updated.

Actions

Create List Entry

Create List Entry

Add a record to a specified list or set the values for the new list.

Create Note

Create Note

Creates a new note in given account.

Update Record

Update Record

Update values on a person , company or other record.

Update List Entry

Update List Entry

Update value on an existing entry in a specified list.

Create Task

Create Task

Creates a new task.

Delete List Entry

Delete List Entry

Deletes an existing entry from a specified entry

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Frequently Asked Questions

How do I start an integration between Attio and simplify?

To start, connect both your Attio and simplify accounts to viaSocket. Once connected, you can set up a workflow where an event in Attio triggers actions in simplify (or vice versa).

Can we customize how data from Attio is recorded in simplify?

Absolutely. You can customize how Attio data is recorded in simplify. This includes choosing which data fields go into which fields of simplify, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Attio and simplify?

The data sync between Attio and simplify typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Attio to simplify?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Attio and simplify?

Yes, you can set conditional logic to control the flow of data between Attio and simplify. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Attio

About Attio

Attio is a modern CRM platform designed to help businesses manage their customer relationships more effectively. It offers a range of features including contact management, collaboration tools, and data analytics to streamline communication and enhance customer engagement.

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simplify

About simplify

Simplify is a service management solution, a seamless end-to-end solution with all the capabilities you need to help your customers.

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