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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when a new task is created
Record Created
Triggers when a record,such as company ,person or deal is Created.
Record Updated
Triggers when a record such as a person,company and deal is updated.
Record Deleted
Triggers when a record such as person,company or deal is deleted.
List Entry Created
Triggers when a record , such as a person , company or a deal is added to a list.
List Entry Updated
Triggers when an attribute on a list entry is updated.
Do thisActions
Action is the task that follows automatically within your Conversion integrations.
Extract and Text from Document/Image URL
Extracts and converts text from PDF, DOC, or image URLs into readable text content.
Generate Image from text prompt
Generates Image from given text prompt.
Create List Entry
Add a record to a specified list or set the values for the new list.
Create Note
Creates a new note in given account.
Update Record
Update values on a person , company or other record.
Update List Entry
Update value on an existing entry in a specified list.
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Frequently Asked Questions
To start, connect both your Conversion and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in Conversion triggers actions in Attio (or vice versa).
Absolutely. You can customize how Conversion data is recorded in Attio. This includes choosing which data fields go into which fields of Attio, setting up custom formats, and filtering out unwanted information.
The data sync between Conversion and Attio typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Conversion and Attio. 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.
About Conversion
Conversion enables seamless conversion of various document formats (PDF, DOC) and images into text. Simply provide a URL for your PDF, DOC, or image file, and the plug will extract and convert the content into readable text. Ideal for users looking to quickly transform content from documents and images into an editable format for further processing or analysis.
Learn MoreAbout 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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