Connect DataScope and Attio to Build Intelligent Automations

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DataScope

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Attio

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your DataScope integrations.

Assign  New Task

Assign New Task

Create a new tasks assigned to specific form and user.

Modify Form Answer

Modify Form Answer

Create or change a new answer

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.

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Frequently Asked Questions

How do I start an integration between DataScope and Attio?

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

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

Absolutely. You can customize how DataScope 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.

How often does the data sync between DataScope and Attio?

The data sync between DataScope and Attio 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 DataScope to Attio?

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 DataScope and Attio?

Yes, you can set conditional logic to control the flow of data between DataScope 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.

DataScope

About DataScope

DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.

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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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