
When this happens...
New Highlight Created
Session Ends

Automatically do this!
Create List Entry
Create Note
Update Record
Update List Entry
Create Task
Delete List Entry
Create Record
List All Objects
List All Lists
List All Workspace Members
List All Notes
List All Tasks
When this happensTriggers
A trigger is an event that starts a workflow.
runs when New Highlight Created
runs when Session Ends
Triggers when a new task is created
Triggers when a record,such as company ,person or deal is Created.
Triggers when a record such as a person,company and deal is updated.
Triggers when a record such as person,company or deal is deleted.
Action is the task that follows automatically within your Hedy AI integrations.
Get a session's details, including transcript, conversation and meeting minutes
Get a highlight's original quote, cleaned quote, and AI insights.
Add a record to a specified list or set the values for the new list.
Creates a new note in given account.
Update values on a person , company or other record.
Update value on an existing entry in a specified list.
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To start, connect both your Hedy AI and Attio accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in Attio (or vice versa).
Absolutely. You can customize how Hedy AI 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 Hedy AI 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 Hedy AI 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.
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
Learn MoreAttio 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.
Learn More