Connect monday.com and Attio to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New User

New User

Triggers when new user joins.

New Board

New Board

Triggers when a new board is created/updated

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.

Do thisActions

Action is the task that follows automatically within your monday.com integrations.

Create Board

Create Board

Create a new monday.com board with the specified name and type; optionally assign it to a workspace or use a template. Returns the new board's ID.

Archive Board

Archive Board

Archive a board to remove it from active boards while preserving its data.

Get Column Values

Get Column Values

Retrieve column values for a specific item on a board. Optionally return a single column by its ID.

Create Column

Create Column

Add a new column to a board with the selected type and title.

Create Group

Create Group

Create a new group on a specified monday.com board using the provided group name.

Delete Item

Delete Item

Delete an item from a monday.com board.

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Frequently Asked Questions

How do I start an integration between monday.com and Attio?

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

Can we customize how data from monday.com is recorded in Attio?

Absolutely. You can customize how monday.com 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 monday.com and Attio?

The data sync between monday.com 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 monday.com 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 monday.com and Attio?

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

monday.com

About monday.com

monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.

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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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