Connect SmartRoutes and Attio to Build Intelligent Automations

Choose a Trigger

SmartRoutes

When this happens...

Choose an Action

Attio

Automatically do this!

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Order Created

New Order Created

Triggers when a new order is created.

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.

Do thisActions

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

Create a Order

Create a Order

Creates a new order.

Get Customer by ID

Get Customer by ID

Here you will get costumer details.

Update Customer by ID

Update Customer by ID

Can update customer details.

Get All Vehicles

Get All Vehicles

Here you will get all vehicle details.

Delete Orders by Order Number

Delete Orders by Order Number

The order will be deleted by providing order id.

Get Orders

Get Orders

To get all orders.

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Frequently Asked Questions

How do I start an integration between SmartRoutes and Attio?

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

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

Absolutely. You can customize how SmartRoutes 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 SmartRoutes and Attio?

The data sync between SmartRoutes 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 SmartRoutes 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 SmartRoutes and Attio?

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

SmartRoutes

About SmartRoutes

SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.

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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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