Connect SQL Server and Attio to Build Intelligent Automations

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SQL Server

When this happens...

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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 SQL Server integrations.

Execute a query

Execute a query

Execute any query on SQL Server Database

Insert a row

Insert a row

Insert a row in SQL Server Database

Update row

Update row

Update row in SQL Server Database Table

Find row via custom query

Find row via custom query

Find a row via query in SQL Server Database table

Find row

Find row

Find a row in SQL Server Database

Create or Update

Create or Update

Perform Upsert (Create or Update) operation in any SQL Server Database table.

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Frequently Asked Questions

How do I start an integration between SQL Server and Attio?

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

Can we customize how data from SQL Server is recorded in Attio?

Absolutely. You can customize how SQL Server 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 SQL Server and Attio?

The data sync between SQL Server 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 SQL Server 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 SQL Server and Attio?

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

SQL Server

About SQL Server

SQL server (or MS SQL) is a top of the line database geared for the cloud

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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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