Connect Woovi and Attio to Build Intelligent Automations

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Woovi

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 Woovi integrations.

Create a Charge Refund

Create a Charge Refund

Issue a full or partial refund for a charge using its correlation ID.

Create Charge

Create Charge

Create a new Woovi payment charge (PIX or overdue) and return the charge details.

Create a Pix QrCode Static

Create a Pix QrCode Static

Generate a static PIX QR code for a payment and return the QR image, BR code, and payment link.

Create a new Customer

Create a new Customer

Create a new customer in the system.

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.

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Frequently Asked Questions

How do I start an integration between Woovi and Attio?

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

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

Absolutely. You can customize how Woovi 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 Woovi and Attio?

The data sync between Woovi 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 Woovi 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 Woovi and Attio?

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

Woovi

About Woovi

Woovi makes it easy to create instant payments — including charges, subscriptions, PIX payments, and webhooks. Build faster, simplify workflows, and increase your revenue with seamless Woovi automation in ViaSocket.

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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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