Attio

Attio is a modern and flexible CRM platform built to help teams manage relationships, data, and workflows more efficiently. Attio enables organizations to create and organize custom objects (like people, companies, deals, and more), manage notes and tasks, collaborate as a team, and automate work across their relationship and data pipelines.

With Attio, you can:

• Manage records for any object: Store and organize people, companies, or any custom objects to fit your team's needs.
• Track, connect, and update information: Add and edit notes, comments, tasks, and linked records so your contextual data is always in sync.
• Build and customize lists: Segment records, filter and sort with powerful queries, and build views that fit your workflow.
• Collaborate with your team: Assign tasks, share comments, and see activities in real time.
• Automate CRM workflows: Create, update, and read record data via API to keep your tools and teams in the loop, or trigger actions as relationships evolve.

In Sim, the Attio integration lets your agents programmatically query lists, fetch and manipulate records, manage entries, tasks, comments, and more—making it easy to automate CRM operations, enrich data, synchronize with other systems, or trigger workflow automations based on relationship or record events. Use these tools to ensure your CRM stays up-to-date and powerful directly from within your Sim projects.

Usage Instructions

Connect to Attio to manage CRM records (people, companies, custom objects), notes, tasks, lists, list entries, comments, workspace members, and webhooks.

Tools

attio_list_records

Query and list records for a given object type (e.g. people, companies)

Input

Output

attio_get_record

Get a single record by ID from Attio

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Output

attio_create_record

Create a new record in Attio for a given object type

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Output

attio_update_record

Update an existing record in Attio (appends multiselect values)

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Output

attio_delete_record

Delete a record from Attio

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Output

attio_search_records

Fuzzy search for records across object types in Attio

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Output

attio_assert_record

Upsert a record in Attio — creates it if no match is found, updates it if a match exists

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Output

attio_list_notes

List notes in Attio, optionally filtered by parent record

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Output

attio_get_note

Get a single note by ID from Attio

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Output

attio_create_note

Create a note on a record in Attio

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Output

attio_delete_note

Delete a note from Attio

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Output

attio_list_tasks

List tasks in Attio, optionally filtered by record, assignee, or completion status

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Output

attio_create_task

Create a task in Attio

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Output

attio_update_task

Update a task in Attio (deadline, completion status, linked records, assignees)

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Output

attio_delete_task

Delete a task from Attio

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Output

attio_list_objects

List all objects (system and custom) in the Attio workspace

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Output

attio_get_object

Get a single object by ID or slug

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Output

attio_create_object

Create a custom object in Attio

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Output

attio_update_object

Update a custom object in Attio

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Output

attio_list_lists

List all lists in the Attio workspace

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Output

attio_get_list

Get a single list by ID or slug

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Output

attio_create_list

Create a new list in Attio

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Output

attio_update_list

Update a list in Attio

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Output

attio_query_list_entries

Query entries in an Attio list with optional filter, sort, and pagination

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Output

attio_get_list_entry

Get a single list entry by ID

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Output

attio_create_list_entry

Add a record to an Attio list as a new entry

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Output

attio_update_list_entry

Update entry attribute values on an Attio list entry (appends multiselect values)

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Output

attio_delete_list_entry

Remove an entry from an Attio list

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Output

attio_list_members

List all workspace members in Attio

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Output

attio_get_member

Get a single workspace member by ID

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Output

attio_create_comment

Create a comment on a list entry in Attio

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Output

attio_get_comment

Get a single comment by ID from Attio

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Output

attio_delete_comment

Delete a comment in Attio (if head of thread, deletes entire thread)

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Output

attio_list_threads

List comment threads in Attio, optionally filtered by record or list entry

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Output

attio_get_thread

Get a single comment thread by ID from Attio

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Output

attio_list_webhooks

List all webhooks in the Attio workspace

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Output

attio_get_webhook

Get a single webhook by ID from Attio

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Output

attio_create_webhook

Create a webhook in Attio to receive event notifications

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Output

attio_update_webhook

Update a webhook in Attio (target URL and/or subscriptions)

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Output

attio_delete_webhook

Delete a webhook from Attio

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Output