Attio

What Attio Does in Trigify

Push people and companies from your Trigify workflows into Attio CRM. All actions use upsert logic, so you never create duplicates.

Connecting Attio

  1. Open or create a workflow in Trigify.

  2. Click Add action on any node and select Attio.

  3. Choose an action (e.g. Create / Update Person).

  4. Click Connect Attio in the configuration panel.

  5. You will be redirected to Attio to authorize the connection. Grant access to your workspace.

  6. Once authorized, you are redirected back to Trigify. Configure your field mappings and run.

Available Actions

Action

Credits

What It Does

Create / Update Person

2

Create or update a person in Attio. Matches on email address: if a person with that email exists, their record is updated. Otherwise a new person is created.

Get Person

2

Retrieve a person from Attio by email address.

Create / Update Company

2

Create or update a company in Attio. Matches on domain: if a company with that domain exists, their record is updated. Otherwise a new company is created.

Note: The upsert behavior means you can safely run these actions repeatedly without worrying about duplicate records. People are matched by email, companies by domain.

Example Workflow

Trigger: A prospect from your target account list engages on LinkedIn.

Step 1: Enrich the lead with email and company data (using Surfe, Apollo, or another provider).

Step 2: Attio > Create / Update Company (2 credits) to ensure the company record exists.

Step 3: Attio > Create / Update Person (2 credits) to add or update the contact.

Because both actions upsert, this workflow is safe to run on every signal without creating duplicates.

Tips

Tip: All Attio actions cost 2 credits. The upsert actions make Attio one of the simplest CRM integrations to set up, since you do not need separate create/update/check logic.

Tip: Make sure your enrichment step returns an email address for people and a domain for companies. These are the matching keys Attio uses for upsert.