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Back to Integrations

Attio

Manage records, notes, tasks, lists, comments, and more in Attio CRM

Attio is a Salesintegration for Sim, the AI workspace where teams build and deploy AI agents. Sim's Attio integration provides 41 Attio tools and 22 real-time triggers that AI agents can use inside Sim's visual workflow builder. Attio connects with one-click OAuth. Free to start at sim.ai.

View docs

Last updated June 12, 2026

Overview

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

How to automate Attio with Sim

  1. 01

    Create a free account

    Sign up at sim.ai in seconds. No credit card required. Your workspace is ready immediately.

  2. 02

    Add an Attio block

    Open your workspace, drag an Attio block onto the workflow builder, and connect your account with one-click OAuth.

  3. 03

    Configure, connect, and run

    Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Attio automation is live.

Real-time triggers

Connect an Attio webhook to Sim and your agent runs the instant an event happens, no polling, no delay.

Attio Record Created

Trigger workflow when a new record is created in Attio

Attio Record Updated

Trigger workflow when a record is updated in Attio

Attio Record Deleted

Trigger workflow when a record is deleted in Attio

Attio Record Merged

Trigger workflow when two records are merged in Attio

Attio Note Created

Trigger workflow when a new note is created in Attio

Attio Note Updated

Trigger workflow when a note is updated in Attio

Attio Note Deleted

Trigger workflow when a note is deleted in Attio

Attio Task Created

Trigger workflow when a new task is created in Attio

Attio Task Updated

Trigger workflow when a task is updated in Attio

Attio Task Deleted

Trigger workflow when a task is deleted in Attio

Attio Comment Created

Trigger workflow when a new comment is created in Attio

Attio Comment Resolved

Trigger workflow when a comment thread is resolved in Attio

Attio Comment Unresolved

Trigger workflow when a comment thread is unresolved in Attio

Attio Comment Deleted

Trigger workflow when a comment is deleted in Attio

Attio List Entry Created

Trigger workflow when a new list entry is created in Attio

Attio List Entry Updated

Trigger workflow when a list entry is updated in Attio

Attio List Entry Deleted

Trigger workflow when a list entry is deleted in Attio

Attio List Created

Trigger workflow when a list is created in Attio

Attio List Updated

Trigger workflow when a list is updated in Attio

Attio List Deleted

Trigger workflow when a list is deleted in Attio

Attio Workspace Member Created

Trigger workflow when a new member is added to the Attio workspace

Attio Webhook (All Events)

Trigger workflow on any Attio webhook event

Agent templates

Ready-to-use templates featuring Attio. Click any to build it instantly.

Supported tools

41 Attio tools available in Sim

List Records

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

Get Record

Get a single record by ID from Attio

Create Record

Create a new record in Attio for a given object type

Update Record

Update an existing record in Attio (appends multiselect values)

Delete Record

Delete a record from Attio

Search Records

Fuzzy search for records across object types in Attio

Assert Record (Upsert)

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

List Notes

List notes in Attio, optionally filtered by parent record

Get Note

Get a single note by ID from Attio

Create Note

Create a note on a record in Attio

Delete Note

Delete a note from Attio

List Tasks

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

Get Task

Get a single task by ID from Attio

Create Task

Create a task in Attio

Update Task

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

Delete Task

Delete a task from Attio

List Objects

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

Get Object

Get a single object by ID or slug

Create Object

Create a custom object in Attio

Update Object

Update a custom object in Attio

List Lists

List all lists in the Attio workspace

Get List

Get a single list by ID or slug

Create List

Create a new list in Attio

Update List

Update a list in Attio

Query List Entries

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

Get List Entry

Get a single list entry by ID

Create List Entry

Add a record to an Attio list as a new entry

Update List Entry

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

Delete List Entry

Remove an entry from an Attio list

List Members

List all workspace members in Attio

Get Member

Get a single workspace member by ID

Create Comment

Create a comment on a list entry in Attio

Get Comment

Get a single comment by ID from Attio

Delete Comment

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

List Threads

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

Get Thread

Get a single comment thread by ID from Attio

List Webhooks

List all webhooks in the Attio workspace

Get Webhook

Get a single webhook by ID from Attio

Create Webhook

Create a webhook in Attio to receive event notifications

Update Webhook

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

Delete Webhook

Delete a webhook from Attio

Frequently asked questions

Sim's Attio integration adds 41 Attio tools and 22 real-time triggers to the AI agents you build in Sim's visual workflow builder — no code required. Manage records, notes, tasks, lists, comments, and more in Attio CRM. Teams often pair Attio with Rippling and Linear in the same agent.

You can list Records, get Record, create Record, update Record, and delete Record with Attio in Sim, plus 36 more Attio tools listed on this page. Each runs as a tool inside an AI agent block, so an agent can chain Attio with services like Rippling and Linear and apply LLM reasoning between steps.

Connecting Attio takes about five minutes: (1) Create a free account at sim.ai. (2) Create an agent in your workspace. (3) Drag an Attio block onto the workflow builder. (4) Connect your Attio account with one-click OAuth — no credentials to copy. (5) Pick a tool such as "List Records", wire up its inputs, and click Run — your agent is live.

Add an Attio block to your agent and select "List Records" as the tool. Query and list records for a given object type (e.g. people, companies). Fill in the required fields — inputs can reference outputs from earlier steps, such as text generated by an AI block or data fetched from another integration. No code is required.

Add an Attio trigger block to your agent and copy its generated webhook URL into Attio's webhook settings. Sim supports 22 real-time triggers for Attio: Attio Record Created, Attio Record Updated, Attio Record Deleted, Attio Record Merged, Attio Note Created, Attio Note Updated, and 16 more. Once configured, every matching Attio event starts your agent instantly — no polling, no delay.

Sim receives the full event payload Attio sends — typically the record or object that changed, plus metadata like the event type and timestamp. For example, the "Attio Record Created" trigger fires when a new record is created in Attio. Every field in the payload is available as a variable you can pass to AI blocks, conditions, or other integrations.

Rippling

Manage workers, departments, custom objects, and company data in Rippling

Linear

Interact with Linear issues, projects, and more

GitHub

Interact with GitHub or trigger workflows from GitHub events

SAP Concur

Manage expense reports, travel requests, cash advances, and more in SAP Concur

Sim

Start automating Attio today

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