Connect Salesforce to Attio

Use 10 documented Salesforce triggers to run 8 documented Attio actions.

10 source triggers

8 target actions

Reverse direction supported

Start Free Trial Browse Salesforce integrations

Why Connect Salesforce & Attio?

Start with a Salesforce event

Choose from 10 documented triggers, including Case Updated (Instant, of Selectable Type), Email Template Updated (Instant, of Selectable Type), Knowledge Article Updated (Instant, of Selectable Type).

Run a Attio action

Send the event into one of 8 documented actions, such as Create Note, Create or Update Record, Create Person.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation

Attio

Triggers (10)

New Activity Created (Instant)

Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.

webhook

New List Entry (Instant)

Emit new event when a record, such as person, company, or deal, is added to a list

webhook

New List Entry Deleted (Instant)

Emit new event when a list entry is deleted (i.e. when a record is removed from a list).

webhook

New List Entry Updated (Instant)

Emit new event when an existing list entry is updated (i.e. when a list attribute is changed for a specific list entry, e.g. when setting "Owner")

webhook

New Note (Instant)

Emit new event when a new note is created.

webhook

New Note Updated (Instant)

Emit new event when the title of a note is modified. Body updates do not currently trigger webhooks.

webhook

New Object Attribute (Instant)

Emit new event when an object attribute is created (e.g. when defining a new attribute "Rating" on the company object)

webhook

New Object Attribute Updated (Instant)

Emit new event when an object attribute is updated (e.g. when renaming the "Rating" attribute to "Score" on the company object)

webhook

New Record Created (Instant)

Emit new event when new record, such as person, company or deal gets created

webhook

New Record Updated (Instant)

Emit new event when values on a record, such as person, company or deal, are updated

webhook

Actions (8)

Create Note

Creates a new note for a given record. The note will be linked to the specified record. See the documentation

Create or Update Record

Creates or updates a specific record such as a person or a deal. If the record already exists, it's updated. Otherwise, a new record is created. See the documentation

Create Person

Creates a new person. See the documentation.

Create Task

Creates a new task. See the documentation

Delete List Entry

Deletes an existing entry from a specific list. See the documentation

Get Record

Retrieves the record with the specified ID. See the documentation

List List ID Options

Retrieves available options for the List ID field.

Update Person

Update an existing person. See the documentation.