Attio for your voice agent

Attio is a customizable CRM and workspace for managing your team's relationships and workflows. It helps teams organize contacts, automate tasks, and collaborate more efficiently.

Get startedAll integrations

Call 1800 570 693 to talk to the demo agent. Plans start at A$49 a month.

The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Growth and Scale, from A$199 a month. CRM connectors start on Growth.
How it connects
One click. You sign in to Attio from Connected apps and approve access. There's no API key to paste.
What it reads
50 actions, such as find Record, get Attribute Details and get Call Recording.
What it changes
55 actions, such as assert Company (Create or Update), assert Person Record and assert User Record (Create or Update).
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 105. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Attio actions

Reads 50

  • Find Record
  • Get Attribute Details
  • Get Call Recording
  • Get Comment
  • Get Company
  • Get Deal Record
  • Get List
  • Get List Entry
  • Get Meeting
  • Get Note
  • Get Object
  • List Record Entries
  • Get Current Token Info
  • Get Task
  • List Tasks
  • Get Webhook
  • Get Workspace Member
  • Get Workspace Record
  • List Attribute Options
  • List Attributes
  • List Attribute Statuses
  • List Call Recordings
  • List Companies
  • List Company Attribute Values
26 more
  • List Company Record Entries
  • List Deal Entries
  • List Deal Record Attribute Values
  • List Deal Records
  • List List Entry Attribute Values
  • List Lists
  • List Meetings
  • List Notes
  • List Objects
  • List People Attribute Values
  • List People Record Entries
  • List Record Attribute Values
  • List Records
  • List Threads
  • List User Record Entries
  • List User Records
  • List Views for List
  • List Webhooks
  • List Workspace Members
  • List Workspace Record Attribute Values
  • List Workspace Record Entries
  • List Workspace Records
  • Get Person
  • List Person Records
  • Query Records
  • Search Records

Changes 44

  • Assert Company (Create or Update)
  • Assert Person Record
  • Assert User Record (Create or Update)
  • Assert Workspace (Create or Update)
  • Create Attribute
  • Create Comment
  • Create Company
  • Create Deal Record
  • Create List
  • Create Meeting
  • Create Note
  • Create Object
  • Create Person
  • Create Record
  • Create Select Option
  • Create Status
  • Create Task
  • Create User Record
  • Create Webhook
  • Create Workspace Record
  • Merge Records
  • Patch Record
  • Update List Entry by Entry ID
  • Create List Entry
20 more
  • List List Entries
  • List Records with Query
  • Assert List Entry by Parent
  • Update List Entry by Entry ID (PUT)
  • Assert Record (Create or Update)
  • Put Record (Overwrite)
  • Update Attribute
  • Update Company
  • Update Deal Record
  • Update List
  • Update Note
  • Update Object
  • Update Person
  • Update Record
  • Update Select Option
  • Update Status
  • Update Task
  • Update User Record
  • Update Webhook
  • Update Workspace Record

Deletes 11

  • Delete Comment
  • Delete Company
  • Delete Deal
  • Delete List Entry
  • Delete Note
  • Delete Person
  • Delete Record
  • Delete Task
  • Delete User
  • Delete Webhook
  • Delete Workspace Record

Attio setup

  1. Signing in to Attio

    Choose Attio in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 105 actions the agent may use. Start with lookups and add the ones that change Attio when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

Get started

Tell us what your callers ring about, and we build and test the agent for you.

Get startedSee it answer a call