Attio
Your AI agent integrates with Attio to create contacts, update deal records, and query relationship data without manual CRM entry. When your team needs customer information or wants to log interactions, the agent handles Attio operations through natural language requests.
From record creation to complex queries, these Attio actions execute automatically when your GTM workflows need customer intelligence.
Attio
Real scenarios where AI captures leads, updates relationships, and queries customer data through Attio's flexible workspace.
Prospective customer engages with your website chatbot asking about enterprise pricing. Your AI Agent qualifies their needs, collects company information, calls Attio's Create Record endpoint to add the company and contact, and logs the conversation as a note. CRM entry that required manual data input happens automatically during the sales conversation.
Account executive prepares for an important customer call. Your AI Agent calls Attio's Find Record and List Notes endpoints with the company domain, retrieves full relationship history including past interactions and deal context, and summarizes key information. Meeting prep that required CRM navigation happens through a quick conversational query.
Sales rep closes a verbal commitment and needs to update the deal. Your AI Agent calls Attio's Update Record endpoint with the new deal stage, modifies the record status and adds relevant notes, and triggers downstream workflows. CRM updates that interrupted sales momentum happen seamlessly within the conversation flow.
Attio
FAQs
The agent calls Attio's Create Record API with the object type (people, companies, deals) and attribute values. Multi-select attributes like email addresses and phone numbers require array format. The record appears in your workspace immediately.
Yes. Find Record accepts attributes dictionary for searching. Query by email_addresses for people or domains for companies. The agent can also use the Search Records endpoint for fuzzy matching across multiple fields.
Tars requires an access token with appropriate scopes. Record read and write operations need record:read and record:write scopes. Note operations need note:read and note:write. Generate tokens in Attio's Developers settings.
No. Tars queries Attio's API in real-time during conversations. Contact details, company information, and deal data are fetched live and used only to respond to requests. All CRM data remains in Attio's secure workspace.
Yes. Attio's API supports custom objects beyond people, companies, and deals. The agent can create records on custom objects and use custom attributes. List Attributes endpoint helps discover available fields for any object.
Attio handles deduplication based on unique attributes like email addresses or domains. If a matching record exists, the agent can update it instead of creating duplicates. Configure your deduplication strategy in Attio's workspace settings.
Attio's interface requires manual navigation and data entry. Tars integrates CRM operations into existing conversations. Lead capture during chat, voice command record updates, and quick lookups happen without switching to the CRM tab.
The agent triggers Attio workflows indirectly by creating or updating records. When records change, Attio's native automations execute based on your configured triggers. The agent manages data while Attio handles downstream automation.
Don't limit your AI Agent to basic conversations. Watch how to configure and add powerful tools making your agent smarter and more functional.
Privacy & Security
At Tars, we take privacy and security very seriously. We are compliant with GDPR, ISO, SOC 2, and HIPAA.
Email - sales@hellotars.com
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