← Attio

Create or Update Record with Attio API

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Create or Update Record with the Attio API
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Getting Started

Create a workflow to Create or Update Record with the Attio API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create or Update Record action
    1. Connect your Attio account
    2. Select a Object ID
    3. Select a Attribute ID
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create or Update Record with Attio API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + Attio
 
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Create or Update Record with Attio API on New Submission from Typeform API
Typeform + Attio
 
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Create or Update Record with Attio API on New Submission (Instant) from Jotform API
Jotform + Attio
 
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Create or Update Record with Attio API on New Scheduled Tasks from Pipedream API
Pipedream + Attio
 
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Create or Update Record with Attio API on New Download Counts from npm API
npm + Attio
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Create or Update Record on Attio
Description: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](https://developers.attio.com/reference/put_v2-objects-object-records)
Version:0.0.2
Key:attio-create-update-record

Code

import attio from "../../attio.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "attio-create-update-record",
  name: "Create or Update Record",
  description: "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](https://developers.attio.com/reference/put_v2-objects-object-records)",
  version: "0.0.2",
  type: "action",
  props: {
    attio,
    objectId: {
      propDefinition: [
        attio,
        "objectId",
      ],
    },
    attributeId: {
      propDefinition: [
        attio,
        "attributeId",
        (c) => ({
          objectId: c.objectId,
        }),
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.attributeId) {
      return props;
    }
    const attributes = await this.getRelevantAttributes();
    for (const attribute of attributes) {
      props[attribute.id.attribute_id] = {
        type: attribute.is_multiselect
          ? "string[]"
          : "string",
        label: attribute.title,
        optional: attribute.id.attribute_id !== this.attributeId && !attribute.is_required,
      };
    }
    return props;
  },
  methods: {
    async getRelevantAttributes() {
      const stream = utils.paginate({
        fn: this.attio.listAttributes,
        args: {
          objectId: this.objectId,
        },
      });
      const attributes = await utils.streamIterator(stream);
      return attributes.filter((a) => a.is_writable || a.id.attribute_id === this.attributeId);
    },
  },
  async run({ $ }) {
    const {
      attio,
      getRelevantAttributes,
      objectId,
      attributeId,
      ...values
    } = this;

    const attributes = await getRelevantAttributes();

    const response = await attio.upsertRecord({
      $,
      objectId,
      params: {
        matching_attribute: attributeId,
      },
      data: {
        data: {
          values: utils.parseValues(attributes, values),
        },
      },
    });
    $.export("$summary", "Successfully created or updated record");
    return response;
  },
};

Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
AttioattioappThis component uses the Attio app.
Object IDobjectIdstringSelect a value from the drop down menu.
Attribute IDattributeIdstringSelect a value from the drop down menu.

Authentication

Attio uses OAuth authentication. When you connect your Attio account, Pipedream will open a popup window where you can sign into Attio and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Attio API.

Pipedream requests the following authorization scopes when you connect your account:

About Attio

Customer relationship magic. Powerful, flexible and data-driven, Attio makes it easy to build the exact CRM your business needs.

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Triggers

List Entry Deleted (Instant) from the Attio API

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

 
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List Entry Updated (Instant) from the Attio API

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")

 
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New List Entry (Instant) from the Attio API

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

 
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New Note (Instant) from the Attio API

Emit new event when a new note is created.

 
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New Object Attribute (Instant) from the Attio API

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

 
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Actions

Create Note with the Attio API

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

 
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Delete List Entry with the Attio API

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

 
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