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@conductor/attio

Attio CRM plugin for Conductor. Provides operations for managing records, lists, and notes in Attio.

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Installation

pnpm add @conductor/attio

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Configuration

import { createAttioPlugin } from '@conductor/attio'

export default {
  plugins: [
    createAttioPlugin({
      accessToken: env.ATTIO_ACCESS_TOKEN,
      workspaceId: env.ATTIO_WORKSPACE_ID
    })
  ]
}

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Environment Variables

Required:
  • ATTIO_ACCESS_TOKEN - Attio API access token
Optional:
  • ATTIO_WORKSPACE_ID - Workspace ID

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Operations

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attio:queryRecords

Query records from an Attio object. Config:
  • object (string, required) - Object type (e.g., ‘people’, ‘companies’)
  • filter (object, optional) - Filter conditions
  • limit (number, optional) - Results limit
  • offset (number, optional) - Pagination offset
  • sorts (array, optional) - Sort configuration
Returns:
  • data (array) - Records
  • next_offset (number) - Pagination offset
Example: 
operations:
  - operation: attio:queryRecords
    config:
      object: people
      filter:
        status: active
      limit: 50

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attio:getRecord

Get a single record by ID. Config:
  • object (string, required) - Object type
  • recordId (string, required) - Record ID
Example: 
operations:
  - operation: attio:getRecord
    config:
      object: people
      recordId: ${input.personId}

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attio:createRecord

Create a new record. Config:
  • object (string, required) - Object type
  • data (object, required) - Record data
Example: 
operations:
  - operation: attio:createRecord
    config:
      object: people
      data:
        name: ${input.name}
        email: ${input.email}
        company: ${input.companyId}

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attio:updateRecord

Update an existing record. Config:
  • object (string, required) - Object type
  • recordId (string, required) - Record ID
  • data (object, required) - Record data
Example: 
operations:
  - operation: attio:updateRecord
    config:
      object: people
      recordId: ${input.personId}
      data:
        status: active
        last_contacted: ${Date.now()}

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attio:deleteRecord

Delete a record. Config:
  • object (string, required) - Object type
  • recordId (string, required) - Record ID
Example: 
operations:
  - operation: attio:deleteRecord
    config:
      object: people
      recordId: ${input.personId}

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attio:createNote

Create a note on a record. Config:
  • parentObject (string, required) - Parent object type
  • parentRecordId (string, required) - Parent record ID
  • title (string, optional) - Note title
  • content (string, required) - Note content
  • format (string, optional) - Format: ‘plaintext’, ‘html’, ‘markdown’
Example: 
operations:
  - operation: attio:createNote
    config:
      parentObject: people
      parentRecordId: ${input.personId}
      title: Follow-up call
      content: Discussed pricing and next steps
      format: plaintext

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attio:listRecords

Get records from a list. Config:
  • list (string, required) - List ID or slug
  • limit (number, optional) - Results limit
  • offset (number, optional) - Pagination offset
Example: 
operations:
  - operation: attio:listRecords
    config:
      list: hot-leads
      limit: 25

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Complete Example

name: crm-workflow
flow:
  # Query active people
  - name: find-people
    operation: attio:queryRecords
    config:
      object: people
      filter:
        status: active
      limit: 50

  # Create new person
  - name: create-person
    operation: attio:createRecord
    config:
      object: people
      data:
        name: ${input.name}
        email: ${input.email}
        company: ${input.companyId}

  # Add note to person
  - name: add-note
    operation: attio:createNote
    config:
      parentObject: people
      parentRecordId: ${state.create-person.data.id}
      title: Initial contact
      content: First conversation about partnership