title:Attio (Actions) Destination

hide-boilerplate:true

{% include content/plan-grid.md name="actions" %}

Powerful, flexible and data-driven,[Attio](https://attio.com) makes it easy to build the exact CRM that your business needs.

This destination allows you to use your existing Segment events to create or update records in Attio, for example creating User objects from identify events.

1. From the Segment web app, click**Catalog**, then click**Destinations**.

2. Search for**Attio (Actions)** and select it.

3. Click**Add destination**, then follow the setup instructions.

4. Click**Connect to (destination name)** to select the Attio Workspace you'd like to connect to.

Create or update a**Person** using the provided email address, then create or update a

related**User** using the same address. By default, this mapping runs for`identify`

events.

*This mapping is a special form of[Assert Record](#assert-record), because it asserts

both a Person and User and links them together. If you only need to assert either a Person

or User, you should configure[Assert Record](#assert-record) instead.*

In Attio, a**Person** is an object which represents a human. People have names, email

addresses, Twitter profiles, email and calendar interactions, etc.

Meanwhile, a**User** is an object which represents how they exist in your product.

Users might have feature flags, permission levels, etc.

This mapping only makes one assumption about your data, which is that it includes an email

address property. You can specify additional attributes to be mapped on the**Edit

Mapping** page.

For example, we could set some additional properties on the Person using these Mapping

Fields under "Additional Person attributes". The column on the left should contain

properties from your event, or custom text, and the column on the right should reference

attributes on that object type in Attio, represented by their slug.

Here's an example configuration that sets the`description`,`name` and`company`

attributes on the Person object:

| Select event variable| Enter key name| Notes|

|-----------------------------------------|----------------|--------------------------------------------------------------------|

|`traits.description`| description||

|`traits.last_name`,`traits.first_name`| name| Person names must be formatted as`Last name(s), First name(s)`|

|`traits.domain`| company| A Company relationship can be populated using the Company's domain|

You can also use the same approach to specify additional properties on the User object.

Please note that by default, the User object doesn't specify many attributes; the

expectation is that you'll add your own that make the most sense for your product. All

custom attributes can be specified here, please see[attribute types](#attribute-types)

below for more information.

Create or update a**Company** using the provided domain, then create or update a

**Workspace** using the provided name. By default, this mapping runs for`group` events.

*This mapping is a special form of[Assert Record](#assert-record), because it asserts

both a Company and Workspace and links them together. If you only need to assert either a

Company or Workspace, you should configure[Assert Record](#assert-record) instead.*

In Attio, a**Company** is an object which can represent any of your customers, suppliers,

partners or competitors. Companies have names and domains, as well as enriched properties

like ARR or category.

Meanwhile, a**Workspace** is an object which represents how they might exist in your

product. Workspaces might have feature flags, billing configurations, customer support

representatives, etc.

This mapping makes the assumption that your data includes two properties:

1. A`domain` property to create or update a Company

2. A`name` property, to create or update an associated Workspace

You can specify additional attributes to be mapped on the**Edit Mapping** page.

For example, we could set some additional properties on the Company using these Mapping

Fields under "Additional Company attributes". The column on the left should contain

properties from your event, or custom text, and the column on the right should reference

attributes on that object type in Attio, represented by their slug. For example:

| Select event variable| Enter key name|

|-----------------------------------------|----------------|

|`traits.twitter_handle`| twitter|

Similarly, you can also set some additional properties on the Workspace. All

custom attributes can be specified here, please see[attribute types](#attribute-types)

below for more information.

Create or update a single type of Object, given a matching attribute name and value. For

example, you could assert that a Company exists using a given`domain` property.

This mapping makes the assumption that your data includes the matching property. For the

following example, we'll assume you have domain and twitter properties, like so:

{

"type":"identify",

"traits": {

"domain":"app.attio.com",

"twitter_handle":"@attio"

}

}

First, we'll need to set the "Attio Object" property - it should pre-populate with all of

the activated objects in your Attio instance. Then, we'll need to set the "Matching

Attribute" property. This is the slug for the attribute in Attio, and must also be present

in your "Attributes" mapping in the next form. In this example, we'll select "Company" as

the Attio Object, and "domains" as the Matching Attribute.

We would then need to ensure the Attributes mapping is populated like so:

| Select event variable| Enter key name|

|-----------------------------------------|----------------|

|`traits.domain`| domains|

|`traits.twitter_handle`| twitter|

When this mapping runs, Attio will try to find an existing Company where one of the

domains matches the one you've provided here. If it finds it, it will update the`twitter`

attribute with the value`"@attio"`. If it doesn't find it, a new Company will be created

with both the domain and twitter handles above.

With the exception of location data, the Attio Action can write all other types of

attribute to Attio. Below is an example of the format that each attribute must be; please

note that you'll get validation failures if any of these are incorrect. To unset an

attribute, you can also pass`null` as the value.

|`type`| Format| Example values|

|----------------------|-----------------------------------------------------------------------------------------|-------------------------------------------------------------|

|`actor-reference`| An email address of a workspace member|`"alice@attio.com"`|

|`checkbox`| Boolean|`true`,`false`|

|`currency`| Number with up to 4 decimal places|`99`,`29.9999`|

|`date`| YYYY-MM-DD|`"2023-09-28"`|

|`domain`|`{domain}.{tld}`|`"app.attio.com"`,`"www.example.com"`|

|`email`| A valid email address|`"person@example.com"`|

|`location`|*unsupported*||

|`number`| Number, stored as a 64 bit float|`42.192`,`17`|

|`personal-name`| Last name(s), First name(s)*(note the comma in the middle)*|`"Bloggs, Joe"`|

|`phone-number`|[E.164 format](https://en.wikipedia.org/wiki/E.164), starting with`+...`|`"+15558675309"`|

|`pipeline`| A UUID or title representing the status|`"open"`,`"closed"`|

|`rating`| Integer from 0 to 5|`0`,`5`|

|`record-reference`| To a person, an email. To a company, a domain. UUID of other entity always supported.|`"person@example.com"`,`"app.attio.com"`,`"0677efa..."`|

|`select`| A UUID or title representing the option|`"open"`|

|`text`| String|`"A piece of text"`|

|`timestamp`| ISO8601, e.g. YYYY-MM-DDTHH:MM:SS|`"2023-09-28 04:39:17.000"`|