Attio Make integrationAutomate Attio with Make.
Your CRM can update itself while the team sells. The Attio Make integration gives you 20 modules: 1 instant trigger, 16 actions and 3 searches. This guide shows how to link your workspace, build a first scenario and pick the right module for each job.
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What can the Attio Make integration do for you?
The Attio Make integration links your Attio workspace to Make, a no-code tool where you build a scenario: an automation made of modules, each one a brick that watches, writes or searches. Attio brings 20 of those bricks, so records, lists and even the data model itself can change without anyone copying data by hand.
Leads that land without duplicates. A form in another app sends a contact, and Create or Update a Person either adds that person or refreshes the existing record. Create or Update a Company does the same for the account, so a sales rep never finds the same company twice.
A handoff that runs on its own. Watch Entries reacts when a deal enters your sales list, then Create an Entry places it in the onboarding list. Customer success sees the new client as soon as the deal is marked, with no message to chase.
A data model that follows the business. When operations launch a new offer, Create an Attribute and Create a Selectable Option add the matching field and choice, and Update a List keeps list settings aligned.
The documentation lists no specific limit for this app, and it warns that its text is generated from Attio's own docs, so check anything critical on the Attio side. If a module is missing, Make an API Call reaches the rest of the Attio API with the same connection. To go further, the Make training covers mapping and filters, and the n8n vs Make comparison helps if you are still choosing a tool.
How do you connect Attio to Make?
- 01
Create an access token in Attio
In Attio, open the dropdown next to your workspace name, go to Workspace settings, then the Developers tab. Click + New access token, give it a name, select the scopes the scenario needs and copy the token shown on screen.
- 02
Add an Attio module in Make
In your scenario, search for Attio, pick a module and click Create a connection. The Connection name field is optional; a clear name such as the workspace name helps once you have several accounts.
- 03
Paste the token and save
Paste the token you copied from Attio, or follow the on-screen instructions, and confirm. That connection, your Attio account linked to Make once, is reused by every Attio module you add later.
Your first scenario with Attio
GoalWhen a new entry lands in your sales list in Attio, Make adds a matching entry to your onboarding list.
- 01
Start a new scenario
From the Scenarios page, create a new scenario and click the + to add the first module. Search for Attio and choose Watch Entries.
- 02
Create the webhook and connection
Click Create a webhook, then Create a connection and paste your Attio token. Select the sales list so only entries from that list start the scenario.
- 03
Add Create an Entry
Click the + on the right of the trigger, pick Create an Entry and choose the onboarding list. Map the record from the trigger's bundle, the item Make passes from one module to the next.
- 04
Test with Run once
Click Run once, then add a test entry to the sales list in Attio. Open the bubbles above each module to read the bundles they received and check the new entry in the onboarding list.
- 05
Switch the scenario on
Turn the scenario on. Because the trigger is instant, Attio calls Make each time an entry arrives. Keep the two lists separate so the scenario never reacts to its own entries. Watch Entries also fires on updates and deletions: read the bundle in Run once and add a filter so only new entries reach Create an Entry.
Which Attio trigger starts a scenario?
1 module starts a scenario when something happens in Attio. A scheduled trigger is checked by Make on the scenario's schedule; an instant one is called by Attio as soon as it happens.
Watch Entries
Instant triggerIn Make“Triggers when an entry is created, updated or deleted, optionally filtered by the selected list.”
Watch Entries wakes your scenario as soon as an entry is created, updated or deleted in Attio, and hands the scenario that entry to work with. You can narrow it to one list, so only the pipeline you care about sets things in motion.
What can Attio do in a Make scenario?
Attio gives you 19 modules. For each one: what it does for you, when to reach for it, and what to watch out for.
Archive an Attribute
ActionIn Make“Archives an attribute by its ID.”
Retires an attribute you no longer use, picked by its ID, so the field stops weighing on your object or list. It changes the structure of your workspace, not the values stored in one record.
Create a List
ActionIn Make“Creates a new list.”
Gives you a brand new Attio list from a scenario, ready to receive entries. Handy when every project, event or cohort deserves its own pipeline and nobody wants to set one up manually.
Create an Attribute
ActionIn Make“Creates a new attribute for the object or the list.”
Adds a new attribute, a field of your data model, to an object or a list. Your CRM gains a column the moment the business needs it, and later modules can fill it straight away.
Create an Entry
ActionIn Make“Creates a new entry.”
Puts a record into a list as a new entry, which is how Attio tracks a person or a company through a pipeline. The record gets a place in the list without anyone dragging it there.
Create a Selectable Option
ActionIn Make“Creates a new selectable option.”
Adds a new choice to a select attribute, the dropdown kind of field. Your picklists stay in step with reality, and the next record can use the new value right away.
Create or Update a Company
ActionIn Make“Creates a new company or updates an existing company if a company with the same attribute already exists.”
Writes a company to Attio without creating a copy: if a company with the same attribute already exists, the module updates it; otherwise it creates a new one. One module replaces a search, a filter and two branches.
Create or Update a Person
ActionIn Make“Creates a new person or updates an existing person if a person with the same attribute already exists.”
Keeps your contacts clean by adding a person or refreshing the existing record when one with the same attribute is already there. You send every lead and never sort duplicates afterwards.
Delete an Entry
ActionIn Make“Deletes an entry by its ID.”
Removes an entry from its list, picked by its ID, which takes the record out of that pipeline. It is the clean way to close a loop once a workflow step is over.
Get a Company
ActionIn Make“Retrieves the details of a company by its ID.”
Fetches the full details of one company from its ID, so later modules can use its values in an email, a document or another app. You get one precise record, not a list to sort through.
Get an Entry
ActionIn Make“Retrieves the details of an entry by its ID.”
Reads one list entry from its ID and passes its details to the rest of the scenario. Useful when a previous step only gave you an ID and you need everything around it.
Get a Person
ActionIn Make“Retrieves the details of a person by its ID.”
Pulls the complete record of one person from its ID, ready to personalize whatever comes next. The scenario works from the data your team keeps in Attio, not from a stale copy elsewhere.
Make an API Call
ActionIn Make“Performs an arbitrary authorized API call.”
Opens the whole Attio API to your scenario with the connection you already set up. When none of the ready modules does what you need, this one lets you call any endpoint without a second login.
Update a List
ActionIn Make“Updates a list by its ID.”
Changes the settings of an existing list, picked by its ID, so a pipeline can follow your process as it evolves. The entries stay put; the list around them is what moves.
Update an Attribute
ActionIn Make“Updates an attribute by its ID.”
Edits an existing attribute, picked by its ID, so the field matches how your team now works. Every record that uses it sees the change, which makes it a structural edit rather than a record edit.
Update an Entry
ActionIn Make“Updates an entry by its ID.”
Changes the values of one list entry, picked by its ID, which moves a deal or a candidate along without a click in Attio. The rest of the entry stays untouched.
Update a Selectable Option
ActionIn Make“Updates a selectable option by its ID.”
Renames or adjusts one choice of a select attribute, picked by its ID. You fix the value once in Make instead of in every picklist setting by hand.
List Lists
SearchIn Make“Retrieves a list of all lists.”
Returns every list of your workspace, one bundle per list, which gives you the IDs other modules ask for. Think of it as the map of your Attio pipelines inside the scenario.
Search Entries
SearchIn Make“Retrieves a list of entries filtered by criteria.”
Finds the entries that match your criteria and returns zero, one or several of them. It answers questions such as which deals sit in a given stage, then lets later modules act on each result.
Search Users
SearchIn Make“Retrieves a list of users filtered by criteria.”
Looks up the members of your Attio workspace that match your criteria, so a scenario can find the right teammate instead of hard coding a name. It returns zero, one or several users.
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