Sales & CRM
Give your agents full access to Attio.
Agents read and write records, keep lists current, log activity, and turn a CRM into something that maintains itself. Combine Attio with enrichment and billing data and every record carries the context a rep needs.
5,000 free credits to start.
Agent reach
Attio API v2
The full surface, searched at run time.
Connect with
- Helios OAuth app
- Your own OAuth app
Event triggers
Not yet
Manual, schedule, and signed webhook are available.
What the agent can do
What agents do with Attio
Helios searches the Attio API v2 at run time. The agent finds the endpoint the task needs and calls it.
- Search Attio's entire API surface at run time and call any endpoint your key allows.
- Query, create, and update records across people, companies, deals, and custom objects.
- Read and write list entries, including stage and status attributes.
- Append notes and activity so every agent action leaves a trail on the record.
- Reconcile records against enrichment, billing, and product data.
- Run on a schedule so hygiene work happens without anyone remembering it.
Examples
Tasks you can hand to a Attio agent
Keep the CRM clean on a schedule
The agent finds duplicates, fills missing fields, corrects stage drift, and writes a note explaining every change it made.
Nightly, dedupe companies, fill missing firmographics, and flag stale deals.
- attio·list companies updated in 30 days
- apollo·enrich 61 records missing headcount
- attio·merge 9 duplicate companies
- attio·note stale deals with no activity in 21 days
CRM hygiene pass complete
- 61 records enriched
- 9 duplicates merged
- 14 deals flagged stale for their owners
Enrich every new record as it lands
A new company appears and the agent fills in size, industry, funding, and the people worth knowing before a rep opens it.
Every hour, enrich new companies with firmographics and key contacts.
- attio·list companies created in the last hour
- apollo·enrich firmographics and find 3 contacts each
- web·read each company's site for positioning
- attio·update records and add a research note
12 companies enriched
- Headcount, industry, and funding filled
- 36 contacts added with titles
- A two-line positioning summary per account
Give reps a briefing before the call
The agent assembles everything known about an account - usage, billing, support history, recent news - into one note on the record.
Each morning, write a briefing note on accounts with a call today.
- attio·list accounts with a scheduled next step
- postgres·pull product usage per account
- stripe·check plan, MRR, and payment health
- attio·write briefing note on each record
7 briefings written
- Usage trend and top features per account
- 2 accounts flagged with a failed payment
- Recent support threads summarized
Sync product signals into the CRM
Usage from your database becomes fields on the account, so the CRM reflects what customers actually do.
Nightly, sync product usage and health scores into Attio.
- postgres·compute 30-day usage per workspace
- code·score health from usage and support volume
- attio·update `health` and `last_active` on 480 accounts
480 accounts updated
- 31 accounts moved into `at risk`
- 18 accounts flagged as expansion candidates
Triggers
How a Attio workflow starts
Attio does not emit event triggers yet. Workflows that use it start by hand, on a schedule, or from a signed webhook.
Manual
Run it from the app with an optional JSON payload. Every workflow supports this.
Schedule
A cron expression or a plain sentence such as every weekday at 9am. Times are UTC.
Signed webhook
A public URL per workflow. Requests are signed with HMAC-SHA256 and expire after five minutes.
Works with
Attio works with the rest of your stack
One agent, one run, several services. It reads from one tool and writes to the next in the same sandbox.
Templates
Ready-to-run Attio workflows
Copy the prompt, connect your tools, and start a run.
Support
Slack support triage
Watches your support channel, answers what your docs already cover, and escalates the rest with the account context attached.
Sales & RevOps
Failed payment recovery
Finds failed charges every hour, emails the billing contact a working update link, and escalates the accounts that matter.
Sales & RevOps
Churn risk watchlist
Joins billing signals with product usage and support volume to find the accounts drifting toward the exit.
Sales & RevOps
Inbound lead enrichment
Enriches every new signup, scores it against your ICP by reading the company's own website, and routes the strong fits.
Sales & RevOps
Nightly CRM hygiene
Merges duplicates, fills missing company fields, and flags deals that have gone quiet. Every night.
Use cases
Where Attio agents fit
Support
Support triage
A workflow reads each new thread as it arrives. It finds the customer, checks the plan and billing state, sets labels and priority, and drafts a reply from your docs.
Sales & RevOps
Lead enrichment
A signup or form response fires a webhook. The workflow enriches the person and company, scores fit against your definition, creates the CRM record, and tells the right rep.
Operations
Billing operations
A workflow watches Stripe for failed charges and starts recovery. A second one reconciles what you billed against what your own database recorded after the books close.
Sales & RevOps
CRM data sync
A workflow computes usage from your database, joins it with billing state and support volume, and writes the result onto each account record every night.
FAQ
Questions, answered
Put an agent on Attio.
Connect it once and describe the task in chat. Then reuse the prompt as a workflow on a schedule or a webhook.