Connect Attio to Siftree.

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

Connect

Read from your Attio account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Get Record

    Retrieve a single record by its ID from a given object (people, companies, deals, or a custom object). Use when you have a record's id and need its attribute values. Example: Object people , Record ID…

  • New Activity Created (Instant)Trigger

    Emit new event when a note, task, or comment is created, useful for tracking engagement in real time.

  • New List Entry (Instant)Trigger

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

  • New List Entry Deleted (Instant)Trigger

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

  • New List Entry Updated (Instant)Trigger

    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")

  • New Note (Instant)Trigger

    Emit new event when a new note is created.

  • New Note Updated (Instant)Trigger

    Emit new event when a note is updated. Fires when the title is modified ( note.updated ) and when the body content is edited ( note-content.updated ).

  • New Object Attribute (Instant)Trigger

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

  • New Object Attribute Updated (Instant)Trigger

    Emit new event when an object attribute is updated (e.g. when renaming the "Rating" attribute to "Score" on the company object)

  • New Record Created (Instant)Trigger

    Emit new event when new record, such as person, company or deal gets created

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  • New Record Updated (Instant)Trigger

    Emit new event when values on a record, such as person, company or deal, are updated

Act

Take action in Attio

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Create Note

    Create a plaintext note attached to a record (person, company, deal, or any object). Use when you want to log context on a record. Set Parent Object , Parent Record ID , Title , and Content . Example: Parent Object…

  • Create or Update Record

    Creates or updates a specific record such as a person or a company. If a record with the same matching attribute already exists, it's updated; otherwise a new record is created. Objects without a unique attribute to…

  • Create Person

    Create a new person record in Attio. Use when adding a contact. Set any of the person fields (name, email, job title, phone, socials) and optionally link a company by its record id. Example: First Name Ada , Last Name…

  • Create Task

    Create a task in Attio with content, a deadline, completion state, optional assignees, and optional linked records. Use when you need a follow-up or to-do. Example: Content Email the signed contract to Ada , Deadline…

  • Delete List Entry

    Delete an entry from a list (this removes the record from the list, not the underlying record itself). Destructive — confirm the entry before deleting. Use List List ID Options to find a List ID , then choose the Entry…

  • Update Person

    Update an existing person record by its ID; only the fields you set are changed. Use Get Record (object people ) or the Person ID lookup to find the Person ID first. Example: Person ID…

Need something from Attio that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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