Attio (Actions) Destination

Powerful, flexible and data-driven, Attio 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 Attio User records from Segment Identify events.

Getting started

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.

Identify User

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, 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 instead.

In Attio, a Person represents a human. People have names, email addresses, Twitter profiles, email and calendar interactions, etc.

Meanwhile, a User is a user of your product. Users might have feature flags, permission levels, etc. A Person can have multiple Users, for example if they exist in different workspaces or have different sets of permissions, but are ultimately the same Person.

This mapping makes the assumption that your Segment event includes two properties:

1. An email_address property, to create or update a Person
2. A id property, to create or update an associated User

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

For example, you 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:

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 below for more information.

Group Workspace

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, 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 instead.

In Attio, a Company can have names and domains, as well as enriched properties like ARR or category.

Meanwhile, a Workspace represents a group of Users in your product. Workspaces might have feature flags, billing configurations, customer support representatives, etc. A Company can have many Workspaces.

This mapping makes the assumption that your Segment event includes two properties:

1. A domain property, to create or update a Company
2. A id property, to create or update an associated Workspace

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

For example, you 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:

Similarly, you can also set some additional properties on the Workspace. All custom attributes can be specified here, please see attribute types below for more information.

Assert Record

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, assume you have domain and twitter properties, like so:

{
    "type": "identify",
    "traits": {
        "domain": "app.attio.com",
        "twitter_handle": "@attio"
    }
}

First, you’ll need to set the “Attio Object” property - it should pre-populate with all of the activated objects in your Attio instance. Then, you’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, you’ll select “Company” as the Attio Object, and “domains” as the Matching Attribute.

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

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.

Attribute types

The Attio Action can write all 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.