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Agent Serve is available to teams by invitation. Tell us what you want to build and we will set up your workspace with you.
Agent Serve · Sales integration
Build Attio automation with AI agents in Agent Serve. Manage records, notes, tasks, lists, comments, and more in Attio CRM.
Attio is a Sales integration for Agent Serve, the AI workspace where teams build and deploy AI agents. Agent Serve's Attio integration provides 45 Attio tools and 22 real-time triggers that AI agents can use inside Agent Serve's visual workflow builder. Attio connects with one-click OAuth. Explore deployment options with the Agent Serve team.
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Connect Attio to Agent Serve and run Attio automation across your CRM workflows. Manage records, notes, tasks, lists, list entries, comments, workspace members, and webhooks from one AI workspace. This Attio integration helps teams automate CRM updates, trigger agents from Attio events, and connect customer data to the rest of their go-to-market stack.
Agent Serve accounts are created by invitation. Request access for your team, or accept an invitation from your workspace admin, then sign in.
Open your workspace, drag an Attio block onto the workflow builder, and connect your account with one-click OAuth.
Pick the tool you need, wire in an AI agent for reasoning or data transformation, and run. Your Attio automation is live.
45 Attio tools available in Agent Serve.
Query and list records for a given object type (e.g. people, companies)
Get a single record by ID from Attio
Create a new record in Attio for a given object type
Update an existing record in Attio (appends multiselect values)
Delete a record from Attio
Fuzzy search for records across object types in Attio
Upsert a record in Attio — creates it if no match is found, updates it if a match exists
List notes in Attio, optionally filtered by parent record
Get a single note by ID from Attio
Create a note on a record in Attio
Delete a note from Attio
List tasks in Attio, optionally filtered by record, assignee, or completion status
Get a single task by ID from Attio
Create a task in Attio
Update a task in Attio (deadline, completion status, linked records, assignees)
Delete a task from Attio
List all objects (system and custom) in the Attio workspace
Get a single object by ID or slug
Create a custom object in Attio
Update a custom object in Attio
List all lists in the Attio workspace
Get a single list by ID or slug
Create a new list in Attio
Update a list in Attio
Query entries in an Attio list with optional filter, sort, and pagination
Get a single list entry by ID
Add a record to an Attio list as a new entry
Update entry attribute values on an Attio list entry (appends multiselect values)
Remove an entry from an Attio list
List all workspace members in Attio
Get a single workspace member by ID
Create a comment on a list entry in Attio
Get a single comment by ID from Attio
Delete a comment in Attio (if head of thread, deletes entire thread)
List comment threads in Attio, optionally filtered by record or list entry
Get a single comment thread by ID from Attio
List all webhooks in the Attio workspace
Get a single webhook by ID from Attio
Create a webhook in Attio to receive event notifications
Update a webhook in Attio (target URL and/or subscriptions)
Delete a webhook from Attio
List the attributes (schema fields) defined on an Attio object or list
Get a single attribute (schema field) on an Attio object or list
Create a new attribute (schema field) on an Attio object or list
Update an attribute (schema field) on an Attio object or list
Connect an Attio webhook to Agent Serve and your agent runs the instant an event happens, no polling, no delay.
Trigger workflow when a new record is created in Attio
Trigger workflow when a record is updated in Attio
Trigger workflow when a record is deleted in Attio
Trigger workflow when two records are merged in Attio
Trigger workflow when a new note is created in Attio
Trigger workflow when a note is updated in Attio
Trigger workflow when a note is deleted in Attio
Trigger workflow when a new task is created in Attio
Trigger workflow when a task is updated in Attio
Trigger workflow when a task is deleted in Attio
Trigger workflow when a new comment is created in Attio
Trigger workflow when a comment thread is resolved in Attio
Trigger workflow when a comment thread is unresolved in Attio
Trigger workflow when a comment is deleted in Attio
Trigger workflow when a new list entry is created in Attio
Trigger workflow when a list entry is updated in Attio
Trigger workflow when a list entry is deleted in Attio
Trigger workflow when a list is created in Attio
Trigger workflow when a list is updated in Attio
Trigger workflow when a list is deleted in Attio
Trigger workflow when a new member is added to the Attio workspace
Trigger workflow on any Attio webhook event
Ready-to-use templates featuring Attio. Click any to build it instantly.
Agent Serve's Attio integration adds 45 Attio tools and 22 real-time triggers to the AI agents you build in Agent Serve's visual workflow builder — you build it all visually. Manage records, notes, tasks, lists, comments, and more in Attio CRM. Teams often pair Attio with Affinity and Rippling in the same agent.
Agent Serve is available to teams by invitation. Request access and the team will map out the Attio agents, connections, and team access your process needs.