Attio

Last updated: September 2, 2025

Introduction

The Attio integration in Zams allows your AI agents to manage customer and business records directly in your Attio workspace. With this integration, agents can create and update records, attach notes, search for people or companies, and organize data into lists—all through natural language prompts.

This guide explains how to connect Attio to Zams, what functionalities are supported, and how you can use them effectively.

Available Functionalities

Records Management

Functionality

Description

Create Record

Create a new record for people, companies, deals, or other object types.

Find Record

Retrieve a record by ID or by searching attributes.

Update Record

Edit details of an existing record.

Delete Record

Permanently delete a record (irreversible).

List Records

View all records for a specific object type, with pagination support.

Notes Management

Functionality

Description

Create Note

Add a note to a person, company, or deal record.

List Notes

Remove a note from a record.

Workspace & Objects

Functionality

Description

List Objects

View all available object types (system-defined or custom).

Get Object Details

Retrieve metadata about a specific object type, including available fields.

List Lists

Show all lists in your workspace, as they appear in the sidebar.

Example Prompts for Usage

Here are examples of how you can use the Attio integration in Zams with natural language:

Records Management

  • “Create a new record in Attio for a company named Acme Corp with industry Technology.”

  • “Find the record for Jane Doe in people.”

  • “Update the status field to Closed Won for the deal Q1 Renewal.”

  • “Delete the record for Test Company.”

  • “Show me all records under deals.”

Notes Management

  • “Add a note to Acme Corp saying Meeting scheduled for Monday.”

  • “List all notes for Jane Doe.”

  • “Delete the note about Outdated contact info from Acme Corp.”

Workspace & Objects

  • “Show me all available objects in my Attio workspace.”

  • “Get the field details for the companies object.”

  • “List all lists available in my workspace.”

Tip

Use natural, conversational prompts. For example, saying “Add a note to John Smith’s record that he requested a demo next week” is enough for your agent to select the correct Attio functionality automatically.