> ## Documentation Index
> Fetch the complete documentation index at: https://docs.fetchhive.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio

> A customizable workspace for managing relationships, records, and workflows via your connected account.

Use Attio when you need to create, find, or update CRM records in a workflow. It also works for tasks, notes, and meetings tied to those records.

## Configuration

| Option | Required | Description |
| - | - | - |
| Name | No | Label for the step in the workflow canvas. |
| Authentication | Yes | The connected Attio account to use for this step. |
| Action | Yes | The Attio action to perform (for example Get person, Create person, Update person, Assert person). |
| Arguments | Yes | Per-action form fields generated from the action's schema. Each text field has an **Insert Variable** button for injecting `{{placeholder}}` values. A **Raw JSON** tab is available for advanced usage. |
| When the step fails | No | Controls whether the workflow should **Terminate Workflow** or **Continue** if this step fails. |

Before you configure this step, connect Attio in **Integrations** for your workspace using the sign-in flow. If no active connection is available, the step shows a warning with a link to **Integrations** instead of the account selector.

## Arguments form

When you select an action, the **Arguments** section renders a form driven by the action's input schema. Fields that refer to existing records include dropdown pickers.

Switch to the **Raw JSON** tab when you prefer to write the full arguments object by hand. Changes in either tab stay in sync.

## Common actions

| Action | Description |
| - | - |
| **Get person** | Retrieve a person record by record ID. |
| **Create person** | Create a new person record. |
| **Update person** | Update a person record by record ID. |
| **Assert person** | Create or update a person record using a matching attribute. |
| **Get company** | Retrieve a company record by record ID. |
| **Create company** | Create a new company record. |
| **Update company** | Update a company record by record ID. |
| **Assert company** | Create or update a company record using a matching attribute. |
| **Get deal** | Retrieve a deal record by record ID. |
| **Create deal** | Create a new deal record. |
| **Update deal** | Update a deal record by record ID. |
| **Get task** | Retrieve a task by task ID. |
| **Create task** | Create a new task. |
| **Update task** | Update an existing task by task ID. |
| **Get note** | Retrieve a note by note ID. |

Destructive actions, such as deleting records, are not available in the workflow action picker.

## Output

This step stores the Attio response as the step output. The shape of the response depends on the action.

Use the full output reference in later steps:

```text theme={null}
{{STEP_IDENTIFIER.output}}
```

## Example

1. Open **Integrations** and connect Attio if you have not already done that.
2. Add an **Attio** step to your workflow.
3. Select a connected account in **Authentication**.
4. Choose **Get person** in **Action**.
5. Fill in the required fields. Use **Insert Variable** to reference an earlier step's output for any field value.
6. Click **Run** in the step header to test the action, then review the returned payload in **Output**.

## Use cases

### Create a person from form data

1. Assert person
2. Get person
3. Create note

### Update a deal after a reply

1. Get deal
2. Update deal
3. Create task

### Log a meeting and follow-up

1. Create meeting
2. Create note
3. Create task

## Notes

* This step depends on a connected Attio integration in your workspace.
* The workflow action picker shows a curated set of actions. Agents with the Attio tool can use more of them.
* The sign-in screen may show third-party authorization branding.

## Using Attio as an Agent Tool

You can also add Attio as a tool in the **Agent Editor**. Open the agent, click **Add tool**, and select **Attio**. In the tool settings panel, choose the connected account the agent should use. The agent calls Attio actions when they are relevant to the conversation.

See also: [Integrations](https://docs.fetchhive.com/workspace/integrations.md), [Creating and Editing](https://docs.fetchhive.com/workflows/creating-and-editing.md), and [Testing and Iteration](https://docs.fetchhive.com/workflows/testing-and-iteration.md)


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