Connect Attio to Heartbeat on Stepper to automate your workflows. See the triggers and actions available for each app below.
When this happens in Attio
List Entry Created
Triggers when a record, such as a person, company or deal, is added to a list.
List Entry Deleted
Triggers when a record is removed from a list.
List Entry Updated
Triggers when an attribute on a list entry is updated.
Record Created
Triggers when a record, such as a person, company or deal, is created.
Record Deleted
Triggers when a record, such as a person, company or deal, is deleted.
Record Updated
Triggers when values on a record, such as a person, company or deal, are updated.
Task Created
Triggers when a task is created.
Do this in Heartbeat
Find List Entry
Finds an entry in a list by list attributes. This will return the entry and its parent record data if 1 or more matches exist. If no matches are found, this will return an empty array.
Find Record
Finds a record by unique attributes.
Create or Update List Entry by Parent Record
Creates or updates a list entry by parent record. If an entry for the parent record already exists, it will be updated. Otherwise, it will be created. If multiple entries for the record exist in the list, an error will occur.
Create or Update Record
Creates or updates a record, such as a person, company or deal. The record is created if it doesn't yet exist, otherwise it is updated. This can also be used for finding a record by a unique attribute, such as an email address.
Create List Entry
Add a record to a specified list and set values for the new entry.
Create Note
Creates a new note on a given record.
Create Record
Creates a record, such as a person, company or deal. This action will fail if a conflicting record already exists.
Create Storage Location
Connects a folder from a file provider (eg. Dropbox) to a record.
Create Task
Creates a new task.
Delete List Entry
Deletes an existing entry from a specified list.
Update List Entry
Updates values on an existing entry in a specified list.
Update Record
Update values on a person, company or other record.
Update Task
Updates an existing task.
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.