Attio for Workflows

Transforming CRM and Data Management

Attio for Workflows empowers teams and agencies to streamline their customer relationship management (CRM) and data organization processes. From creating detailed records to managing tasks and tracking updates, Attio integrates seamlessly into your workflows for enhanced productivity.

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Entry Management

Attribute Handling

Integrated Task

Company Profiling

Detailed Information

Actions

Create Contact

Quickly add new contacts to your system for communication or record-keeping. Ideal for lead generation or customer management.

Update Contact

Modify and maintain accurate contact details as needed to reflect the latest information.

Delete Contact

Remove outdated or unnecessary contacts to keep your records clean and relevant.

Get Contact

Retrieve detailed information about a specific contact for reference or further action.

Update Contact Custom Field

Personalize contact records by updating custom fields according to your business needs.

Create Company Customer

Add new business customers to your CRM and begin tracking their interactions and transactions.

Detailed Information

Triggers

Contact Created

Automatically trigger workflows whenever a new contact is added to your system.

Company Customer Created/Updated

Initiate actions when a company customer is added or their details are changed.

Individual Customer Created/Updated

Respond instantly to the creation or modification of individual customer profiles.

Site Created/Updated

Trigger workflows when a new site is created or an existing site is modified.

Detailed Information

Use Cases

End-to-End Project Management

Manage every aspect of a project, from creating jobs and sites to tracking schedules and invoices.

Customer and Vendor Relationships

Build and maintain strong relationships by keeping customer and vendor data organized and up to date.

Enhanced Collaboration and Communication

Automate notifications and updates for seamless collaboration between teams and clients.

Attio for Workflows

Why Choose Sim Pro for Workflows?

Dynamic CRM Management
Customize and streamline CRM processes for optimal efficiency.
Efficient Collaboration
Share and manage data seamlessly across teams
Proactive Insights
Real-time triggers ensure you never miss a critical update.

Apps Installation and Integration

Custom Actions

Create List

Get List

Update List

Create Note

Create Task

Get List Entry

Delete List Entry

Update Task

Get Record

Create Attribute

Update Attribute

Get Attribute

Create Selectable

Update Select Option

Create Person

Update Person

Get Person

Create Company

Update Company

Get Company

Custom Triggers

Task Created

Record Created

Record Updated

Record Deleted

List Entry Created

List Entry Updated

List Entry Deleted

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Our high involvement with the app marketplace, and commitment to developing the best apps from day 1, saw us recognised by GHL as an official global developer partner.

We have frequent communications with the GHL dev team giving us a platform to bring your requests to their attention. Not only that, but early access to upcoming features means our apps will always work with any new GHL product.