Gmail integration with Attio
How to Create and update people and entries in Attio when new Gmail attachments are received
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create and update people and entries in Attio when new Gmail attachments are received" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Attio integrations
Attio actions
Nekton can use any feature that is available in Attio API.
Using our advanced AI, you can easily create custom automations for Attio.
Here are some typical actions you can do in your automated workflows.
Link Person and Company
Link a Person and a Company together.
Create Note
Creates a new Note on a given Record
Create Storage Location
Connects a folder from a file provider (eg. Dropbox) to a Record.
Update Record Attribute Values
Update values on a Person, Company or other Record
Find or Create Company
Find or create a Company.
Find or Create Entry
Find or Create an Entry in a Collection.
About Attio
Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.