Attio

Attio is a modern customer relationship management tool which is easy to get started with and scale with your team’s operations. Cargo’s native integration with Cargo allows the user to both pull data from the CRM as part of data models, but also write and delete data from all CRM objects to maintain it.

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How to set up Attio

• Connect Attio to Cargo using oAuth
• Setup an Attio data model
• Choose “Attio” from the node catalog from inside a Play, Tool or Agent

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Attio Actions

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Find Record

Retrieve a single record from Attio by its unique ID:

• Record lookup – Get specific record details for processing workflows
• Data validation – Verify record existence before performing operations

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Insert Record

Insert a new record into Attio:

• Lead capture – Create new leads from various sources and channels
• Contact creation – Add new contacts from forms, events, or imports
• Company creation - Add new companies from forms, events, or imports

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Match Record

Check if a record exists in Attio:

• Duplicate prevention – Avoid creating duplicate records
• Smart routing – Route records based on existing data

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Search Records

Retrieve multiple records from Attio based on search criteria:

• Advanced filtering – Find if records exist meeting specific criteria
• Bulk operations – Retrieve multiple records for processing inside a group node

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Update Record

Update an existing record in Attio:

• Data enrichment – Keep record information current and accurate
• Lifecycle management – Update record stages and statuses

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Upsert Records

Upsert multiple records into Attio (insert or update):

• Bulk data operations – Insert records in bulk while avoiding duplicates
• Data synchronization – Keep external systems synchronized with Attio

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Delete Record

Delete a record from Attio:

• Data cleanup – Remove outdated or incorrect records programmatically or in batches

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Data Models on Attio

Cargo allows you to create data models on top of your Attio CRM data that can be used to trigger Plays and power model search actions.

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Creating Attio data models

• Name: Choose a descriptive name for your model (required)
• Slug: Set a unique identifier that cannot be changed once created (required)
• Object Type: Select the Attio object type you want to model:

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Object Types Available

Deal Models

• Track opportunities, pipeline stages, and deal progression
• Monitor deal velocity, conversion rates, and forecasting
• Analyze win/loss patterns and sales performance

Company Models

• Manage company records with domains, descriptions, and team information
• Track company categories, locations, and relationships
• Monitor company engagement and lifecycle stages

Person Models

• Handle contact and lead information
• Track individual engagement and communication history
• Manage contact lifecycle and qualification status