Add a record to a List in Attio when a specific Bit Form form is submitted
When a specific Bit Form form is submitted.
Add a record to a List in Attio
Bit Form → AttioEvents and actions
Use Bit Form submissions to automate Attio
When a specific Bit Form form is submitted, start an automation, then choose from the Attio actions listed below. The action settings show what information you need to provide.
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Automation ideas
Ways to connect these tools
These are examples. Available fields depend on the event and the choices on your site or connected account.
Add a record to an Object in Attio when a specific Bit Form form is submitted
- When a specific Bit Form form is submitted.
- Add a record to an Object in Attio
Available in Noptin
Attio actions
Objects
2 actions
View actions
- Add a record to an Object in Attio
- Remove a record from an Object in Attio
Lists
2 actions
View actions
- Add a record to a List in Attio
- Remove a record from a List in Attio
Available in Noptin
Bit Form events
Forms
1 event
- When a specific Bit Form form is submitted.
About this connection
How the two tools fit together
Bit Form: Noptin loads your Bit Form forms and the fields belonging to the form you select.
Attio: Attio is a customer relationship management platform that offers tools for sales automation, marketing, customer support, and analytics to help businesses manage their interactions with customers, streamline processes, and improve sales performance.
What information can you send?
First choose the Bit Form form. Noptin then shows the answers that form collects, so you can send the right ones to Attio.
Available fields depend on the selected Attio object and the connected account.
Start here
Set up Bit Form and Attio with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for Bit Form and Attio from Noptin → Extensions. How to activate your license.
- Install and set up Bit Form on your WordPress site. Connect Attio in Noptin using the account or server details requested in its settings.
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Put it together
Set up the automation in WordPress
- Select the Bit Form form whose submissions should start the automation.
- Choose a Attio action from the list above and fill in its required settings.
- Match the details from the first step to the fields in the second. Run a test, then turn on the rule.
Follow the automation rules guide if you need help creating the rule.
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