Easy Digital Downloads → AttioEvents and actions

Use Easy Digital Downloads events to automate Attio

Choose an event from Easy Digital Downloads to 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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Easy Digital Downloads

Attio

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Automations

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 an EDD payment is complete

When an EDD payment is complete
Add a record to an object in Attio

Add a record to a list in Attio when an EDD payment is abandoned

When an EDD payment is abandoned
Add a record to a list in Attio

Supported triggers and actions

Choose a trigger, then combine actions in the order you need. For a quicker setup, describe what you want to Noptin’s AI and let it build your automation rule.

When this happens (7)

When an EDD payment is complete
When an EDD payment is refunded
When an EDD payment is abandoned
When an EDD download is bought or refunded
When an EDD order is created
When an EDD payment is pending
When an EDD payment is processing

Do this (3)

Add a record to an object in Attio
Remove a record from an object in Attio
Add a record to a list in Attio

View all triggers and actions (23)

Search triggers and actions

When this happens (13)

When an EDD payment is partially refunded
When an EDD payment is revoked
When an EDD payment fails
When an EDD customer is created
When an EDD email address is added to a customer
When an EDD discount code is created
When an EDD discount code is used
When an EDD discount code is activated
When an EDD discount is de-activated
When an EDD discount expires
When an EDD discount is deleted
When an EDD download is created
When an EDD download is deleted

About this connection

How the two tools fit together

Easy Digital Downloads: Add a newsletter subscription checkbox to your EDD checkout form or automatically add new EDD customers to your newsletter or CRM.

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?

Connect Attio, then fill in the contact details it asks for. The available fields depend on your account.

Available details depend on the Easy Digital Downloads event or action you choose and any fields configured on your site. Available fields depend on the selected Attio object and the connected account.

Start here

Set up Easy Digital Downloads and Attio with Noptin

Install the free Noptin plugin on your WordPress site.
Activate your Noptin license, then install the Noptin add-on for Attio from Noptin → Extensions. How to activate your license.
Install and set up Easy Digital Downloads on your WordPress site. Connect Attio in Noptin using the account or server details requested in its settings.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Put it together

Set up the automation in WordPress

Choose an event from Easy Digital Downloads to start the automation.
Choose an action from Attio in 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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