myCRED → AttioEvents and actions

Use myCRED events to automate Attio

Choose an event from myCRED 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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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 a List in Attio when a user gains points

  1. When a user gains points
  2. Add a record to a List in Attio

Add a record to an Object in Attio when a user gains points

  1. When a user gains points
  2. 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

myCRED events and actions

myCRED

2 events · 2 actions

View events and actions

Events

  • When a user gains points
  • When points are deducted from a user

Actions

  • Award points to a user
  • Deduct points from a user

About this connection

How the two tools fit together

myCRED: Award virtual points to your users for various actions and let them spend those points in creative ways.

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 myCRED 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 myCRED and Attio with Noptin

  1. Install the free Noptin plugin on your WordPress site.
  2. Activate your Noptin license, then install the Noptin add-on for myCRED and Attio from Noptin → Extensions. How to activate your license.
  3. Install and set up myCRED 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.

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Put it together

Set up the automation in WordPress

  1. Choose an event from myCRED to start the automation.
  2. Choose an action from Attio in the list above and fill in its required settings.
  3. 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.

Ready to connect myCRED and Attio?

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