Simple Membership → AttioEvents and actions

Use Simple Membership events to automate Attio

Choose an event from Simple Membership 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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Simple MembershipSimple MembershipAttioAttio
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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 member registers

  1. Simple MembershipWhen a member registers
  2. AttioAdd a record to a List in Attio

Add a record to an Object in Attio when a member's membership level changes

  1. Simple MembershipWhen a member's membership level changes
  2. AttioAdd 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

1 action

  • Add a record to a List in Attio

Available in Noptin

Simple Membership events and actions

Memberships

3 events · 2 actions

View events and actions

Events

  • When a member registers
  • When a member's membership level changes
  • When a member's membership status changes

Actions

  • Change a member's membership level
  • Change a member's membership status

About this connection

How the two tools fit together

Simple Membership: A flexible, well-supported, and easy-to-use WordPress membership plugin for offering free and premium content from your WordPress site.

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 Simple Membership 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 Simple Membership 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 Simple Membership and Attio from Noptin → Extensions. How to activate your license.
  3. Install and set up Simple Membership 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

  1. Choose an event from Simple Membership 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 Simple Membership and Attio?

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