Add a record to a list in Attio when a user is added to an access group
When a user is added to an access group
Add a record to a list in Attio
SureMembers → AttioEvents and actions
Use SureMembers events to automate Attio
Choose an event from SureMembers 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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SureMembers→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 a user is added to an access group
- When a user is added to an access group
- Add a record to an object 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 (3)
- When a user is added to an access group
- When a user is removed from an access group
- When an access group is published
Do this (5)
- Add a user to an access group
- Remove a user from an access group
- Add a record to an object in Attio
- Remove a record from an object in Attio
- Add a record to a list in Attio
About this connection
How the two tools fit together
SureMembers: A simple yet powerful way to add content restriction to your website.
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 SureMembers 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 SureMembers and Attio with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for SureMembers and Attio from Noptin → Extensions. How to activate your license.
- Install and set up SureMembers 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
- Choose an event from SureMembers 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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