Add a record to an Object in Attio when someone creates a new account
When someone creates a new account
Add a record to an Object in Attio
WordPress Users → AttioEvents and actions
Use WordPress Users events to automate Attio
Choose an event from WordPress Users 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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WordPress Users→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 a List in Attio when a certain role is added to a user
- When a certain role is added to a user
- Add a record to a List 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
WordPress Users events and actions
Users
8 events · 5 actions
View events and actions
Events
- When someone creates a new account
- When a user profile is updated
- When a user account is deleted
- When a certain role is added to a user
- When a certain role is removed from a user
- When user's role is changed
- When someone logs in to their account
- When a user resets their password
Actions
- Create or update a user account
- Delete a user account
- Add a role to a user
- Remove a role from a user
- Set a user's role
About this connection
How the two tools fit together
WordPress Users: Send a bulk email to your WordPress Users. You can filter recipients by their user roles or custom fields.
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 WordPress Users 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 WordPress Users and Attio with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for WordPress Users and Attio from Noptin → Extensions. How to activate your license.
- Connect Attio in Noptin using the account or server details requested in its settings.
How to install the Noptin newsletter plugin
Put it together
Set up the automation in WordPress
- Choose an event from WordPress Users 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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