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CRM Records

Connect Attio to WordPress

Create or update a record in Attio when something happens on your WordPress site. Choose the record type, then fill in the fields your account requires.

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How it works

Update a record in Attio

01

Connect your account

Connect the Attio account you want to update.

02

Choose a record type

Select the object in the Noptin settings.

03

Fill in its fields

Use details from the WordPress event or enter a fixed value where allowed.

What you can automate

Manage Attio records

Object

Create or update records in the selected object, or delete existing records.

List

Add contacts to a list.

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

Explore connections

Send WordPress activity to Attio

Fields in your account

Which Attio fields are available?

Available fields depend on the selected Attio object and the connected account.

Automations

Example automations

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 specific Formidable Forms form is submitted

  1. Formidable FormsWhen a specific Formidable Forms form is submitted.
  2. AttioAdd a record to an Object in Attio

Add a record to a List in Attio when a user purchases a membership

  1. MemberPressWhen a user purchases a membership
  2. AttioAdd a record to a List in Attio

Add a record to an Object in Attio when a specific WS Form form is submitted

  1. WS FormWhen a specific WS Form form is submitted.
  2. AttioAdd a record to an Object in Attio

Add a record to an Object in Attio when a specific QuillForms form is submitted

  1. QuillFormsWhen a specific QuillForms form is submitted.
  2. AttioAdd a record to an Object in Attio

Add a record to a List in Attio when a specific Gravity Forms form is submitted

  1. Gravity FormsWhen a specific Gravity Forms form is submitted.
  2. AttioAdd a record to a List in Attio

Add a record to a List in Attio when a listing is published

  1. DirectoristWhen a listing is published
  2. AttioAdd a record to a List in Attio

Add a record to a List in Attio when a specific Beaver Builder form is submitted

  1. Beaver BuilderWhen a specific Beaver Builder form is submitted.
  2. AttioAdd a record to a List in Attio

Add a record to an Object in Attio when an event is deleted

  1. The Events CalendarWhen an event is deleted
  2. AttioAdd a record to an Object in Attio

Add a record to a List in Attio when a donation status changes

  1. CharitableWhen a donation status changes
  2. AttioAdd a record to a List in Attio

Start here

Set up 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 Attio from Noptin → Extensions. How to activate your license.
  3. Connect Attio in Noptin using the account or server details requested in its settings.
  4. Create an automation rule with a record action from Attio, choose the record type, fill in its required fields, then run a test.

See how to install a premium extension.

How to install the Noptin newsletter plugin

Connect Attio with WordPress plugins

Advanced AdsAdvanced AdsbbPressbbPressBeaver BuilderBeaver BuilderBit FormBit FormBit SocialBit SocialBricks BuilderBricks BuilderBrizyBrizyCharitableCharitableContact Form 7Contact Form 7Convert ProConvert ProDirectoristDirectoristDivi BuilderDivi BuilderEasy Digital DownloadsEasy Digital DownloadsElementorElementorEvents ManagerEvents ManagerEverest FormsEverest FormsFluent FormsFluent FormsFluent SupportFluent SupportFluentCommunityFluentCommunityFormidable FormsFormidable FormsForminatorForminatorGamiPressGamiPressGeoDirectoryGeoDirectoryGravity FormsGravity FormsHappyformsHappyformsHizzle PayHizzle PayJetFormBuilderJetFormBuilderLearnDashLearnDashLearnPressLearnPressLifterLMSLifterLMSMasteriyo LMSMasteriyo LMSMasterStudy LMSMasterStudy LMSMemberPressMemberPressMetFormMetFormModern Events CalendarModern Events CalendarmyCREDmyCREDNinja FormsNinja FormsPaid Memberships ProPaid Memberships ProQuillFormsQuillFormsSensei LMSSensei LMSSimple MembershipSimple MembershipSureMembersSureMembersThe Events CalendarThe Events CalendarTutor LMSTutor LMSweFormsweFormsWishList MemberWishList MemberWooCommerceWooCommerceWordPress CommentsWordPress CommentsWordPress UsersWordPress UsersWP eMemberWP eMemberWP Job ManagerWP Job ManagerWP Job OpeningsWP Job OpeningsWP Recipe MakerWP Recipe MakerWP-PollsWP-PollsWPFormsWPFormsWPLoyaltyWPLoyaltyWS FormWS Form

About 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.

Visit the Attio website ↗

Ready to use Attio with Noptin?

Follow the setup above, then build your first workflow in WordPress.

See plans and pricing