Add a record to a List in Attio when a customer's loyalty level changes
When a customer's loyalty level changes
Add a record to a List in Attio
WPLoyalty → AttioEvents and actions
Use WPLoyalty events to automate Attio
Choose a WPLoyalty event 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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Automation ideas
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 points are awarded to a customer
- When points are awarded to a customer
- 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
WPLoyalty events and actions
WPLoyalty
2 events · 2 actions
View events and actions
Events
- When points are awarded to a customer
- When a customer's loyalty level changes
Actions
- Award points to a customer
- Deduct points from a customer
About this connection
How the two tools fit together
WPLoyalty: Loyalty Rules and Referrals for WooCommerce. Turn your hard-earned sales into repeat purchases by rewarding your customers and building loyalty.
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 WPLoyalty 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 WPLoyalty and Attio with Noptin
- Install the free Noptin plugin on your WordPress site.
- Activate your Noptin license, then install the Noptin add-on for WPLoyalty and Attio from Noptin → Extensions. How to activate your license.
- Install and set up WPLoyalty 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 a WPLoyalty event to start the automation.
- Choose a Attio action from 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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