# Attio



The card's own line: *"Connect your form to your Attio CRM to create contacts,
companies, notes and more."*

## Connecting [#connecting]

OAuth, from the **Integrations** screen. Click **Authenticate** on the Attio
card and authorise Surface in Attio. The card then reads **Disconnect**, which
is how you tell it is live.

You can also connect from inside the [Workflow Builder](https://www.withsurface.com/docs/platform/forms/workflows):
add any Attio action and it offers the same authentication.

## What You Can Do with It [#what-you-can-do-with-it]

Eleven workflow actions, in create and update pairs:

| Action                                                  | Does                                                       |
| ------------------------------------------------------- | ---------------------------------------------------------- |
| Attio Create Person · Attio Update Person               | A person record                                            |
| Attio Create Company · Attio Update Company             | A company record                                           |
| Attio Create Deal · Attio Update Deal                   | A deal                                                     |
| Attio Create Custom Object · Attio Update Custom Object | Any custom object you have defined                         |
| Attio Create Note                                       | A note, usually against the person or company just created |
| Attio Create Task                                       | A task                                                     |
| Attio Get Owner                                         | Look up an owner, so a later action can assign to them     |

**Create actions have an update twin.** If a workflow's create action would hit
an existing record, switch it for the update version rather than adding
deduplication logic: Surface pairs `AttioPerson` with `AttioUpdatePerson`,
`AttioCompany` with `AttioUpdateCompany`, `AttioDeal` with `AttioUpdateDeal`
and `AttioCustomObject` with `AttioUpdateCustomObject`.

## Keeping Records Current, Not Just Connected [#keeping-records-current-not-just-connected]

A workflow writes once, when it runs. If you want the records to stay right
afterwards, that is a different product: the
[CRM System Agent](https://www.withsurface.com/docs/platform/system-agents/crm-agents) works Attio, HubSpot,
Salesforce and Zoho on an ongoing basis rather than at submission time.

## Reading Attio Back [#reading-attio-back]

There is no Attio read surface over [MCP](https://www.withsurface.com/docs/mcp-server/overview) today. The
`hubspot` tool family reads HubSpot only. To get Attio data back out, use
[webhooks](https://www.withsurface.com/docs/build/webhooks/overview) or Attio's own API.

[Workflow Builder →](https://www.withsurface.com/docs/platform/forms/workflows) ·
[Integrations directory](https://www.withsurface.com/docs/platform/integrations)