Attio

Runs on its own 12

Looking things up, writing to Everdeck's own records and changes one step can undo. Once an agent's charter grants one of these, it runs without asking, unless you set it to Ask first in the charter or one of your approval rules covers it.

• Search records Tier 0 · Read Outside content

  Fuzzy search like Attio's search bar: matches names, domains, emails, phone numbers and social handles on people and companies, and names on other objects. Returns up to 25 hits with record id, object and label. Results are eventually consistent.

• Filter records Tier 0 · Read Outside content

  List records of one object with filters and sorting, for example deals in a stage or people at a company. Filter syntax: {"stage": "In Progress"} (implicit equality) or {"$and": [{"name": {"$contains": "acme"}}, {"value": {"$gte": 10000}}]}. Sort: [{"attribute": "created_at", "direction": "desc"}].

• Read a record Tier 0 · Read Outside content

  Read one record with all attribute values.

• Create a record Tier 2 · Reversible

  Create a person, company, deal or custom-object record. Fails if a unique attribute (a person's email, a company's domain) already exists; use assert_record to update instead.

• Create or update a record Tier 2 · Reversible

  Upsert by a unique attribute: if a record with the same value exists it is updated (multiselect values are replaced), otherwise it is created. For people match on email_addresses, for companies on domains.

• Update a record Tier 2 · Reversible Outside content

  Change attribute values on a record; values for multiselect attributes are added to the existing ones. Move a deal with {"stage": "In Progress"} (the exact status title).

• Add a record to a list Tier 2 · Reversible

  Add a record to a list (a pipeline or collection), optionally setting the list's own attributes such as its stage. Lists can hold the same record more than once.

• Write a note Tier 2 · Reversible Outside content

  Add a note to a record (person, company, deal or other). Notes are visible to the workspace.

• Create a task Tier 2 · Reversible Outside content

  Create a task (plain text, up to 2,000 characters) with an optional deadline, linked to records and assigned to workspace members.

• List an object's attributes Tier 0 · Read Outside content

  List an object's attributes (slug, title, type, whether unique or multiselect) to know what values to write.

• List lists Tier 0 · Read Outside content

  List the workspace's lists (pipelines and collections) with their slugs and parent objects.

• List workspace members Tier 0 · Read Outside content

  List workspace members (id, name, email) for task assignees and deal owners.