STEP 1
Connect Attio and Salesmate
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Attio and Salesmate Integration
Connect Attio and Salesmate to automate crm workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Attio and Salesmate
Detailed info you need to know about Attio and Salesmate integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Attio to Salesmate
Set up your Attio and Salesmate integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Attio and Salesmate nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Attio and Salesmate. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Attio and Salesmate work in WEXTL?
WEXTL exposes actions and triggers for Attio and Salesmate that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Attio triggersSalesmate actions
Attio modules
- Create a Call RecordingCreate a new call recording for a meeting.
- Create a CommentCreates a new comment related to an existing thread, record or entry.
- Create a FolderCreates a native folder entry or a connected file/folder entry on an object record.
- Create a ListCreates a new list.
- Create a MeetingCreates a new meeting.
- Create a NoteCreates a new note for a given record.
- Create a RecordCreates a new person, company or other record.
- Create a TaskCreates a new task.
- Create an AttributesCreates a new attribute on either an object or a list.
- Create an EntryAdds a record to a list as a new list entry.
- Create an ObjectCreates a new custom object in your workspace.
- Delete a Call RecordingDeletes the specified call recording. This will remove the call recording and all associated data.
- Delete a CommentDeletes a comment by ID.
- Delete a FileDelete a single file by ID.
- Delete a NoteDelete a single note by ID.
- Delete a RecordDeletes a single record (e.g. a company or person) by ID.
- Delete a TaskDelete a task by ID.
- Delete an EntryDeletes a single list entry by its entry_id.
- Download a FileDownloads a file by redirecting to a signed URL.
- Get a Call RecordingGet a single call recording by ID.
- Get a CommentGet a single comment by ID.
- Get a FileGet a single file entry by ID.
- Get a ListGets a single list in your workspace that your access token has access to.
- Get a MeetingGet a single meeting by ID.
- Get a NoteGet a single note by ID.
- Get a RecordGets a single person, company or other record by its record_id.
- Get a TaskGet a single task by ID.
- Get a ThreadGet all comments in a thread.
- Get a Workspace MemberGets a single workspace member by ID.
- Get an AttributesGets information about a single attribute on either an object or a list.
- Get an EntryGets a single list entry by its entry_id.
- Get an ObjectGets a single object by its object_id or slug.
- List All ListsList all lists that your access token has access to.
- List AttributesLists all attributes defined on a specific object or list.
- List Call RecordingsList all call recordings for a meeting.
- List EmailsLists email metadata from your workspace’s connected mailboxes.
- List EntriesLists entries in a given list.
- List FilesLists internal files, externally connected files and folders for a specific record.
- List MeetingsLists all meetings in the workspace.
- List NotesList notes for all records or for a specific record.
- List Object ViewsLists saved views for an object. Results are ordered by view ID.
- List ObjectsLists all system-defined and user-defined objects in your workspace.
- List Record EntriesList all entries, across all lists, for which this record is the parent.
- List RecordsLists people, company or other records, with the option to filter and sort results.
- List Select OptionsLists all select options for a particular attribute on either an object or a list.
- List StatusesLists all statuses for a particular status attribute on either an object or a list.
- List TasksReturns a list of all tasks.
- List ThreadsList threads of comments on a record or list entry.
- List View ListsLists saved views for a list. Results are ordered by view ID.
- List Workspace MembersLists all workspace members in the workspace.
Salesmate modules
- Add ActivityCreates activity.
- Add CompanyCreates company.
- Add ContactCreates contact.
- Add DealCreates deal.
- Add Lookup Field ValueCreates lookup field value.
- Add NoteCreates note.
- Add ProductCreates product.
- Add Product VariantCreates product variant.
- Create Custom Module RecordCreates custom module record.
- Delete ActivityDeletes activity.
- Delete CompanyDeletes company.
- Delete ContactDeletes contact.
- Delete Custom Module RecordDeletes custom module record.
- Delete DealDeletes deal.
- Delete NoteDeletes note.
- Delete ProductDeletes product.
- Delete Products BulkDeletes products bulk.
- Fetch Lookup Field DetailsRetrieves lookup field details.
- Get Active UsersReturns active users.
- Get ActivityReturns activity.
- Get All NotesReturns all notes.
- Get CompanyReturns company.
- Get ContactReturns contact.
- Get Custom Module RecordReturns custom module record.
- Get DealReturns deal.
- Get Module IDsReturns module ids.
- Get NoteReturns note.
- Get Note AttachmentReturns note attachment.
- Make an API CallPerforms an arbitrary authorized API call.
- Pin NotePins note.
- Search ActivitiesSearches for activities.
- Search CompaniesSearches for companies.
- Search ContactsSearches for contacts.
- Search Custom Module RecordsSearches for custom module records.
- Search DealsSearches for deals.
- Search ProductsSearches for products.
- Unpin NoteUnpins note.
- Update ActivityUpdates activity.
- Update CompanyUpdates company.
- Update ContactUpdates contact.
- Update Custom Module RecordUpdates custom module record.
- Update DealUpdates deal.
- Update Multiple Lookup FieldsUpdates multiple lookup fields.
- Update NoteUpdates note.
- Update ProductUpdates product.
- Update Single Lookup FieldUpdates single lookup field.
- Watch New ContactsTriggers when new contacts occur.
Frequently asked questions
Common questions about connecting Attio and Salesmate.
Connect your Attio and Salesmate accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Attio's "Watch Attributes" fires, WEXTL can "Add Activity" in Salesmate. Attio has 12 triggers (including Watch Attributes, Watch Call Recordings, and Watch Entries); Salesmate has 46 actions (including Add Activity, Add Company, and Add Contact). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Attio-to-Salesmate automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Attio (or Salesmate) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Attio + Salesmate automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Attio and Salesmate integration.
- Attio and Salesmate integration source code, module specs and credentials implementation.
- Our Attio and Salesmate integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Attio and Salesmate — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Attio integration information
- Salesmate integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library