Attio and Shape Integration

Demonstration of how apps are integrated in WEXTL workflow builder [4]

Keep Attio and Shape in sync by integrating their events and actions. When crm events happen in Attio, update the Shape automatically - without any line of code in visual workflow builder.

  • 3-day trial
  • Cancel anytime
  • Up to 10 minutes quick set up
  • GDPR
  • Data Encryption
  • 2FA
  • Local Data Region

Learn about Attio and Shape

Detailed info you need to know about Attio and Shape integrations in WEXTL. Explore which modules apps support and how you connect them.

  • Attio

    • CRM
    • 12 triggers
    • 31 searches
    • 29 actions

    Relationship CRM — people, companies, deals, lists, and custom objects. [5]

  • Shape

    • CRM
    • 3 searches
    • 9 actions

    Create, update and track mortgage leads, assignments, documents and call activity in Shape CRM. [6]

How to connect Attio to Shape

Set up your Attio and Shape integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.

How does the integration between Attio and Shape work in WEXTL?

WEXTL exposes actions and triggers for Attio and Shape 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 triggersShape actions

Attio modules

  • Create a Call Recording Create a new call recording for a meeting.
  • Create a Comment Creates a new comment related to an existing thread, record or entry.
  • Create a Folder Creates a native folder entry or a connected file/folder entry on an object record.
  • Create a List Creates a new list.
  • Create a Meeting Creates a new meeting.
  • Create a Note Creates a new note for a given record.
  • Create a Record Creates a new person, company or other record.
  • Create a Task Creates a new task.
  • Create an Attributes Creates a new attribute on either an object or a list.
  • Create an Entry Adds a record to a list as a new list entry.
  • Create an Object Creates a new custom object in your workspace.
  • Delete a Call Recording Deletes the specified call recording. This will remove the call recording and all associated data.
  • Delete a Comment Deletes a comment by ID.
  • Delete a File Delete a single file by ID.
  • Delete a Note Delete a single note by ID.
  • Delete a Record Deletes a single record (e.g. a company or person) by ID.
  • Delete a Task Delete a task by ID.
  • Delete an Entry Deletes a single list entry by its entry_id.
  • Download a File Downloads a file by redirecting to a signed URL.
  • Get a Call Recording Get a single call recording by ID.
  • Get a Comment Get a single comment by ID.
  • Get a File Get a single file entry by ID.
  • Get a List Gets a single list in your workspace that your access token has access to.
  • Get a Meeting Get a single meeting by ID.
  • Get a Note Get a single note by ID.
  • Get a Record Gets a single person, company or other record by its record_id.
  • Get a Task Get a single task by ID.
  • Get a Thread Get all comments in a thread.
  • Get a Workspace Member Gets a single workspace member by ID.
  • Get an Attributes Gets information about a single attribute on either an object or a list.
  • Get an Entry Gets a single list entry by its entry_id.
  • Get an Object Gets a single object by its object_id or slug.
  • List All Lists List all lists that your access token has access to.
  • List Attributes Lists all attributes defined on a specific object or list.
  • List Call Recordings List all call recordings for a meeting.
  • List Emails Lists email metadata from your workspace’s connected mailboxes.
  • List Entries Lists entries in a given list.
  • List Files Lists internal files, externally connected files and folders for a specific record.
  • List Meetings Lists all meetings in the workspace.
  • List Notes List notes for all records or for a specific record.
  • List Object Views Lists saved views for an object. Results are ordered by view ID.
  • List Objects Lists all system-defined and user-defined objects in your workspace.
  • List Record Entries List all entries, across all lists, for which this record is the parent.
  • List Records Lists people, company or other records, with the option to filter and sort results.
  • List Select Options Lists all select options for a particular attribute on either an object or a list.
  • List Statuses Lists all statuses for a particular status attribute on either an object or a list.
  • List Tasks Returns a list of all tasks.
  • List Threads List threads of comments on a record or list entry.
  • List View Lists Lists saved views for a list. Results are ordered by view ID.
  • List Workspace Members Lists all workspace members in the workspace.

Shape modules

  • Add Calendar Event Creates a calendar event on a lead record.
  • Assign Lead to a User Assigns a lead to a Shape user as its owner.
  • Bulk Create Leads Creates many lead records in one request.
  • Bulk Update Leads Updates many lead records in one request.
  • Create a Lead Creates a new lead record.
  • Get a Lead Status Retrieves the current status of a single lead record.
  • Get User Call Attempts Returns a user's total call attempts.
  • Get User Talk Time Returns a user's total talk time and number of calls.
  • Import Lead from FNM File Imports a lead record from a Fannie Mae (FNM) file.
  • Make an API Call Performs an arbitrary authorized API call to Shape.
  • Update a Lead Updates fields on an existing lead record.
  • Upload Document Attaches a file to a lead record.

Explore alternative integrations

There are other apps [9] supported by WEXTL that can be paired with Attio and Shape integrations. Pick any from the list below if the current combination isn't the one you need.

Automate Attio and Shape on WEXTL®

Claim your 3-day trial to build Attio with Shape integration and access every WEXTL® feature.

Cancel anytime.

Frequently asked questions

Common questions about connecting Attio and Shape.

How do I connect Attio and Shape?

Connect your Attio and Shape 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]

What can I automate between Attio and Shape?

Example: when Attio's "Watch Attributes" fires, WEXTL can "Add Calendar Event" in Shape. Attio has 12 triggers (including Watch Attributes, Watch Call Recordings, and Watch Entries); Shape has 12 actions (including Add Calendar Event, Assign Lead to a User, and Bulk Create Leads). Add filters and transforms between steps when you need them. [1]

Can Attio trigger actions in Shape, and Shape in Attio?

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]

Do I need to write code to integrate Attio and Shape?

No. Attio-to-Shape automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]

Does Attio integrate with Shape in real time?

Yes. Trigger-based automations start the moment Attio (or Shape) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]

How long does it take to set up a Attio + Shape integration?

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.

Do I need a paid plan to connect Attio with Shape?

You can build your Attio + Shape 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 Shape integration.

  1. Attio and Shape integration source code, module specs and credentials implementation.
  2. Our Attio and Shape integration documentation, structured input and output parameters, scopes, and authentication methods.
  3. Official vendor API documentation for Attio and Shape — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
  4. WEXTL® visual workflow builder, anonymized data from our technical support team.
  5. Attio integration information
  6. Shape integration information
  7. WEXTL® Scheduling
  8. WEXTL® Pricing and Trial
  9. WEXTL® Apps Library

How we write our apps documentation

Explore how WEXTL® crafted Attio and Shape integration page documentation. Used sources, AI's role, and how the team validates the result.

Explore Attio and Shape, or get started