STEP 1
Connect Attio and VaultRE
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 VaultRE Integration
Keep Attio and VaultRE in sync by integrating their events and actions. When crm events happen in Attio, update the VaultRE automatically - without any line of code in visual workflow builder.
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Learn about Attio and VaultRE
Detailed info you need to know about Attio and VaultRE integrations in WEXTL. Explore which modules apps support and how you connect them.
How to connect Attio to VaultRE
Set up your Attio and VaultRE integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Attio and VaultRE 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 VaultRE. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Attio and VaultRE work in WEXTL?
WEXTL exposes actions and triggers for Attio and VaultRE 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 triggersVaultRE 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.
VaultRE modules
- Add a Property LandlordAdds a landlord for specified property life.
- Add a Property OwnerAdds an owner for specified property life.
- Add a Property PurchaserAdds a purchaser for specified property life.
- Add a Property TenantAdds a tenant for specified property life.
- Add Contact NoteCreates a note for a contact.
- Add Property NoteCreates a note for a property.
- Create a BuildingCreates a building record.
- Create a ContactCreates a new contact.
- Delete a BuildingDeletes a building record.
- Delete a ContactDeletes a contact by its ID.
- Delete a Contact NoteDeletes a single note from a contact.
- Delete a PropertyDeletes a property by ID.
- Delete a Property LandlordRemoves a landlord from a specified property life.
- Delete a Property NoteDeletes a property note by ID.
- Delete a Property OwnerRemoves an owner from a specified property life.
- Delete a Property PurchaserRemoves a purchaser from a specified property life.
- Delete a Property TenantRemoves a tenant from a specified property life.
- Get a ContactRetrieves a single contact.
- Get a Contact NoteRetrieves a single contact note.
- Get a PropertyRetrieves a single property.
- Get a Property NoteRetrieves a property note by ID.
- Get Property FeaturesRetrieves list of features for a property.
- Get Property Sale / Lease DataRetrieves a sale or lease data for an existing property.
- List BuildingsRetrieves a list of buildings.
- List Contact Calendar EventsRetrieves a list of events for a single contact. Requires token obtained directly from VaultRE.
- List Contact NotesRetrieves notes for a contact.
- List Property NotesRetrieves notes for a property.
- List Property Sale HistoryRetrieves sale history of a property.
- Make an API CallPerforms an arbitrary authorized API call.
- Search Buildings by NameSearches buildings by name.
- Search ContactsSearches for contacts by a variety of criteria.
- Search PropertiesSearches for properties.
- Search Properties by AddressSearches properties by address.
- Search Property LandlordsSearches for property landlords.
- Search Property OwnersSearches for property owners.
- Search Property PurchasersSearches for property purchasers.
- Search Property TenantsSearches for property tenants.
- Send Email to a ContactSends email to a single contact. Requires a token obtained directly from VaultRE.
- Send SMS to a ContactSends SMS to a single contact. Requires a token obtained directly from VaultRE.
- Touch a ContactMarks a single contact as touched.
- Update a BuildingUpdates a building record.
- Update a ContactUpdates an existing contact.
- Update a Property LandlordsUpdates landlords for specified property life.
- Update a Property OwnersUpdates owners for specified property life.
- Update a Property PurchasersUpdates purchasers for specified property life.
- Update a Property TenantsUpdates tenants for specified property life.
- Update Contact NoteUpdates a contact note.
- Update Property NoteUpdates a property note.
- Watch New ContactsWatches for created contacts.
- Watch New PropertiesWatches for created properties.
Frequently asked questions
Common questions about connecting Attio and VaultRE.
Connect your Attio and VaultRE 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 a Property Landlord" in VaultRE. Attio has 12 triggers (including Watch Attributes, Watch Call Recordings, and Watch Entries); VaultRE has 48 actions (including Add a Property Landlord, Add a Property Owner, and Add a Property Purchaser). 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-VaultRE 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 VaultRE) 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 + VaultRE 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 VaultRE integration.
- Attio and VaultRE integration source code, module specs and credentials implementation.
- Our Attio and VaultRE integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Attio and VaultRE — 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
- VaultRE integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library