Integrations / CRM
Manage Attio records and tasks from WhatsApp
Flann connects Attio to the WhatsApp chat you already run your business from. You ask, and Flann picks the right Attio action. Before a call, during a visit or in the car afterwards, you can ask Flann about any contact in Attio and get their history in a few lines. Look-ups are instant.
100 actions in Attio. 50 only look things up, and 50 create, update, send or delete. You connect with a one-click sign-in.
What you can ask Flann to do in Attio
Type it or say it in a voice note. Flann works out which Attio action you mean.
“Show me my tasks in Attio.”
“Show me my lists in Attio.”
“Show me my notes in Attio.”
“Create a note in Attio.”
“Create a task in Attio.”
“Delete the deal in Attio.”
What Flann can work with in Attio
Attio gives Flann 100 actions across 19 kinds of record. These are the ones you are most likely to use.
| Record | What Flann can do | Actions |
|---|---|---|
| Records | createdeletesearchlook upupdate | 12 |
| Companies | createdeletelook upupdate | 5 |
| Tasks | createdeletelook upupdate | 5 |
| Deal records | createlook upupdate | 4 |
| Notes | createdeletelook up | 4 |
| Comments | createdeletelook up | 3 |
| Entries | deletelook upupdatecreate | 6 |
| Persons | createdeletelook upupdate | 4 |
Side by side, the two ways of working in Attio:
| Compare | In Attio yourselfYou click through each job | Flann on AttioYou ask, Flann does the clicking |
|---|---|---|
| Asking for something | Open the app and find the right page | A WhatsApp message, typed or spoken |
| Finding answers about records | Filters and searches you run yourself | 50 look-ups, answered straight away |
| Making changes | Typed in by hand | 50 changes, made from a message |
| Attio records | All of them, one screen at a time | 19 kinds, from one chat |
| Getting connected | Nothing new to set up | One sign-in to Attio |
YesPartlyNo
Step by step: Attio jobs you can hand to Flann
What happens between your message and the result in Attio.
Create a record from a voice note
- You message Flann on WhatsApp: “Create a record in Attio with these details.”
- Flann runs
List Recordsin Attio and shows you what it found. - Flann runs
Create Recordin Attio. - Flann creates it in Attio and confirms in the chat.
Fix a task without opening Attio
- You message Flann on WhatsApp: “Change the task in Attio: here is what is different.”
- Flann runs
List Tasksin Attio and shows you what it found. - Flann runs
Update Taskin Attio. - Flann makes the change in Attio and confirms in the chat.
Clean up notes you no longer need
- You message Flann on WhatsApp: “Which notes in Attio are out of date? Remove the ones I confirm.”
- Flann runs
List Notesin Attio and shows you what it found. - Flann runs
Delete Notein Attio. - Each removal is confirmed in the chat.
The Attio jobs you can stop doing yourself
You stay in charge of what goes out. Flann does the reading, the drafting and the chasing.
Renewals and reorders on time
Today
Contracts renew, stock runs out and regular customers are ready to reorder, but the dates are buried in Attio. You find out when a competitor has already called them.
With Flann
“Who is due to renew or reorder next month according to Attio?”
Reading the renewal dates, contract ends and purchase patterns in Attio, Flann gives you a short list of customers coming up, with what they bought last time. It can draft a personal note to each.
What you stop doing: Repeat business no longer depends on you spotting a date.
Today’s call list
Today
Tasks, callbacks and reminders are scattered across contacts in Attio. Finding today’s means clicking through views you set up long ago.
With Flann
“Give me today’s call list from Attio.”
Pulling every task and callback due today from Attio, Flann gives you a call list with a line of context for each name: what was promised, what is open and the best number to ring. A look-up, so it is instant. When you report back after each call, Flann prepares the update and asks you to confirm it.
What you stop doing: Mornings start with a list instead of a search.
More on this: how to hand repetitive tasks to an AI agent on WhatsApp.
How Flann connects to Attio
- Search for Attio in Flann’s Connectors.
- Sign in to your Attio account on the secure page that opens and allow access. There is no developer account or API key to set up.
- From then on, message Flann on WhatsApp. It works in Attio whenever a request needs it.
Reading from Attio is instant. Attio stays connected until you remove it in Connectors.
Ways to use Attio with Flann
Move deals forward
Tell Flann a deal closed or stalled.
Know who you are talking to
Before a meeting, ask Flann for the contact’s history in Attio: last deal, last note, last time you spoke.
See the pipeline at a glance
Ask what is open and what is at risk. Flann summarises Attio in a few lines you can read in a queue.
Everything Flann can do in Attio
All 100 Attio actions, as Flann sees them.
Looks up 50
- Find Record
- Get Call Recording
- Get Object
- List Attributes
- List Companies
- List Deal Records
- List List Entries
- List Lists
- List Meetings
- List Notes
- List Objects
- List Person Records
- List Records
- List Records with Query
- List Tasks
- List User Records
- List Workspace Members
- Query Records
- Search Records
- Get Attribute Details
- Get Comment
- Get Company
- Get Current Token Info
- Get Deal Record
- Get List
- Get List Entry
- Get Note
- Get Person
- Get Task
- Get Webhook
and 20 more
Changes 50
- Assert Company (Create or Update)
- Assert Person Record
- Assert Record (Create or Update)
- Assert User Record (Create or Update)
- Assert Workspace (Create or Update)
- Create Comment
- Create Company
- Create Deal Record
- Create Note
- Create Person
- Create Record
- Create Task
- Create User Record
- Create Workspace Record
- Delete Company
- Delete Deal
- Delete Note
- Delete Person
- Delete Record
- Delete User
- Delete Workspace Record
- Patch Record
- Update Company
- Update Deal Record
- Update Person
- Update Record
- Update Task
- Update User Record
- Assert List Entry by Parent
- Create Attribute
and 20 more
More CRM apps Flann works with
Common questions
What can Flann do with records in Attio?
Flann can create, delete, search, look up and update records in Attio, using 12 actions (Create Record, Create User Record, Delete Record, Find Record and more). Looking up runs straight away and changes nothing. The other actions create or change records in Attio.
What can Flann do with companies in Attio?
Flann can create, delete, look up and update companies in Attio, using 5 actions (Create Company, Delete Company, Get Company, List Companies and more). Looking up runs straight away and changes nothing. The other actions create or change companies in Attio.
How does Flann connect to Attio?
Open Connectors in Flann, choose Attio and sign in to your Attio account on a secure page. There is no developer account or API key to set up. Once it is connected, Flann can use 100 actions in Attio.
How do I ask Flann to do something in Attio?
Message Flann on WhatsApp the way you would message a colleague, or send a voice note. Flann picks the Attio action that fits and asks if anything is missing.
Is Attio included in my Flann plan?
Yes. Every Flann plan includes every app, Attio included.