Attio
Your receptionist can recognize callers who are already in Attio, add new callers as people with their name and phone number, and leave a note with what they wanted, so your team can follow up. There are two ways to connect:
- Webhook tools call Attio’s API directly, with no Zapier account and no Zapier task usage.
- Zapier actions sign in to Attio for you, but each action uses tasks from your Zapier plan.
Use webhook tools unless you can’t get an Attio admin to create an access token.
Option 1: Webhook tools (recommended)
Create an access token
You need to be an Attio admin. Select the dropdown beside your workspace name, open Workspace settings, go to the Developers tab, and select New access token. Name it, for example Reception.ai, and give it only the scopes these tools need: object configuration read (object_configuration:read), records read-write (record_permission:read-write), and notes read-write (note:read-write). The labels in Attio may differ slightly from these names.
The token doesn’t expire, and it can see every person in your workspace. Delete it in Attio if it leaks.
Create the webhook tools
For each tool below, go to Integrations, select Add integration, and choose Webhook Tool. Every tool sends the same header: Authorization (Secret), set to Bearer followed by your token.
Add a rule
Add a rule telling your receptionist to use Attio only to recognize callers, and never to read records or notes back to them.
Find the caller
Select Add field on filter and add:
phone_numbers(string, required, from the conversation): “The caller’s phone number in international format, for example +14155550123.”
Attio only returns people whose saved number matches exactly, so store numbers with their country code.
Add the caller
Select Add field on data and add values (object, required). On values, add:
name(object, required), with three fields:first_name(string, required, from the conversation): “The caller’s first name.”last_name(string, required, from the conversation): “The caller’s last name, or an empty string if they didn’t give it.”full_name(string, required, from the conversation): “The caller’s first and last name.”
phone_numbers(array, required, from the conversation): “Exactly one item, for the caller’s phone number.” Under Each item, choosestring, described as “The caller’s phone number in international format, for example +14155550123.”email_addresses(array, from the conversation): “Exactly one item, for the caller’s email address. Leave it out if they didn’t give one.” Under Each item, choosestring, described as “The caller’s email address.”
Log a note
Select Add field on data for each of these:
parent_object(string, fixed value):peopleparent_record_id(string, required, from the conversation): “The person’s record_id fromfind_attio_personorcreate_attio_person.”title(string, required, from the conversation): “A short title, for example: Call from Jane Doe about a quote.”format(string, fixed value):plaintextcontent(string, required, from the conversation): “What the caller wanted, in a few sentences.”
The parent object and format are fixed values, so notes always go on a person, even if the AI sends other values.
find_attio_person returns whatever is saved on the person. Keep the rule in place so your
receptionist uses Attio only to recognize the caller, and callers never hear another person’s
details.
Select Enable on each tool, then test your receptionist with a call from a number saved on an Attio person, then as a new caller who asks for a callback. The new person and a note appear in Attio.
Option 2: Zapier
Add the Attio actions
In your Zapier MCP server at mcp.zapier.com, add the actions below from the Attio app and connect your Attio workspace. For each field, either set a fixed value or let the AI fill it in, as listed.
Assign the tools
In Reception.ai, open the Zapier integration’s Tools tab, select Refresh tools, and assign each action as listed.
Add a rule
Add a rule telling your receptionist to use Attio only to recognize callers, and never to read records or notes back to them.
Zapier acts as the Attio user who connected the workspace and can see everything that user can. Connect with a member whose access is limited to the records your receptionist needs, and keep the rule in place so callers never hear another person’s details.
Test it
Test your receptionist with a call from a number saved on an Attio person, then as a new caller who asks for a callback. The new person and a note appear in Attio.
Zapier actions
Find the caller
Add the caller
Log a note
Whichever option you use, add a procedure so your receptionist searches for the caller first, only creates a person when no match is found, and then logs a note.
Limitations
- Attio checks that phone numbers are valid. Tell your receptionist, in the tool’s or action’s description, to send numbers in international format, such as
+14155550123. - Creating a person fails when another person already has the same unique value, such as an email address. Your receptionist should search first.
- Tasks created through Zapier can’t be linked to an Attio record, so use the note for call details.
- With Zapier, each action your receptionist runs uses tasks from your Zapier plan. Zapier currently counts two tasks per successful call; failed calls aren’t counted. When the plan runs out, the actions stop until it resets.