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Create an Attio person intake

by recued-core v2 11 views

Use “Create an Attio person intake” in Recued. It runs the Attio person creation with approval before changes are made.

How it works 6 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Process (6 steps)
email trim
Trim whitespace from setting email
matching_records ?
matching_companies ?
has_email compare
Check if email has data
create_person ?
skip: step.has_email not_equal true
card to_summary
Format results as a summary card
Settings 8 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

attio setting =
email setting =
linkedin setting =
last name setting =
first name setting =
description setting =
company domain setting =
company record id setting =

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Read your Attio connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

About

Tags

attio attiopersoncontactcrmintakeapprovalpack:attio

Details

6 steps 8 configurable settings recipe_id: create-person-intake-attio