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How to connect Basin and Attio
Create a New Scenario to Connect Basin and Attio
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Basin, triggered by another scenario, or executed manually (for testing purposes). In most cases, Basin or Attio will be your first step. To do this, click "Choose an app," find Basin or Attio, and select the appropriate trigger to start the scenario.
Add the Basin Node
Select the Basin node from the app selection panel on the right.
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Add the Attio Node
Next, click the plus (+) icon on the Basin node, select Attio from the list of available apps, and choose the action you need from the list of nodes within Attio.
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Authenticate Attio
Now, click the Attio node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Attio settings. Authentication allows you to use Attio through Latenode.
Configure the Basin and Attio Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Basin and Attio Integration
Use various Latenode nodes to transform data and enhance your integration:
- Branching: Create multiple branches within the scenario to handle complex logic.
- Merging: Combine different node branches into one, passing data through it.
- Plug n Play Nodes: Use nodes that don’t require account credentials.
- Ask AI: Use the GPT-powered option to add AI capabilities to any node.
- Wait: Set waiting times, either for intervals or until specific dates.
- Sub-scenarios (Nodules): Create sub-scenarios that are encapsulated in a single node.
- Iteration: Process arrays of data when needed.
- Code: Write custom code or ask our AI assistant to do it for you.
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Save and Activate the Scenario
After configuring Basin, Attio, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Basin and Attio integration works as expected. Depending on your setup, data should flow between Basin and Attio (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Most powerful ways to connect Basin and Attio
Basin + Attio + Slack: Upon submission of a new form in Basin, a new profile is created in Attio. Subsequently, a notification is sent in Slack to inform a specified channel about the new profile.
Attio + Basin + Airtable: When a new entry is created in Attio, pre-fill a Basin form and save the submission data to Airtable for record-keeping and further analysis.
Basin and Attio integration alternatives
About Basin
Use Basin inside Latenode to capture form submissions without server-side code. Connect form data to any app via REST API or Webhooks, triggering automated workflows. Validate, transform, and route data with Latenode's visual editor, enhancing lead management and data collection, and avoiding back-end setup.
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About Attio
Use Attio in Latenode to automate contact and relationship management. Sync data, trigger actions based on contact updates, and build custom workflows that span multiple apps. Latenode’s flexibility lets you enrich Attio data with AI or other sources, creating smarter, automated CRM processes.
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See how Latenode works
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FAQ Basin and Attio
How can I connect my Basin account to Attio using Latenode?
To connect your Basin account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Basin and click on "Connect".
- Authenticate your Basin and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I create Attio contacts from new Basin submissions?
Yes, you can! Latenode lets you map Basin form fields directly to Attio contact properties, automatically creating or updating records. Save time and keep your CRM current.
What types of tasks can I perform by integrating Basin with Attio?
Integrating Basin with Attio allows you to perform various tasks, including:
- Create new Attio records from Basin form submissions.
- Update Attio contact details based on new Basin data.
- Trigger Attio automations when a Basin form is submitted.
- Add Basin submission data to Attio contact timelines.
- Qualify leads in Attio based on Basin form responses.
How do I handle file uploads from Basin in Latenode?
Latenode lets you parse files uploaded via Basin, store them, and pass data into Attio, even using AI to extract specific content.
Are there any limitations to the Basin and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript.
- File size limits apply to file uploads from Basin.
- Rate limits exist for both Basin and Attio APIs.
