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How to connect Businessmap and Attio
Create a New Scenario to Connect Businessmap 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 Businessmap, triggered by another scenario, or executed manually (for testing purposes). In most cases, Businessmap or Attio will be your first step. To do this, click "Choose an app," find Businessmap or Attio, and select the appropriate trigger to start the scenario.
Add the Businessmap Node
Select the Businessmap node from the app selection panel on the right.
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Configure the Businessmap
Click on the Businessmap node to configure it. You can modify the Businessmap URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Attio Node
Next, click the plus (+) icon on the Businessmap 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 Businessmap 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 Businessmap 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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Trigger on Webhook
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Save and Activate the Scenario
After configuring Businessmap, 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 Businessmap and Attio integration works as expected. Depending on your setup, data should flow between Businessmap 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 Businessmap and Attio
Businessmap + Attio + Slack: When a card's status is updated in Businessmap, a corresponding contact is created or updated in Attio. A notification is then sent to a designated Slack channel to inform the sales team.
Attio + Businessmap + Google Sheets: When a contact's information is updated in Attio, the corresponding project status is updated in Businessmap. The details of this update, including timestamps and changes, are logged in a Google Sheet.
Businessmap and Attio integration alternatives
About Businessmap
Use Businessmap in Latenode to automate project tracking and team workflows. Update cards, trigger actions based on status changes, and sync data with other apps. Latenode adds no-code AI, custom logic, and scalable execution. Automate beyond basic integrations and build end-to-end processes visually.
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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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FAQ Businessmap and Attio
How can I connect my Businessmap account to Attio using Latenode?
To connect your Businessmap account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Businessmap and click on "Connect".
- Authenticate your Businessmap and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Businessmap card updates to Attio contacts?
Yes, you can! Latenode allows real-time synchronization, triggering Attio contact updates based on Businessmap card changes. Keep your CRM current effortlessly and avoid manual updates.
What types of tasks can I perform by integrating Businessmap with Attio?
Integrating Businessmap with Attio allows you to perform various tasks, including:
- Create new Attio contacts from new Businessmap cards.
- Update Attio contact information when a Businessmap card is updated.
- Automatically add Businessmap card details to Attio contact notes.
- Trigger email notifications in Attio based on Businessmap card stage changes.
- Generate summary reports in Attio from Businessmap project data.
Can I use custom fields from Businessmap within Latenode workflows?
Yes, Latenode supports custom fields. Access and utilize any Businessmap custom field to enrich Attio data or trigger specific workflow actions.
Are there any limitations to the Businessmap and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Initial data migration from Businessmap to Attio might require manual setup.
- Complex Businessmap custom fields may need custom JavaScript transformations.
- Real-time updates depend on the Businessmap API's rate limits.
