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How to connect Formsite and Attio
Create a New Scenario to Connect Formsite 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 Formsite, triggered by another scenario, or executed manually (for testing purposes). In most cases, Formsite or Attio will be your first step. To do this, click "Choose an app," find Formsite or Attio, and select the appropriate trigger to start the scenario.
Add the Formsite Node
Select the Formsite node from the app selection panel on the right.
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Configure the Formsite
Click on the Formsite node to configure it. You can modify the Formsite 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 Formsite 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 Formsite 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 Formsite 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 Formsite, 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 Formsite and Attio integration works as expected. Depending on your setup, data should flow between Formsite 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 Formsite and Attio
Formsite + Attio + Slack: When a new form result is submitted in Formsite, a new entry is created in Attio to store the form data. Then, a message is sent to a Slack channel to notify the team about the new submission.
Attio + Formsite + Google Sheets: When a new entry is created in Attio, the flow uses the data from Attio to pre-fill a Formsite form. After the form is submitted, the data from the submitted Formsite form is appended to a Google Sheet.
Formsite and Attio integration alternatives
About Formsite
Formsite form data becomes actionable in Latenode. Automatically process submissions: validate, filter, and route info to databases, CRMs, or other apps. Trigger follow-up emails or create tasks based on form responses. Enhance data with AI and custom JS logic inside Latenode for efficient workflows.
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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 Formsite and Attio
How can I connect my Formsite account to Attio using Latenode?
To connect your Formsite account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Formsite and click on "Connect".
- Authenticate your Formsite and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I automatically create Attio records from Formsite submissions?
Yes, you can! Latenode automates the creation of Attio records from Formsite submissions, saving you time. Enhance the automation with AI to enrich the data before adding it to Attio.
What types of tasks can I perform by integrating Formsite with Attio?
Integrating Formsite with Attio allows you to perform various tasks, including:
- Automatically create new contacts in Attio from Formsite submissions.
- Update existing Attio records with data collected via Formsite.
- Trigger custom workflows in Attio based on Formsite responses.
- Send personalized follow-up emails using Attio after form submission.
- Qualify leads in Attio based on answers provided in Formsite.
HowdoIensureaccurateFormsitedatatransfertotoAttioinLatenode?
Latenode offers data mapping and validation to ensure accurate data transfer. You can also use JavaScript code blocks to transform the data.
Are there any limitations to the Formsite and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex form logic in Formsite might require custom JavaScript code.
- Rate limits from Formsite and Attio APIs apply.
- Attachments from Formsite may require additional parsing for Attio.
