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How to connect Monday and Attio
Create a New Scenario to Connect Monday 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 Monday, triggered by another scenario, or executed manually (for testing purposes). In most cases, Monday or Attio will be your first step. To do this, click "Choose an app," find Monday or Attio, and select the appropriate trigger to start the scenario.
Add the Monday Node
Select the Monday node from the app selection panel on the right.
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Add the Attio Node
Next, click the plus (+) icon on the Monday 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 Monday 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 Monday 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 Monday, 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 Monday and Attio integration works as expected. Depending on your setup, data should flow between Monday 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 Monday and Attio
Monday + Attio + Slack: When a new item (project) is created in Monday, find relevant contacts in Attio based on specified criteria, then post an update to a designated Slack channel to notify the team.
Attio + Monday + Google Sheets: When a deal is closed in Attio, create a new project item in a specified Monday board, and then update a Google Sheets spreadsheet with the relevant sales performance data.
Monday and Attio integration alternatives
About Monday
Sync Monday boards with other apps in Latenode to automate project updates and task management. Trigger actions in other systems (like sending emails or updating databases) based on Monday status changes. Visualize and customize workflows easily, scaling automations without complex code or per-step fees.
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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 Monday and Attio
How can I connect my Monday account to Attio using Latenode?
To connect your Monday account to Attio on Latenode, follow these steps:
- Sign in to your Latenode account.
- Navigate to the integrations section.
- Select Monday and click on "Connect".
- Authenticate your Monday and Attio accounts by providing the necessary permissions.
- Once connected, you can create workflows using both apps.
Can I sync Monday project updates to Attio contacts?
Yes, you can! Latenode's visual editor makes this easy. Automatically update Attio contacts with the latest Monday project status, ensuring your team always has current client information.
What types of tasks can I perform by integrating Monday with Attio?
Integrating Monday with Attio allows you to perform various tasks, including:
- Creating new Attio contacts from new Monday board items.
- Updating Monday tasks based on Attio contact activity.
- Syncing project deadlines between Monday and Attio opportunities.
- Triggering automated email sequences in Attio from Monday status changes.
- Generating summary reports in Attio based on Monday project data.
How can I use JavaScript to enhance my Monday automations?
Latenode allows you to use JavaScript code blocks within your Monday workflows. This enables complex data transformations and custom logic beyond simple no-code options.
Are there any limitations to the Monday and Attio integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of:
- Complex data transformations may require JavaScript coding.
- Rate limits of Monday and Attio APIs still apply.
- Initial setup requires admin access to both Monday and Attio.
