The moment it happens

Get told when a deal moves stage in your Attio list

Whenever an entry in my pipeline list changes stage, Slack tells me which deal moved and where to.

Runs: The moment it happens
Apps: Attio
AI: Not needed
Access: read lists/records

Send this to your assistant

Create a ClickRuntime automation: when an entry in my Attio 'Sales pipeline' list changes stage, post the record name and new stage to #pipeline in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

A sales team using Attio keeps deals in a list with a Stage attribute: Lead, Qualified, Proposal, Negotiation, Won. A rep drags a deal into Proposal, and the founder, who owns pricing approvals, finds out a week later during a pipeline review. By then the customer has been waiting on a number, a discount was agreed informally, and the team has no record of who authorized it or when.

When an entry in your Attio list changes, Attio sends an event to ClickRuntime. ClickRuntime fetches the entry, reads its current Stage attribute and checks whether the stage is one you care about. If so, it posts a Slack message with the deal name, the new stage and a link back to the entry.

Founders and sales leaders who want to stay close to deals without reading a board can follow only the stages that matter.

What you get out of it

Approvals happen before promises are made
When the person who approves pricing sees a deal reach Proposal immediately, they can weigh in before a figure is promised. That prevents discounts nobody agreed to. A quick reply from the approver keeps the deal moving without detours.
Late stages receive a team response
A deal entering Negotiation can pull in legal or a solutions engineer the same day. Preparation starts when it is useful, not after the customer has already asked questions. Specialists join early rather than after problems appear.
Pipeline reviews start with fewer surprises
Because the channel recorded each movement, the Friday review is a conversation about decisions, not a reveal of what happened. Meetings are shorter and more useful. People discuss decisions, not facts they already know.
Wins are celebrated and lost deals get noticed
A message on a deal reaching Won gives the team a quick lift, while movement to Lost prompts a short debrief. Both feed learning that a static board hides. Both outcomes teach the team something about what works.
Every move leaves a timestamped record
If someone later asks when a deal reached Proposal, the channel history answers. You do not need to dig through Attio's activity log to reconstruct the order of events. The channel history answers it in seconds.

How it works

What happens, step by step

Each time an entry in your Attio pipeline list is updated, Attio tells ClickRuntime straight away.
It fetches the entry and checks whether the stage is what changed.
If it did, a message goes to #pipeline saying which deal moved and to which stage.

Before it runs live

Connect Attio
Paste your automation's link into the other app's webhook settings

What you get

RunsThe moment it happens

Get told when a deal moves stage in your Attio listjust nowSucceeded

Slack · #pipeline*Acme Logistics* moved to *Proposal sent* in Sales pipeline

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Attio steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

list_entry_stage_change_alert.pyexample

from clickruntime import on_event, credentials, http, notify

API = "https://api.attio.com/v2"
LIST = "sales_pipeline"

@on_event
def handle(event):
    headers = {"Authorization": f"Bearer {credentials.secret('ATTIO_API_KEY')}"}
    posted = 0
    for ev in (event.json or {}).get("events", []):
        if ev.get("event_type") != "list-entry.updated" or ev.get("attribute_id") is None:
            continue
        entry = http.get(f"{API}/lists/{LIST}/entries/{ev['id']['entry_id']}", headers=headers).json()["data"]
        stage = (entry["entry_values"].get("stage") or [{}])[0].get("status", {}).get("title")
        if not stage:
            continue
        record = http.get(f"{API}/objects/{entry['parent_object']}/records/{entry['parent_record_id']}",
                          headers=headers).json()["data"]
        name = (record["values"].get("name") or [{}])[0].get("value", "Unnamed")
        notify.slack(f"*{name}* moved to *{stage}* in Sales pipeline", channel="#pipeline")
        posted += 1
    return {"posted": posted}

FAQ

Common questions

Can I watch more than one list?

Yes. Attio events can be received for several lists, and ClickRuntime can check the Stage attribute of each. You might post sales deals to one channel and recruiting or partnership lists to others, depending on how your workspace is set up.

What if my stage attribute has a different name?

Attio lists can use any attribute name or a status field. Tell your AI assistant which attribute marks the stage in your list, and the flow reads that one. Custom statuses such as Verbal Yes work as long as the attribute exists in the list.

Will edits to other fields trigger a message?

An event arrives for any change to the entry, but ClickRuntime compares the stage with the one it saw earlier and posts only when the stage differs. Edits to notes, owners or amounts are skipped so the channel stays about stage movement.

What permissions does it need?

read lists/records. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run for each event the app sends.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

The moment it happens