The moment it happens

Post new Attio deals to Slack as they're created

The moment a deal is added in Attio, #deals gets its name, value and owner.

Runs: The moment it happens
Apps: Attio
AI: Not needed
Access: read records, webhooks read-write

Send this to your assistant

Create a ClickRuntime automation: when a new deal is created in Attio, post the deal name, value and owner to #deals 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

In Attio, new companies and deals appear from many sources: a rep adds one after a call, an import loads a list, an email-sync creates a company from an unfamiliar sender, a form feeds in a lead. Nobody knows what has arrived unless they open the CRM and look. The account owner learns about a new inbound lead from a colleague who happened to see it, and a few days of silence follow a prospect's first interest.

When a record is created in Attio, Attio sends an event to ClickRuntime. ClickRuntime fetches the new company or deal and posts a Slack message with its name and key details and a link to open it. The message appears in the channel moments after the record is created.

Teams with automatic data capture, such as email sync and forms, benefit most because they cannot predict what will be created.

What you get out of it

Inbound leads get a quick first response
A new company appearing in Slack within seconds lets someone reach out while interest is high. Prospects often move on after a few hours without a reply. A prompt reply often decides whether the prospect stays interested.
Automatic captures stay under supervision
When email sync creates records on its own, the channel shows what it added. Junk or duplicate companies are noticed early and can be merged before they spread. Cleaning up one duplicate now saves a larger cleanup later.
The right owner is told right away
A new record reaches the people who should own it without the creator remembering to tag them. Assignment happens quickly rather than waiting for the next team meeting. Nobody waits for the next meeting to learn about it.
Activity becomes visible across the company
Marketing, sales and customer success can all see new records. Shared awareness reduces the awkward situation of two teams contacting the same new account separately. That prevents two teams contacting one new account.
Data entry habits improve
When reps see their new records posted for everyone, they tend to fill in the fields. Consistent records make later reporting and segmentation more dependable. Reports and segments built later are more dependable.

How it works

What happens, step by step

Each time a deal is added in Attio, Attio tells ClickRuntime straight away.
The automation looks up the deal's name, value and owner.
A message goes to #deals, like "New deal: Northwind pilot $18,000 (owner Morgan)".

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

Post new Attio deals to Slack as they're createdjust nowSucceeded

Slack · #dealsNew deal: *Northwind pilot* $18,000 (owner Morgan)

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.

new_record_alert_attio.pyexample

from clickruntime import on_event, credentials, http, notify

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

@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") != "record.created":
            continue
        ids = ev["id"]
        rec = http.get(f"{API}/objects/{ids['object_id']}/records/{ids['record_id']}", headers=headers).json()["data"]
        if rec["id"]["object_id"] != ids["object_id"] or "value" not in rec["values"]:
            continue  # only deals have a value attribute
        v = rec["values"]
        name = (v.get("name") or [{}])[0].get("value", "Untitled deal")
        value = (v.get("value") or [{}])[0].get("currency_value", 0)
        owner = (v.get("owner") or [{}])[0].get("referenced_actor_id", "")
        member = http.get(f"{API}/workspace_members/{owner}", headers=headers).json()["data"] if owner else {}
        notify.slack(f"New deal: *{name}* ${value:,} (owner {member.get('first_name', '-')})", channel="#deals")
        posted += 1
    return {"posted": posted}

FAQ

Common questions

Which kinds of records can be announced?

Companies, people and deals can each be announced, and records in custom objects as well, because Attio sends an event whenever a record of a subscribed type is created. You can pick which types post, so a channel for deals does not fill with contacts.

Does it post records created through the API or import?

Yes. The event is triggered whenever a record is created, regardless of whether it came from the interface, an import, email sync or the API. A big import can create many messages at once, so some teams limit alerts to certain object types.

Can I include specific fields like deal value?

The message can contain any attribute that Attio returns for the record, such as deal value, owner, source or domain. Tell your AI assistant which fields you want displayed, and the format is adjusted after you approve it.

What permissions does it need?

read records, webhooks read-write. 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