This document outlines the functionality and characteristics of the Attio List Reader node, which enables automated data retrieval from Attio lists.

Node Inputs

Required Fields

  • List: Select the Attio list to read from
  • Outputs: Choose which attributes to retrieve

Node Output

Each selected output field becomes an individual output containing the corresponding data.

Node Functionality

The Attio List Reader node retrieves entries from specified Attio lists.

Key features include:

  • Multiple field selection
  • Support for various data types:
    • Text fields
    • Currency values
    • Domain names
    • Status indicators
    • Actor references
    • Select fields
  • Loop Mode support to fetch data from multiple lists
  • Secure authentication with Gumloop

When To Use

The Attio List Reader node is valuable for CRM data retrieval and analysis. Common use cases include:

  • Customer Management: Access customer information and status
  • Sales Operations: Track deals and opportunities
  • Account Management: Monitor account health and metrics
  • Team Coordination: Share customer data across systems

Some specific examples:

  • Retrieving customer success metrics for reporting
  • Pulling company information for integration
  • Monitoring account health scores
  • Accessing customer stage information

Important Considerations:

  1. Requires Authentication with Attio - Set up in the Credentials page
  2. List must exist in Attio

In summary, the Attio List Reader node provides streamlined access to Attio CRM data, making it ideal for customer data management and analysis workflows.