Typeform to Attio Automation Workflow

Chapters

Introduction

• 0:00 — The goal: a Typeform submission should show up in an Attio list
• 0:00 — Deciding where the confirmation email is sent from — Typeform, not Attio

Setting Up Typeform Notifications

• 0:15 — Editing the confirmation email sent to the submitter
• 0:45 — Adding a team notification for new submissions
• 1:10 — What the team notification includes (a dump of all answers)

Matching Typeform Questions to List Attributes

• 1:40 — Adding an attribute in the list for every Typeform question
• 2:00 — Why this step is tedious — matching all 10 questions by hand

Building the Automation in Attio’s New Workflow Builder

• 2:40 — Creating a new workflow in Attio’s new automations interface
• 2:55 — Describing the trigger: submissions on the volunteer assignment form
• 3:15 — Selecting the list the automation should write to
• 3:35 — Authorizing the connection and selecting the Typeform form

Preventing Duplicate Records

• 3:50 — The problem: a straight “create record” step would duplicate people who already exist
• 4:00 — Switching to create-or-update based on the person’s email address
• 4:20 — Letting Attio’s AI match each Typeform question to the right list attribute

Publishing and Testing

• 4:45 — Publishing the workflow
• 4:55 — Submitting a test entry in Typeform
• 5:10 — Confirming the notification email arrived
• 5:20 — Confirming the record and all field data landed correctly in the list