- How to automatically create a new Attio task every time there is a new submission in Fillout
- 1. Set the Fillout trigger as “New submission”
- 2. Add the “Create task” step in Attio
- 3. Activate your playbook
- Learn more about integrating with Fillout and Attio
- Related blog posts
- More how-to guides featuring Fillout and Attio
How to automatically create a new Attio task every time there is a new submission in Fillout
Fillout > AttioNew submission
Create taskSet the Fillout trigger as “New submission”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Fillout trigger to initiate your playbook's actions every time there is a new submission. Click "Add trigger" in your playbook and choose "New submission" from the dropdown menu under Fillout.
If you still need to connect your Fillout account to Relay.app yet, a prompt will guide you through the process.
Add the “Create task” step in Attio
Integrate the Attio automation into your playbook to ensure the prompt creation of a new Attio task every time there is a new submission in Fillout.
Click the "Add step" button, locate the “Create task” automation for Attio, and input the mandatory and relevant details.
If your Attio account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Attio account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new Attio task every time there is a new submission in Fillout without requiring manual intervention.
To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.
What will you automate?
