How to automatically sync new Attio list records with Airtable
Set the Attio trigger as “Record added to list”
Add the Attio trigger to initiate your playbook's actions when a record is added to the list.
To do this, click "Add trigger" in your playbook. Select the "Record added to list" trigger option from the dropdown menu under Attio. It will enable your playbook to automatically identify newly added records and trigger necessary actions.
If you still need to connect your Attio account to Relay.app, a prompt will guide you through the connection process.
Add the “Add record” step in Airtable
Integrate the Airtable automation into your playbook to ensure the prompt addition of a new record to the table.
Click the "Add step" button, then locate the "Add record" automation for Airtable and input the relevant fields that you want to add.
If you still need to connect your Airtable account 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 Airtable account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically sync new Attio list records with Airtable without requiring manual intervention.
To activate your playbook, click the toggle button in the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.