Phone-perfect contact matching
Every WhatsApp number is matched to an Attio phone-number attribute on Person, Company, Deal, User, Workspace, or any custom object you choose.
Attio integration
WhatsApp conversations that live inside Attio
Connect Notifyer to Attio and keep every WhatsApp chat matched to the right record. Notes stay readable, mapped fields stay current, and one click opens the full thread in Notifyer where your proactive AI bot and team can take over.
Official Meta Tech Provider · Pro or Agency · Sync WhatsApp into Attio Notes
What you get
CRM history, live fields, AI, and automations in one loop
Auto-create when contacts are new
Turn Auto-create on and first-time WhatsApp senders become Attio records with name and phone filled in. Leave it off to sync only known contacts.
Conversations logged as Notes
Inbound and outbound messages write into Attio Notes with sender names, AI Assistant attribution, timezone stamps, and media links.
Attribute mapping you control
Map last messages, timestamps, labels, country, notes, and Live Chat Link to the exact Attio attributes your team already uses.
One click into live chat
The Live Chat Link opens the full WhatsApp thread in Notifyer, already matched by phone, so reps can reply, hand off AI, and assign chats.
AI plus Zapier, Make, and n8n
Proactive AI bots qualify and follow up on the same number. Layer Zapier, Make, or n8n when Attio changes should fire WhatsApp templates.
Sync Settings
Tell Notifyer exactly how WhatsApp should land in Attio
Until Sync Settings and Attribute Mapping are complete and saved, messages will not sync. Required fields are marked in the console. Save settings shows a validation error if anything is missing.
Object
Person, Company, Deal, User, Workspace, or custom. This object drives matching and auto-create. Most teams should choose Person.
Phone field
Only phone-number type attributes appear. Attio stores numbers with a country code, so plain text fields cannot match reliably.
Note Destination
Which object receives the WhatsApp Conversation note. Often the same as your match object; can point to a linked object when contacts are connected elsewhere.
Note grouping
Date-wise notes create a fresh note each calendar day. Combined keeps one ongoing note per contact with timestamped lines.
Auto-create person
Creates a new record on your match object when no phone match exists. Uses the contact name, or Unnamed person, plus their phone number.
Timezone
IANA timezone for message timestamps and for where one day ends in date-wise mode (for example America/New_York or Asia/Dhaka).
Despite the label Auto-create person, creation always uses the object you selected under CRM Record Matching, not only Attio’s Person object.
Matching & auto-create
How every message finds (or creates) the right record
- 1A WhatsApp message arrives or is sent
Notifyer checks the phone number against the Phone field on your chosen Object.
- 2Match found
The message is logged to that record's note, and every mapped attribute updates on the record.
- 3No match, Auto-create on
A new record is created on the match object with name and phone. Future messages sync to that record. No duplicate is created for the same number.
- 4No match, Auto-create off
The message is skipped safely. No record, no error. Sync for that number starts only after the contact exists in Attio.
Message logging
Every chat line becomes a readable Attio Note
Incoming and outgoing WhatsApp messages are written into Notes on the matching record. Your team can read history in Attio, then jump to Live Chat when they need to reply.
Sender shown correctly
Incoming lines show the contact name (or phone). Outgoing lines show the teammate, or AI Assistant when your bot replied.
Timezone-aware stamps
Date-wise notes put the date in the title and times in the body. Combined notes include a fuller datetime on each line.
Media-only messages
Image, document, or voice notes without a caption show the media link instead of a blank line.
Newest line stands out
In combined mode, the latest message is highlighted so recent activity is easy to spot on long threads.
Attribute Mapping
Choose which Attio columns receive WhatsApp data
Nothing is hard-coded to fixed columns. Each Notifyer data point maps to a compatible Attio attribute. System and custom attributes both appear. Each attribute can be used only once.
| WhatsApp / Notifyer data | What gets written | Allowed type |
|---|---|---|
| Name column | Contact display name | personal-name or text |
| Last incoming message | Most recent inbound message body | text |
| Last outgoing message | Most recent team or AI outbound body | text |
| Last incoming time/date | When the last inbound message arrived | timestamp |
| Last outgoing time/date | When the last outbound message sent | timestamp |
| Labels | Notifyer conversation labels | text |
| Country | Country detected from the phone number | text |
| Note | Chat note from Notifyer when one exists | text |
| Automation Note | Note injected by an automation rule, else blank | text |
| Live chat link | Clickable URL into Notifyer live console | text |
Live Chat Link
One click from Attio into the full WhatsApp thread
Attio does not support embedding external apps in an iframe. The Live Chat Link is the honest alternative: open Notifyer’s live console on the exact contact, already matched by phone.
- 1Open the link from Attio
Click Live chat link on the Person (or matched record). It opens Notifyer's live console.
- 2Matched automatically
The link includes a phone reference. Notifyer opens the correct conversation without searching.
- 3URL cleans itself
After load, the query parameter is removed so nothing sensitive stays in the address bar.
- 4Sign in if prompted
If you are not logged into Notifyer in that browser, sign in once, then reopen the link from Attio.
Proactive AI bot
Qualify, answer, and follow up, then hand off to humans
Build lead-qualification or support agents in Notifyer. They work on the same WhatsApp number that syncs to Attio, so AI replies and human takeovers both appear in CRM Notes as AI Assistant or the teammate’s name.
Core identity & knowledge
Agent name & business mission
Required in Notifyer AI Bots. Name the agent and describe what success looks like so replies stay on-brand.
Knowledge base
Paste FAQs and policies as text, and upload files the bot can retrieve from (PDF, TXT, DOCX, and CSV supported in Notifyer).
Custom instructions
Optional system prompt rules such as always collect a timeline, never discuss competitor pricing, or escalate high-ticket interest.
Tone & response delay
Tone options: friendly, professional, balanced, or enthusiastic. Response delay gathers burst messages into one natural reply.
Human handover
Human Agent Request Notification
Enable push notifications when a customer asks to speak with a human (Android and iOS).
Trigger keywords
Configurable keywords such as agent, human, or speak to someone immediately flag the chat for handoff.
Handoff instruction
Optional custom instruction describing when to escalate (for example refunds, frustration, or unresolved technical issues).
WhatsApp Business app auto-AI timer
After you reply from the mobile WhatsApp Business app, AI stays off, then turns back on after the minutes you set.
Proactive follow-ups
Enable proactive follow-ups
When a conversation goes silent, the AI can message again inside your configured delay window.
Min & max delay (hours)
Earliest and latest windows for follow-ups so you never message too soon or keep chasing forever.
Max follow-ups & cooldown
Cap attempts per silent chat and enforce a cooldown after outbound messages.
Quiet hours, quiet days & timezone
Set quiet hours and quiet days in the customer timezone so proactive messages stay respectful.
Distribution
Choose front-loaded, even, or back-loaded spacing across follow-up attempts.
Custom follow-up instructions
Optional proactive instructions for what the bot should say on later attempts (for example offer a calendar link).
Synced into Attio Notes
Outgoing AI replies appear in the Attio WhatsApp Conversation note as AI Assistant, and update mapped last-outgoing fields when configured.
Open any synced Attio record via Live Chat Link to see AI activity, take over as a human, and keep the Attio Note updated for the full journey.
Automation stack
Native Attio sync plus Zapier, Make, and n8n
Use the Attio integration for notes, matching, and live fields. Connect WhatsAble in Zapier, Make, or n8n when Attio record changes (or other tools) should trigger WhatsApp templates and conditional follow-ups. Attio-native Workflow triggers are coming later.
Zapier
Watch Attio or other apps, then send WhatsAble templates and conditional follow-ups.
Open Zapier guide
Make
Build visual scenarios that connect Attio list updates to WhatsApp sequences.
Open Make guide
n8n
Self-hosted or cloud workflows with the official WhatsAble node for triggers and sends.
Open n8n guideExample combined flow
- WhatsApp inbound creates or matches an Attio Person and logs a Note.
- AI or a human works the chat from Notifyer (via Live Chat Link).
- An Attio list or record update fires Make / Zapier / n8n → WhatsAble sends a template.
- A delayed step schedules a second message only if the contact has not replied.
You can also call the WhatsAble API from your backend or from any Attio automation that can reach external webhooks.
Known limitations
Honest about what Attio sync does today
No Attio Workflow triggers or actions yet
Attio's Workflows SDK does not currently pass user or account authentication context to workflow actions. Use Zapier, Make, n8n, or the WhatsAble API for automation today.
No embedded chat panel inside Attio
Attio does not support iframe embeds. Use the Live Chat Link attribute to open the full conversation in Notifyer's console instead.
No send-template or schedule from Attio
Reply, schedule, and broadcast from the Notifyer chat console, or from Zapier, Make, n8n, or the API. Attio sync is inbound history and fields.
Notes are rewritten, not patched
Attio's note API does not support editing an existing note in place. Notifyer finds the note by title and rewrites it with new messages appended. If someone deletes a WhatsApp note in Attio, a new one is created on the next message.
Setup
Go live in seven steps
- 1Embed WhatsApp Business
Complete WhatsApp Business embedding in Notifyer so your number is connected on the official API.
- 2Open Attio in Notifyer
Open Attio in the Notifyer Console (notifyer.whatsable.app/attio) and click Connect Attio or Authorize Attio.
- 3Authorize in Attio
Approve the OAuth request in Attio so Notifyer can read and write records, attributes, and notes.
- 4Confirm workspace card
Confirm the green Attio workspace connected card (workspace name, authorized by, connected at).
- 5Configure Sync Settings
In Sync Settings: choose Object, Phone field, Note Destination, Note grouping, Auto-create, and Timezone.
- 6Map attributes & save
In Attribute Mapping: map Name, last messages, timestamps, Labels, Country, Note, Automation Note, and Live chat link, then Save settings.
- 7Test, then add AI & automations
Send a test WhatsApp message and confirm the Attio record, note, and mapped fields update. Optionally enable a proactive AI bot and connect Zapier, Make, or n8n for outbound templates.
FAQ
Attio + WhatsApp questions
Attio is a sync-in integration today. WhatsApp conversations flow into Attio Notes and mapped fields automatically. Sending templates, scheduling, and live replies happen in the Notifyer console (or via Zapier, Make, n8n, or the WhatsAble API). Use the Live Chat Link on each record to open the full thread in Notifyer.
Any object in your workspace: Person, Company, Deal, User, Workspace, or custom objects. Most teams should choose Person because it already has a system Phone numbers field and the richest activity features. The object you pick also drives auto-create.
Matching only lists Attio attributes with the phone-number type (country code plus number). If the selected object has none, add a phone-number attribute in Attio, then refresh Notifyer Sync Settings.
Date-wise creates a new Attio Note per calendar day (title like WhatsApp Conversation - Jul 30, 2026), which is easier to scan on busy threads. Combined keeps one ongoing note per contact with timestamped lines and the newest line highlighted.
Despite the label, creation always uses the object you selected under CRM Record Matching. If that object is Person, you get People. If you matched a custom object, new records are created there.
Not yet. Attio's Workflows SDK does not currently pass the user or account authentication context Notifyer needs. For automation today, connect Attio and WhatsAble through Zapier, Make, n8n, or the WhatsAble API.
Create an AI agent in Notifyer with mission, knowledge base, tone, handoff keywords, and proactive follow-up rules. AI replies sync into Attio Notes as AI Assistant. Humans can take over from the Live Chat Link console, and those messages sync too.
Attio sync is available on Pro and Agency plans with a connected WhatsApp number. Complete Sync Settings and Attribute Mapping and click Save settings before messages will sync.
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