Attio + Pipedrive integrations

Easily add Attio to your workflow and integrate it with other apps and services.
Easily add Attio to your workflow and integrate it with other apps and services.
Preview of Easily add Attio to your workflow and integrate it with other apps and services.
Preview of All available Attio triggers in Relay.app.
Preview of Kick off a workflow when a new record has been created in Attio.
Preview of Attio has many deep integrations with Relay.app.
Preview of Easily configure what information should be added to a newly created record.
Preview of Use Relay.app's Pipedrive integrations to trigger actions across your apps
Preview of Use any of these Pipedrive actions in your Relay.app workflows
Overview
Connect Attio to Pipedrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Attio, Pipedrive, and many other popular SaaS applications.
Check below for example workflows using Attio and Pipedrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Example Attio + Pipedrive workflows

Attio iconarrow_forwardPipedrive icon

Automatically add activity to deal in Pipedrive for each record created in Attio

Pipedrive iconarrow_forwardAttio icon

Add record automatically in Attio for each deal stage changed in Pipedrive

Attio iconarrow_forwardPipedrive icon

Add activity to lead automatically in Pipedrive for each record added to list in Attio

Pipedrive iconarrow_forwardAttio icon

Automatically add list entry to list in Attio for each deal closed in Pipedrive

Attio iconarrow_forwardPipedrive icon

Get or add lead for person automatically in Pipedrive for each record status changed in Attio

Attio Triggers
Call recording
Attio logo
add
New call recording
List
Attio logo
library_add
Record added to list
Attio logo
library_add
Record changed status in list
Meeting
Attio logo
add
New meeting
Record
Attio logo
edit
Record changed
Attio logo
library_add
Record created
Attio logo
library_add
Record status changed
Pipedrive Actions
Activity
Pipedrive logo
add
Add activity
Pipedrive logo
edit
Update activity
Deal
Pipedrive logo
add
Add activity to deal
Pipedrive logo
add
Add deal
Pipedrive logo
person_add
Add follower to deal
Pipedrive logo
person_add
Add participiant
Pipedrive logo
add
Add product
Pipedrive logo
attach_file
Attach deal to project
Pipedrive logo
content_copy
Duplicate deal
Pipedrive logo
search
Find deal(s)
Pipedrive logo
edit
Update deal
Pipedrive logo
schedule
Wait until deal stage reached
Lead
Pipedrive logo
web_stories
Add activity to lead
Pipedrive logo
person_add
Add lead for organization
Pipedrive logo
person_add
Add lead for person
Pipedrive logo
archive
Archive lead
Pipedrive logo
search
Find lead(s)
Pipedrive logo
person_add
Get or add lead for organization
Pipedrive logo
person_add
Get or add lead for person
Pipedrive logo
edit
Update lead
Note
Pipedrive logo
add
Add note
Pipedrive logo
add
Add note comment
Pipedrive logo
edit
Update note
Pipedrive logo
edit
Update note comment
Organization
Pipedrive logo
web_stories
Add activity to organization
Pipedrive logo
person_add
Add follower to organization
Pipedrive logo
search
Find organization(s)
Pipedrive logo
storefront
Get or add organization
Pipedrive logo
storefront
Update or add organization
Pipedrive logo
edit
Update organization
Person
Pipedrive logo
web_stories
Add activity to person
Pipedrive logo
person_add
Add follower to person
Pipedrive logo
add
Add person
Pipedrive logo
search
Find person / people
Pipedrive logo
person_add
Get or add person
Pipedrive logo
add
Update or add person
Pipedrive logo
edit
Update person
Product
Pipedrive logo
person_add
Add follower to product
Pipedrive logo
add
Add product
Pipedrive logo
search
Find product(s)
Pipedrive logo
edit
Update product
Project
Pipedrive logo
web_stories
Add activity to project
Pipedrive logo
add
Add project
Pipedrive logo
archive
Archive project
Pipedrive logo
delete
Delete project
Pipedrive logo
search
Find project(s)
Pipedrive logo
edit
Update project
Task
Pipedrive logo
add
Add task
Pipedrive logo
search
Find task(s)
Pipedrive logo
edit
Update task
Pipedrive logo
schedule
Wait until project task done
Pipedrive Triggers
Activity
Pipedrive logo
add
Activity added
Deal
Pipedrive logo
edit
Deal changed
Pipedrive logo
payments
Deal closed
Pipedrive logo
target
Deal first meets conditions
Pipedrive logo
payments
Deal lost
Pipedrive logo
conversion_path
Deal stage changed
Pipedrive logo
payments
Deal won
Pipedrive logo
add
New deal added
Lead
Pipedrive logo
add
Lead added
Organization
Pipedrive logo
add
New organization added
Pipedrive logo
edit
Organization changed
Pipedrive logo
target
Organization first meets conditions
Person
Pipedrive logo
add
New person added
Pipedrive logo
edit
Person changed
Pipedrive logo
target
Person first meets conditions
Product
Pipedrive logo
add
New product added
Pipedrive logo
edit
Product changed
Pipedrive logo
target
Product first meets conditions
Project
Pipedrive logo
add
Project added
Pipedrive logo
conversion_path
Project phase changed
Pipedrive logo
task_alt
Project status changed
Attio Actions
Call recording
Attio logo
search
Find call recordings for meeting
List
Attio logo
add_comment
Add comment to list entry
Attio logo
add_box
Add list entry to list
Attio logo
library_add
Create or update list entry
Attio logo
search
Find list entry(ies)
Attio logo
edit
Update list entry
Meeting
Attio logo
search
Find meeting(s)
Record
Attio logo
add_comment
Add comment to record
Attio logo
add
Add record
Attio logo
add
Create note
Attio logo
library_add
Create or update record
Attio logo
search
Find record(s)
Attio logo
reply
Reply to comment
Attio logo
edit
Update record
Task
Attio logo
add
Create task
Workspace member
Attio logo
search
Find workspace member(s)

Create your own Attio + Pipedrive integration

Select a trigger in Attio
Select an action in Pipedrive
Create your workflow

Or automate Pipedrive + Attio

Select a trigger in Pipedrive
Select an action in Attio
Create your workflow

Connect Attio to your other apps

Intercom + Attio integrations
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Automate Google Groups + Attio
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Connect Notion to Attio
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Integrate Asana with Attio
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Sync Google Sheets with Attio
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Zendesk + Attio automations
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How to use HubSpot + Attio
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Calendly + Attio integrations
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Automate Google Drive + Attio
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Connect Trello to Attio
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Integrate 1Password with Attio
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Sync ActiveCampaign with Attio
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Anthropic + Attio automations
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How to use Apify + Attio
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Apollo + Attio integrations
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Automate AssemblyAI + Attio
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Connect Axiom.ai to Attio
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Integrate beehiiv with Attio
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Sync bitly with Attio
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Bloobirds + Attio automations
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How to use Bluesky + Attio
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Box + Attio integrations
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Automate Brevo + Attio
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Connect Browse.ai to Attio
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Integrate BuildKite with Attio
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Sync Cal.com with Attio
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CallRail + Attio automations
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How to use Canva + Attio
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Cartesia + Attio integrations
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Automate Chargebee + Attio
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Connect ClickSend to Attio
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Integrate ClickUp with Attio
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Sync Close with Attio
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Coda + Attio automations
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How to use Codacy + Attio
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CodeScene + Attio integrations
CodeScene
Automate Confluence + Attio
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Connect ConvertKit to Attio
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Integrate DeepSeek with Attio
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Sync Deepsource with Attio
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Dialpad + Attio automations
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How to use Discord + Attio
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Documint + Attio integrations
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Automate DocuSign + Attio
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Connect Dovetail to Attio
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Integrate Drip with Attio
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Sync Dropbox with Attio
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ElevenLabs + Attio automations
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How to use Facebook Lead Ads + Attio
Facebook Lead Ads
Fathom + Attio integrations
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Automate Fathom + Attio
Fathom
Connect Fibery to Attio
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Integrate Figma with Attio
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Sync Fillout with Attio
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Fireflies.ai + Attio automations
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How to use Folk + Attio
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Follow Up Boss + Attio integrations
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Automate Freshdesk + Attio
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Connect Front to Attio
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Integrate GitHub with Attio
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Sync Gmelius with Attio
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GoHighLevel + Attio automations
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How to use Gong + Attio
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Google Contacts + Attio integrations
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Automate Google Forms + Attio
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Connect Google Gemini to Attio
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Integrate Google Meet with Attio
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Sync Google My Business with Attio
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Google Tasks + Attio automations
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How to use Granola + Attio
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Groq + Attio integrations
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Automate Gumroad + Attio
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Connect Harmonic to Attio
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Integrate Harvest with Attio
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Sync Help Scout with Attio
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HeyGen + Attio automations
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How to use ImgBB + Attio
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Incident.io + Attio integrations
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Automate Instagram + Attio
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Connect Instantly to Attio
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Integrate Jotform with Attio
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Sync Kit (ConvertKit) with Attio
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LambdaTest + Attio automations
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How to use Lemlist + Attio
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Lemon Squeezy + Attio integrations
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Automate Lever + Attio
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Connect LinearB to Attio
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Integrate LinkedIn with Attio
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Sync Loops with Attio
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Luma + Attio automations
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How to use Mailchimp + Attio
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MailerLite + Attio integrations
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Automate MailerSend + Attio
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Connect Mailjet to Attio
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Integrate Mailshake with Attio
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Sync ManyChat with Attio
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Mem + Attio automations
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How to use Microsoft Excel + Attio
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Microsoft OneDrive + Attio integrations
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Automate Microsoft Planner + Attio
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Connect Missive to Attio
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Integrate Mistral with Attio
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Sync Mixpanel with Attio
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Monday.com + Attio automations
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How to use New Relic + Attio
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Northflank + Attio integrations
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Automate olostep + Attio
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Connect Outlook Calendar to Attio
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Integrate Outlook Contacts with Attio
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Sync Outlook Mail with Attio
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Paddle + Attio automations
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How to use PandaDoc + Attio
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Paperform + Attio integrations
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Automate Perplexity + Attio
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Connect Pipefy to Attio
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Integrate PostHog with Attio
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Sync Qlty with Attio
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QuickBooks Online + Attio automations
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How to use QuickMail + Attio
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Quo (OpenPhone) + Attio integrations
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Automate Qwen + Attio
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Connect Railway to Attio
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Integrate Ramp with Attio
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Sync Reddit with Attio
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Relay.app + Attio automations
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How to use Retable + Attio
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RingCentral + Attio integrations
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Automate SalesIntel + Attio
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Connect ScrapingBee to Attio
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Integrate Sharepoint with Attio
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Sync ShipHero with Attio
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Shopify + Attio automations
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How to use Signeasy + Attio
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Skyflow + Attio integrations
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Automate Smartlead.ai + Attio
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Connect SmartSuite to Attio
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Integrate Smartwaiver with Attio
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Sync Snowflake with Attio
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Square + Attio automations
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How to use Stripe + Attio
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Supabase + Attio integrations
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Automate Syften + Attio
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Connect Tally to Attio
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Integrate Teams with Attio
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Sync Telegram with Attio
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Tella + Attio automations
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How to use The Swarm + Attio
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Things + Attio integrations
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Automate TickTick + Attio
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Connect TidyCal to Attio
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Integrate Tiktok with Attio
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Sync Todoist with Attio
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Toggl + Attio automations
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How to use Tremendous + Attio
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Twilio + Attio integrations
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Automate Typeform + Attio
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Connect Wave to Attio
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Integrate Webflow with Attio
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Sync WhatsApp notifications with Attio
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WooCommerce + Attio automations
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How to use Wordpress.com + Attio
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WordPress (Self-Hosted) + Attio integrations
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Automate X (Twitter) + Attio
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Connect xAI to Attio
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Integrate Xero with Attio
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Sync Xodo Sign with Attio
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YouTube + Attio automations
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How to use Zite + Attio
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Zoom + Attio integrations
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Automate Zoom Events + Attio
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Connect Airtable to Attio
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Integrate Google Docs with Attio
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Sync Slack with Attio
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Google Slides + Attio automations
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How to use Google Calendar + Attio
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OpenAI + Attio integrations
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Automate App Store + Attio
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Connect Google Play Store to Attio
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Integrate Greenhouse with Attio
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Sync Salesforce with Attio
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Gmail + Attio automations
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How to use Jira + Attio
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Linear + Attio integrations
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Automate Ashby + Attio
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Or connect Pipedrive to your other apps

Salesforce + Pipedrive integrations
Salesforce
Automate Google Play Store + Pipedrive
Google Play Store
Connect Greenhouse to Pipedrive
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Integrate Jira with Pipedrive
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Sync Gmail with Pipedrive
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Ashby + Pipedrive automations
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How to use Linear + Pipedrive
Linear
Google Docs + Pipedrive integrations
Google Docs
Automate 1Password + Pipedrive
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Connect ActiveCampaign to Pipedrive
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Integrate Anthropic with Pipedrive
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Sync Apify with Pipedrive
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Apollo + Pipedrive automations
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How to use AssemblyAI + Pipedrive
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Axiom.ai + Pipedrive integrations
Axiom.ai
Automate beehiiv + Pipedrive
beehiiv
Connect bitly to Pipedrive
bitly
Integrate Bloobirds with Pipedrive
Bloobirds
Sync Bluesky with Pipedrive
Bluesky
Box + Pipedrive automations
Box
How to use Brevo + Pipedrive
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Browse.ai + Pipedrive integrations
Browse.ai
Automate BuildKite + Pipedrive
BuildKite
Connect Cal.com to Pipedrive
Cal.com
Integrate CallRail with Pipedrive
CallRail
Sync Canva with Pipedrive
Canva
Cartesia + Pipedrive automations
Cartesia
How to use Chargebee + Pipedrive
Chargebee
ClickSend + Pipedrive integrations
ClickSend
Automate ClickUp + Pipedrive
ClickUp
Connect Close to Pipedrive
Close
Integrate Coda with Pipedrive
Coda
Sync Codacy with Pipedrive
Codacy
CodeScene + Pipedrive automations
CodeScene
How to use Confluence + Pipedrive
Confluence
ConvertKit + Pipedrive integrations
ConvertKit
Automate DeepSeek + Pipedrive
DeepSeek
Connect Deepsource to Pipedrive
Deepsource
Integrate Dialpad with Pipedrive
Dialpad
Sync Discord with Pipedrive
Discord
Documint + Pipedrive automations
Documint
How to use DocuSign + Pipedrive
DocuSign
Dovetail + Pipedrive integrations
Dovetail
Automate Drip + Pipedrive
Drip
Connect Dropbox to Pipedrive
Dropbox
Integrate ElevenLabs with Pipedrive
ElevenLabs
Sync Facebook Lead Ads with Pipedrive
Facebook Lead Ads
Fathom + Pipedrive automations
Fathom
How to use Fathom + Pipedrive
Fathom
Fibery + Pipedrive integrations
Fibery
Automate Figma + Pipedrive
Figma
Connect Fillout to Pipedrive
Fillout
Integrate Fireflies.ai with Pipedrive
Fireflies.ai
Sync Folk with Pipedrive
Folk
Follow Up Boss + Pipedrive automations
Follow Up Boss
How to use Freshdesk + Pipedrive
Freshdesk
Front + Pipedrive integrations
Front
Automate GitHub + Pipedrive
GitHub
Connect Gmelius to Pipedrive
Gmelius
Integrate GoHighLevel with Pipedrive
GoHighLevel
Sync Gong with Pipedrive
Gong
Google Contacts + Pipedrive automations
Google Contacts
How to use Google Forms + Pipedrive
Google Forms
Google Gemini + Pipedrive integrations
Google Gemini
Automate Google Meet + Pipedrive
Google Meet
Connect Google My Business to Pipedrive
Google My Business
Integrate Google Tasks with Pipedrive
Google Tasks
Sync Granola with Pipedrive
Granola
Groq + Pipedrive automations
Groq
How to use Gumroad + Pipedrive
Gumroad
Harmonic + Pipedrive integrations
Harmonic
Automate Harvest + Pipedrive
Harvest
Connect Help Scout to Pipedrive
Help Scout
Integrate HeyGen with Pipedrive
HeyGen
Sync ImgBB with Pipedrive
ImgBB
Incident.io + Pipedrive automations
Incident.io
How to use Instagram + Pipedrive
Instagram
Instantly + Pipedrive integrations
Instantly
Automate Jotform + Pipedrive
Jotform
Connect Kit (ConvertKit) to Pipedrive
Kit (ConvertKit)
Integrate LambdaTest with Pipedrive
LambdaTest
Sync Lemlist with Pipedrive
Lemlist
Lemon Squeezy + Pipedrive automations
Lemon Squeezy
How to use Lever + Pipedrive
Lever
LinearB + Pipedrive integrations
LinearB
Automate LinkedIn + Pipedrive
LinkedIn
Connect Loops to Pipedrive
Loops
Integrate Luma with Pipedrive
Luma
Sync Mailchimp with Pipedrive
Mailchimp
MailerLite + Pipedrive automations
MailerLite
How to use MailerSend + Pipedrive
MailerSend
Mailjet + Pipedrive integrations
Mailjet
Automate Mailshake + Pipedrive
Mailshake
Connect ManyChat to Pipedrive
ManyChat
Integrate Mem with Pipedrive
Mem
Sync Microsoft Excel with Pipedrive
Microsoft Excel
Microsoft OneDrive + Pipedrive automations
Microsoft OneDrive
How to use Microsoft Planner + Pipedrive
Microsoft Planner
Missive + Pipedrive integrations
Missive
Automate Mistral + Pipedrive
Mistral
Connect Mixpanel to Pipedrive
Mixpanel
Integrate Monday.com with Pipedrive
Monday.com
Sync New Relic with Pipedrive
New Relic
Northflank + Pipedrive automations
Northflank
How to use olostep + Pipedrive
olostep
Outlook Calendar + Pipedrive integrations
Outlook Calendar
Automate Outlook Contacts + Pipedrive
Outlook Contacts
Connect Outlook Mail to Pipedrive
Outlook Mail
Integrate Paddle with Pipedrive
Paddle
Sync PandaDoc with Pipedrive
PandaDoc
Paperform + Pipedrive automations
Paperform
How to use Perplexity + Pipedrive
Perplexity
Pipefy + Pipedrive integrations
Pipefy
Automate PostHog + Pipedrive
PostHog
Connect Qlty to Pipedrive
Qlty
Integrate QuickBooks Online with Pipedrive
QuickBooks Online
Sync QuickMail with Pipedrive
QuickMail
Quo (OpenPhone) + Pipedrive automations
Quo (OpenPhone)
How to use Qwen + Pipedrive
Qwen
Railway + Pipedrive integrations
Railway
Automate Ramp + Pipedrive
Ramp
Connect Reddit to Pipedrive
Reddit
Integrate Relay.app with Pipedrive
Relay.app
Sync Retable with Pipedrive
Retable
RingCentral + Pipedrive automations
RingCentral
How to use SalesIntel + Pipedrive
SalesIntel
ScrapingBee + Pipedrive integrations
ScrapingBee
Automate Sharepoint + Pipedrive
Sharepoint
Connect ShipHero to Pipedrive
ShipHero
Integrate Shopify with Pipedrive
Shopify
Sync Signeasy with Pipedrive
Signeasy
Skyflow + Pipedrive automations
Skyflow
How to use Smartlead.ai + Pipedrive
Smartlead.ai
SmartSuite + Pipedrive integrations
SmartSuite
Automate Smartwaiver + Pipedrive
Smartwaiver
Connect Snowflake to Pipedrive
Snowflake
Integrate Square with Pipedrive
Square
Sync Stripe with Pipedrive
Stripe
Supabase + Pipedrive automations
Supabase
How to use Syften + Pipedrive
Syften
Tally + Pipedrive integrations
Tally
Automate Teams + Pipedrive
Teams
Connect Telegram to Pipedrive
Telegram
Integrate Tella with Pipedrive
Tella
Sync The Swarm with Pipedrive
The Swarm
Things + Pipedrive automations
Things
How to use TickTick + Pipedrive
TickTick
TidyCal + Pipedrive integrations
TidyCal
Automate Tiktok + Pipedrive
Tiktok
Connect Todoist to Pipedrive
Todoist
Integrate Toggl with Pipedrive
Toggl
Sync Tremendous with Pipedrive
Tremendous
Twilio + Pipedrive automations
Twilio
How to use Typeform + Pipedrive
Typeform
Wave + Pipedrive integrations
Wave
Automate Webflow + Pipedrive
Webflow
Connect WhatsApp notifications to Pipedrive
WhatsApp notifications
Integrate WooCommerce with Pipedrive
WooCommerce
Sync Wordpress.com with Pipedrive
Wordpress.com
WordPress (Self-Hosted) + Pipedrive automations
WordPress (Self-Hosted)
How to use X (Twitter) + Pipedrive
X (Twitter)
xAI + Pipedrive integrations
xAI
Automate Xero + Pipedrive
Xero
Connect Xodo Sign to Pipedrive
Xodo Sign
Integrate YouTube with Pipedrive
YouTube
Sync Zite with Pipedrive
Zite
Zoom + Pipedrive automations
Zoom
How to use Zoom Events + Pipedrive
Zoom Events
Airtable + Pipedrive integrations
Airtable
Automate Slack + Pipedrive
Slack
Connect Google Calendar to Pipedrive
Google Calendar
Integrate OpenAI with Pipedrive
OpenAI
Sync Google Slides with Pipedrive
Google Slides
App Store + Pipedrive automations
App Store
How to use HubSpot + Pipedrive
HubSpot
Google Drive + Pipedrive integrations
Google Drive
Automate Calendly + Pipedrive
Calendly
Connect Trello to Pipedrive
Trello
Integrate Intercom with Pipedrive
Intercom
Sync Asana with Pipedrive
Asana
Google Sheets + Pipedrive automations
Google Sheets
How to use Google Groups + Pipedrive
Google Groups
Notion + Pipedrive integrations
Notion
Automate Zendesk + Pipedrive
Zendesk

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect Attio to Pipedrive with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Attio or Pipedrive to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Attio and Pipedrive to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Zapier alternative for connecting Attio to Pipedrive?

    Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.

    Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.

    For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Attio and Pipedrive—give it a try and let us know what you think.

See why people love Relay.app

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Just ran my first automation workflow with @relay !

I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

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Marco Elizalde
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@marcoETmx
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I discovered @relay and it is incredible

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Peter Jauhal
via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

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Lucas Grey
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@ImLucasGrey
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Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

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Rafa
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@rafanocode
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I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

Screenshot showing how to test a step in an automated workflow in Relay.app
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Duke Dao
@dummy_coder
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.@relay is just straight out awesome. Give it a try

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Benjamin Borowski👨‍🚒
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@typeoneerror
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Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

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Notion Coach
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@NotionCoach
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Finally getting a chance to explore @relay and wow, UX feels leaps ahead of Zapier/Make.

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Maayan
Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

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Eva (Ziki) Zivanovic
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@ZikiDoesNotion
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If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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