Guide

How to automate adding Typeform responses as records in Attio

Learn how to create a Relay playbook that captures new responses from a Typeform and creates a record in Attio with response fields such as name and email.
Attio logoTypeform logo
1

Create your playbook

To automate this workflow, you'll create a Relay playbook that runs automatically every time there's a new response in Typeform.

Get started by signing up at Relay.app and clicking "New playbook." Give your new playbook a unique name and emoji.

2

Add the Typeform trigger

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

Click "Add trigger" and select "Typeform - New response". Then, select the specific form you want to monitor. If this is your first time using a Typeform integration in Relay, you'll be prompted to connect your Typeform account.

Now, every time there is a new response in Typeform, your playbook will run automatically.

3

Add the Attio Create or update record automation

Now you can configure your playbook to create or update a record in Attio. Add a new step and select 'Create or update record' from the list of Attio automations.

Connect Attio to Relay if you haven't already, then fill out the essential details such as Object, Matching attribute, and Attributes. You can reference fields from Typeform directly to automatically pass along the respondent's name and email address.

4

Turn on the playbook

When you are done with the playbook, it's time to activate it.

The playbook will now run automatically whenever there is a new response in Typeform. You can also click "Check now" to perform a manual check whenever you'd like.

Try it for yourself in an interactive sandbox

Click around to try out the template right here. When you’re ready to build your own, click “Try it in Relay.”

Get started with Relay

Sign up now and get started with your playbook today