--- title: "Connect Apaleo and Attio - APIANT.ai" description: "When \"New Booking\" fires in Apaleo, your agent runs \"Create or Update List Entry by Parent Record\" in Attio." canonical: "https://apiant.ai/connect/apaleo-to-attio" --- # Connect Apaleo and Attio When **New Booking** fires in [Apaleo](https://apiant.ai/connections/apaleo), your agent runs **Create or Update List Entry by Parent Record** in [Attio](https://apiant.ai/connections/attio), or **List Entry Created** in Attio to **Add Allowance to Folio** in Apaleo. Describe the whole flow and it is built, tested on every scenario and kept running. Apaleo **5** triggers Apaleo **66** actions Attio **7** triggers Attio **13** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Apaleo and Attio to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Apaleo and Attio can do together ### From Apaleo to Attio - When **New Booking** in Apaleo then **Create or Update List Entry by Parent Record** in Attio - When **New Company** in Apaleo then **Create or Update Record** in Attio ### From Attio to Apaleo - When **List Entry Created** in Attio then **Add Allowance to Folio** in Apaleo - When **List Entry Updated** in Attio then **Add Charge to Folio** in Apaleo Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Apaleo and Attio ## Triggers and actions 12 triggers · 79 actions - Trigger **New Booking** Triggers when a new booking is created in Apaleo, returning the booker details and its reservations. - Trigger **New Company** Triggers when a new company is created in Apaleo. - Trigger **New Folio** Triggers when a new folio is created in Apaleo, newest first. - Trigger **New Reservation** Triggers when a new reservation is created in Apaleo, optionally limited to certain properties, statuses or channels. - Trigger **Reservation Updated** Triggers when a reservation is created or changed, including status changes such as check-in, check-out or cancellation. - Action **Add Allowance to Folio** Posts an allowance (a discount or credit) to a folio in Apaleo. - Action **Add Charge to Folio** Adds a charge for a good or service to a folio and posts it immediately. Returns the new charge id and any fee charge ids. - Action **Add Reservations to Booking** Creates one or more new reservations and adds them to an existing booking. Returns the ids of the reservations that were created. - Action **Amend Reservation Stay** Changes the stay details of a reservation: arrival, departure, number of guests and the rate plan for each night. - Action **Assign Unit to Reservation** Assigns a specific unit (room) to a confirmed or in-house reservation, optionally for part of the stay and optionally locking it. - Action **Book Service for Reservation** Books a service (such as breakfast or spa) onto an existing reservation, for the whole stay or for specific dates. - Action **Cancel Block** Cancels a block that is Definite or Tentative, changing its status to Canceled. - Action **Cancel Invoice** Cancels an invoice in Apaleo, creating a cancellation invoice and reopening the folio where applicable. - Action **Cancel Reservation** Cancels a confirmed reservation whose arrival is still in the future, setting its status to Canceled. - Action **Change Unit Condition** Changes the housekeeping condition (Clean, Clean to be inspected, Dirty) of a unit in apaleo. - Action **Check In Reservation** Checks in a confirmed reservation that has a unit assigned, moving it to In House. - Action **Check Out Reservation** Checks out an in-house reservation, setting its status to Checked Out and posting all open folio charges. - Action **Close Folio** Closes a folio so no further charges or payments can be added. Only possible when the folio balance is 0; this cannot be undone. - Action **Confirm Block** Confirms a tentative block, changing its status to Definite. - Action **Create Block** Creates a block of inventory for a group booking at a given rate plan and date range, and returns the new block's id. - Action **Create Booking** Creates a booking in Apaleo containing one or more reservations for a booker. Returns the new booking id and the ids of its reservations. - Action **Create Company** Creates a company (corporate account) for a property in Apaleo, with its address, tax details and bookable rate plans. - Action **Create Folio** Creates an additional guest folio for a reservation, or a new external folio for a property, with the given debitor. - Action **Create Group** Creates a group booking in Apaleo for one or more properties, with the booker's details. Returns the new group's id. - Action **Create Invoice** Creates an invoice for one folio. The folio's debitor must have a name, city, postal code and country. - Action **Create Maintenance** Creates a maintenance window (out of service, out of order or out of inventory) for a unit. - Action **Create Payment** Records a custom payment (cash, cheque, voucher or externally processed) on an Apaleo folio. - Action **Create Payment Link** Creates a link to a payment form where a guest can pay an amount toward a folio. Returns the id of the pending payment. - Action **Create Refund** Creates a refund on an Apaleo folio for the given amount and payment method. The refund is processed asynchronously. - Action **Create Unit** Creates a new unit (room) in an Apaleo property. - Action **Delete Block** Deletes a block, as long as no reservations have been picked up from it. - Action **Delete Company** Deletes a company and removes it from any rate plans that have not used it yet. - Action **Delete Folio** Deletes an empty, non-main folio. This cannot be undone. - Action **Delete Group** Deletes a group booking in Apaleo. Only possible while no blocks are linked to the group. - Action **Delete Maintenance** Deletes a maintenance window from a unit. Maintenances that started yesterday or earlier cannot be deleted. - Action **Get Block** Returns a specific Apaleo block (inventory held for a group booking) by its ID. - Action **Get Booking** Returns a booking with its booker details, reservations and property totals. - Action **Get Company** Returns a company (corporate account) by its ID, including its address, tax details and bookable rate plans. - Action **Get Folio** Returns one folio by ID, including its charges, allowances, payments, balance and debitor details. - Action **Get Group** Returns a specific group booking, optionally including its blocks and available actions. - Action **Get Invoice** Returns an invoice's details, including recipient, line items, payments, tax details and totals. - Action **Get Invoice PDF** Downloads the PDF file of an existing invoice. - Action **Get Maintenance** Returns a scheduled unit maintenance (out of service, out of order or out of inventory) by its ID, including its unit and time window. - Action **Get Payment** Returns a single payment on a folio, including its amount, method, status and dates. - Action **Get Property** Returns a property (hotel) by its id, including its name, address, company details, time zone and currency. - Action **Get Rate Plan** Returns a single rate plan by its ID, including its pricing, policies, restrictions and channels. - Action **Get Reservation** Returns a single reservation, including its guest, stay dates, rate plan, unit and amounts. - Action **Get Service** Returns a specific service (such as breakfast) with its price, availability and accounting settings. - Action **Get Stay Offers** Returns the available room offers (unit groups with rate plans and prices) for a property, arrival and departure date and number of guests. - Action **Get Unit** Returns a single unit (room or space) with its property, unit group, status, and attributes. - Action **Get Unit Group** Returns a unit group (room type) with its property, names, descriptions, capacity and unit count. - Action **List Bookings** Returns the bookings in your Apaleo account, optionally filtered by reservation, group, channel, external code or booker details. - Action **List Folios** Returns the folios in your Apaleo account, optionally filtered by property, reservation, booking, company, status, type, dates or balance. - Action **List Payments** Returns the payments recorded on a folio, newest first, optionally filtered by payment status. - Action **List Properties** Returns the list of properties (hotels) in the Apaleo account, optionally filtered by status or country. - Action **List Rate Plans** Returns the rate plans in your Apaleo account, optionally filtered by property, codes, channels, unit groups and other criteria. - Action **List Rates** Returns the prices and restrictions of a rate plan for each time slice in a date range. - Action **List Reservations** Returns the reservations in your Apaleo account, optionally filtered by booking, property, status, dates, guest text and more. - Action **List Services** Returns the services (extras such as breakfast or parking) set up for your properties, optionally filtered by property, name, channel or type. - Action **List Unit Groups** Returns the unit groups (room types, meeting rooms, parking and similar) defined in Apaleo, optionally for one property. - Action **List Units** Returns the units (rooms) of your Apaleo account, optionally filtered by property, unit group, condition, occupancy or name. - Action **Mark Invoice Paid** Marks an Apaleo invoice as paid, recording the payment method and receipt reference. - Action **Reopen Folio** Reopens a closed folio so charges and payments can be posted again. Only works when no invoice has been created for the folio. - Action **Update Booking** Updates a booking's comment, booker comment, booker or payment account. - Action **Update Company** Updates an existing company's name, contact details, tax IDs, address, invoicing options or rate plans. Fields left blank are not changed. - Action **Update Folio** Updates a folio's debitor or company in Apaleo. - Action **Update Group** Updates a group booking's name, comments, properties, booker or payment account. - Action **Update Maintenance** Updates the start, end or description of an existing maintenance window for a unit. - Action **Update Rates** Creates or overwrites the prices and restrictions of a rate plan for the given time slices. - Action **Update Reservation** Updates a reservation's comments, travel purpose, market segment, company, charge and pre-check-in flags, or applies other allowed changes such as the primary guest. - Action **Update Unit** Updates a unit's name, description, condition, unit group or maximum occupancy in Apaleo. Only the fields you fill in are changed. - Trigger **List Entry Created** Triggered when a record is added to an Attio list. Attio registers and removes the webhook automatically when the automation is turned on and off. - Trigger **List Entry Deleted** Triggers when a record is removed from a list in Attio, giving you the deleted list entry's ID along with the list and the parent record it pointed at. - Trigger **List Entry Updated** Triggers when a list attribute on an existing Attio list entry is changed, giving you the entry, the list, the parent record and the attribute that changed. - Trigger **Record Created** Triggers when a new record is created in Attio, giving you the new record's ID and the object it belongs to. - Trigger **Record Deleted** Triggers when a record is deleted in Attio, giving you the deleted record's ID and the object it belonged to. - Trigger **Record Updated** Triggers when an attribute on an Attio record changes, giving you the record, the object it belongs to and the attribute that changed. - Trigger **Task Created** Triggers when a new task is created in Attio, giving you the new task's ID and who created it. - Action **Create List Entry** Adds a record to an Attio list as a new list entry and returns the entry. - Action **Create Note** Creates a note on an Attio record and returns the new note. - Action **Create or Update List Entry by Parent Record** Adds a record to an Attio list, or updates its existing entry if it is already on the list. - Action **Create or Update Record** Creates a record in Attio, or updates the existing record that matches on the chosen field. - Action **Create Record** Creates a new record on the chosen Attio object and returns it. - Action **Create Storage Location** Attaches a folder to an Attio record — either a folder stored in Attio or one linked from Dropbox, Box, Google Drive or OneDrive. - Action **Create Task** Creates a task in Attio, optionally linked to a record and assigned to a workspace member. - Action **Delete List Entry** Removes an entry from an Attio list. - Action **Find List Entries** Returns the entries on an Attio list. - Action **Find Records** Searches records on the chosen Attio object and returns the matches. - Action **Update List Entry** Updates the list-specific field values on an existing Attio list entry. Fields you leave blank are left untouched. - Action **Update Record** Updates the field values on an existing Attio record. Fields you leave blank are left untouched. - Action **Update Task** Updates an existing Attio task's due date, done state, linked records or assignee. Anything you leave blank stays as it is. Attio does not allow the task's text to be changed. ## Each app on its own - [ **Apaleo** Cloud-native, API-first property management system for hotels, apartments, and hospitality operators.](https://apiant.ai/connections/apaleo) - [ **Attio** Attio is the CRM of the future: data-driven, completely customizable and intuitively collaborative.](https://apiant.ai/connections/attio) Reviews ## What our customers say ## More from Apaleo - [ **Apaleo to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/apaleo-to-hubspot) - [ **Apaleo to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/apaleo-to-salesforce) - [ **Apaleo to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/apaleo-to-slack) - [ **Apaleo to Google Sheets** Google Sheets](https://apiant.ai/connect/apaleo-to-google-sheets) - [ **Apaleo to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/apaleo-to-gmail) - [ **Apaleo to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/apaleo-to-google-calendar) ## More into Attio - [ **ActiveCampaign to Attio** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-attio) - [ **Airtable to Attio** Organize anything with Airtable, a modern database created for everyone.](https://apiant.ai/connect/airtable-to-attio) - [ **Asana to Attio** Asana is a collaborative information manager for workspace.](https://apiant.ai/connect/asana-to-attio) - [ **Brevo to Attio** Brevo is the leading CRM suite designed to cultivate long-term customer relationships and help businesses...](https://apiant.ai/connect/brevo-to-attio) - [ **PandaDoc to Attio** PandaDoc helps you build and deliver sales quotes and proposals and track presentations and close deals...](https://apiant.ai/connect/pandadoc-to-attio) - [ **2Chat to Attio** 2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.](https://apiant.ai/connect/2chat-to-attio) Questions ## Apaleo and Attio, answered ### ### What can start an automation from Apaleo? Any of Apaleo's 5 triggers in the catalog, including New Booking, New Company, New Folio and New Reservation. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Attio when something happens in Apaleo? Any of Attio's 13 actions, including Create List Entry, Create Note, Create or Update List Entry by Parent Record and Create or Update Record. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Attio to Apaleo? Yes. When something happens in Attio, your agent can act in Apaleo too. This page covers both directions: Attio's triggers and Apaleo's actions are listed here as well. ### ### Do I have to build a connector for Apaleo or Attio? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Apaleo and Attio without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.