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Attio and Microsoft SharePoint.
A more connected handoff.

Give Nine access to Attio and Microsoft SharePoint and delegate work across the connected tools. You choose the accounts and actions it can use.

AttioMicrosoft SharePoint
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Attio

Understand the relationship

  • Look up people, companies, and deals

    Search CRM records and their attributes to prepare account briefs and identify the right contacts.

  • Gather the conversation history

    Retrieve notes, comments, meeting records, and available call recordings for a clearer handoff.

Keep the next step moving

  • Maintain your CRM records

    Create and update people, companies, deals, and other objects without losing their relationships.

  • Organise lists and follow-ups

    Add records to lists, update list entries, and create or update tasks for the next owner.

  • Adapt your tracking

    Work with custom objects, attributes, and status options to fit the way your team sells.

Microsoft SharePoint

Find the shared context

  • Search sites and documents

    Search accessible SharePoint content and retrieve site, page, folder, and file details.

  • Read lists and supporting records

    Retrieve list items, fields, attachments, versions, and available change information.

Maintain the working material

  • Create and update list records

    Add or update list items and maintain list fields, views, and content types.

  • Organise and publish shared files

    Upload or download files, maintain folders, check documents in or out, and publish supported site pages.

  • Keep access and versions in order

    Work with sharing permissions and restore available document versions or recycled items.

Connect the context. Agree the handoff.

Attio

Connect your Attio workspace during onboarding and choose the record, list, and task actions Nine can use.

Microsoft SharePoint

Connect your Microsoft account during onboarding and choose the SharePoint sites, files, and list actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Attio and Microsoft SharePoint?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.