# shapescale-crm

> Manage Attio CRM records (companies, people, deals, lists, notes) for ShapeScale. Use for CRM updates, lead qualification, and deal progression.

- Author: Niemand Assistant
- Repository: kesslerio/dialpad-clawdbot-skill
- Version: 20260127133854
- Stars: 0
- Forks: 0
- Last Updated: 2026-02-06
- Source: https://github.com/kesslerio/dialpad-clawdbot-skill
- Web: https://mule.run/skillshub/@@kesslerio/dialpad-clawdbot-skill~shapescale-crm:20260127133854

---

---
name: shapescale-crm
description: Manage Attio CRM records (companies, people, deals, lists, notes) for ShapeScale. Use for CRM updates, lead qualification, and deal progression.
metadata: {"clawdbot":{"emoji":"🗂"}}
---

# ShapeScale CRM (Attio)

## ⚡ QUICK COMMANDS (use these exact commands)

```bash
# Search for deals
attio search deals "Company Name"

# Search for companies
attio search companies "Company Name"

# Get record details by ID
attio get deals "record-uuid-here"

# Add a note to a record
attio note companies "record-uuid" "Title" "Note content here"

# List notes on a record
attio notes companies "record-uuid"

# See available fields
attio fields companies

# Get select field options (e.g., deal stages)
attio options deals stage
```

## 🚨 GOLDEN RULE: AVOID API ERRORS

1. **Only use allowed fields** → load `references/verified_company_attributes.md`
2. **Put everything else in notes** → use `attio note`
3. **Format data correctly**: Numbers as `85`, arrays as `['Value']`, booleans as `true/false`

**When uncertain → write a note instead of updating records.**

## 📋 WORKFLOW INDEX

- **Company workflows** → `references/company_workflows.md`
- **Deal workflows** → `references/deal_workflows.md`
- **Allowed company fields** → `references/verified_company_attributes.md`
- **Post‑demo CRM checklist** → `shapescale-sales/references/demo-attio-update-checklist.md`

## 🛠️ FULL COMMAND REFERENCE

| Command | Description |
|---------|-------------|
| `attio search <type> "<query>"` | Search records |
| `attio get <type> <id>` | Get record details |
| `attio update <type> <id> record_data='{...}'` | Update record |
| `attio create <type> record_data='{...}'` | Create record |
| `attio delete <type> <id>` | Delete record |
| `attio note <type> <id> "<title>" "<content>"` | Add note |
| `attio notes <type> <id>` | List notes |
| `attio fields <type>` | List available fields |
| `attio options <type> <attribute>` | Get select options |

**Types:** `companies`, `people`, `deals`, `tasks`

## 📝 COMMON WORKFLOWS

### Look up a deal
```bash
attio search deals "Back to Health"
```

### Get company details
```bash
attio get companies "b83420d1-c73f-5ffb-a915-fa214d4f81f8"
```

### Add demo notes to company
```bash
attio note companies "UUID" "Demo Follow-up" "Interested in Pro. Decision: CEO. Timeline: Q1."
```

### Check deal stages before updating
```bash
attio options deals stage
```

### Update deal stage
```bash
attio update deals "UUID" record_data='{"stage":"demo_completed"}'
```

## ⚠️ Pipeline Stages

**Never hard-code stage names.** Always check first:
```bash
attio options deals stage
```

Use the internal value (e.g., `demo_completed`), not the display label.

## 🔗 Cross-Skill References

- Post-demo updates → `shapescale-sales/references/demo-attio-update-checklist.md`
- Lead qualification → `shapescale-sales/demo-qualification.md`