What Attio workflows can automate
Attio workflows are well suited for CRM-level automation. RevOps teams use Attio to trigger actions when deals move through stages or when account data changes.
Typical Attio workflow use cases include:
- Updating deal statuses
- Assigning owners
- Structuring account and opportunity data
These workflows help standardize sales processes. They do not generate contracts or invoices on their own.
Why contract and invoice automation sits outside the CRM
Contracts and invoices are revenue artifacts. They depend on pricing rules, billing logic, and revenue ownership, not just CRM data.
CRMs like Attio are not designed to:
- Define pricing structures
- Manage billing rules
- Generate invoices
- Own the quote-to-cash lifecycle
Automating these processes inside the CRM creates operational complexity and long-term RevOps debt.
The right approach: Attio for CRM, Hyperline for revenue workflows
A scalable approach is to separate responsibilities clearly:
- Attio manages deal and customer context
- Hyperline manages contracts, pricing, and invoicing
In this setup, Attio workflows prepare and structure deal data. Hyperline workflows execute revenue logic.
How Hyperline enables contract and invoice automation
Hyperline is a dedicated revenue and billing platform designed to automate the quote-to-cash process. Hyperline connects with CRMs like Attio to turn deal data into revenue workflows.
With Hyperline:
- Contract logic is managed outside the CRM
- Invoices are generated based on structured pricing rules
- Revenue workflows remain consistent across sales and finance
This allows RevOps teams to automate contracts and invoices without forcing billing logic into Attio.
Example workflow: from Attio to automated invoicing
A typical workflow follows a clear separation:
- A deal is created and updated in Attio
- Deal data is passed to Hyperline
- Hyperline applies pricing and contract logic
- Invoices are generated and managed in Hyperline
Each system keeps a clear role, reducing operational friction.
Why RevOps teams choose Hyperline with Attio
RevOps teams pair Attio with Hyperline to:
- Keep the CRM clean and focused on sales
- Centralize pricing, contracts, and invoicing
- Align sales and finance workflows
This architecture supports automation without compromising data ownership.
Conclusion
Attio workflows help automate CRM processes. Contract and invoice automation requires a dedicated revenue platform.
By pairing Attio with Hyperline, RevOps teams automate contracts and invoices while maintaining a clear, scalable revenue architecture.