CRM
Restore Wrongly-Overwritten Fields After an Attio Merge from Audit Log
On request via webhook, replays the Postgres survivorship audit log for a given Attio merge and restores any field a reviewer flagged as incorrectly overwritten.
How it runs
The automated pipeline, trigger to output.
- TriggerRestore-request webhookHTTP webhook
- ActionQuery merge decisions from Postgres audit logPostgres
- LogicValidate field was merge-changed and resolve prior value
- ActionPatch Attio record to restored valuesAttio
- OutputWrite rollback entry to Postgres audit logPostgres
What it does
Merges are hard to undo in Attio once values are overwritten. This workflow uses the survivorship audit log as the source of truth to surgically restore a specific field on a merged record back to its losing-record value when a reviewer says the rule got it wrong.
When to use it
Use it when a teammate notices a merged contact lost a correct phone, owner, or address, and you need a safe, audited rollback of just that field rather than re-importing the deleted duplicate.
How it works
- 1A webhook delivers a restore request: the Attio record ID and the field(s) to roll back.
- 2The workflow queries the Postgres audit log for the original merge decisions on those fields.
- 3A logic step verifies the requested fields were actually changed by a merge and resolves the prior value to restore.
- 4An action patches the Attio record back to the restored values.
- 5A new audit row records the rollback, requester, and old-to-new values, preserving an unbroken history.
Set it up
What you configure once, before turning it on.
- 1Connect AttioReal-time CRM with structured data + powerful views.
- 2Connect PostgresAny Postgres URL — query, write, migrate.
- 3Connect HTTP webhookTrigger any URL on agent actions.
- 4Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 5Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 6Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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