Guides & recipes

From quickstart to production. In under a day.

Step-by-step tutorials for the integrations you'll actually build. Custom workflow engines, AI-powered features, warehouse pipelines, and embedded CRM views — every snippet runnable.

Start free Book a demo

Everything you need, built in.

The essentials for teams that want to move fast without giving up control.

Quickstarts

Hello-world in every SDK. Hit your first 200 in under 10 minutes.

AI recipes

Draft email, summarize meeting, score a deal. Each recipe runs end-to-end.

Data pipelines

Warehouse sync, reverse ETL, embed APIs. Production-tested patterns.

Auth & security

OAuth flows, scoped tokens, rotating secrets, and audit log best practices.

Migration playbooks

From HubSpot, Salesforce, or Pipedrive. Dry-run, cutover, and rollback.

Build a custom workflow

Your domain logic, event-driven.

Listen to `deal.*` events, apply your domain rules, write back via the API. This recipe covers the full loop — signature verification, idempotency, and retry-safe handlers.

Set up a signed webhook endpoint in 20 lines
Apply domain logic: scoring, routing, SLAs
Write back with idempotency keys for crash-safety
Deploy to Vercel, Cloudflare Workers, or Fly.io

app/atlas/route.ts

import { atlas } from "@atlas/sdk";
export async function POST(req: Request) {
const event = atlas.webhooks.verify(
await req.text(),
req.headers.get("atlas-signature")!,
process.env.WH_SECRET!,
);
if (event.type === "deal.stage_changed") {
await applyScoringLogic(event.data);
}
return new Response(null, { status: 200 });
}

Integrate AI

Drop your LLM into the CRM.

Use Atlas as the system of record, your LLM as the compute. This recipe wires OpenAI or Anthropic into reply-drafting, call summarization, and contact enrichment.

Fetch deal context via GraphQL in one round-trip
Pipe to your LLM with structured output schemas
Write results back as activities or custom fields
Audit every AI write — who, when, which prompt

Python · AI draft reply

from atlas_sdk import Atlas
from anthropic import Anthropic
ctx = atlas.deals.get(deal_id, expand=["thread"])
draft = anthropic.messages.create(
model="claude-opus-4-7",
messages=[{
"role": "user",
"content": f"Draft a reply for this deal: {ctx}",
}]
)
atlas.activities.create(type="email_draft", body=draft.content)

Teams ship revenue with this.

Real-world use cases across every revenue function.

Build an internal app on Atlas

Recipes for Next.js, Rails, and Go. Auth, UI, and data patterns you'd have to invent otherwise.

Ship an AI feature

End-to-end AI patterns: context fetch → LLM → structured write-back, with eval and guardrails.

Migrate a CRM without downtime

Parallel-run, dry-run validate, cutover on a Friday night. Rollback steps included.

Go multi-tenant

Use scoped tokens and embed APIs to resell Atlas under your brand. Billing patterns included.

Frequently asked questions

Are these guides kept up to date?

Yes — every guide is CI-tested against the current API version. If a code snippet breaks, the guide fails to build. No stale examples.

Can I run the examples locally?

Every guide ships with a matching repo on GitHub (`atlas-dev/guides/<slug>`). Clone, set your API key, run `make dev`.

Do you have video walkthroughs?

Yes — the top 10 guides have a 5-10 minute walkthrough on atlas.dev/watch. Chaptered, captioned, searchable.

Can I request a guide?

Absolutely. Request one in the `#devrel-requests` Discord channel or email `developers@atlas.dev`. Common requests get prioritized.

Keep exploring

API reference →Webhooks →SDKs →Integrations →

Run revenue on Atlas.

Start free, no credit card required. Setup in under 10 minutes.

Start free Talk to sales