CRM and Sales tools

Attio

8min

With Attio modules in Make, you can manage lists and entries, get users, persons, and companies, and create persons and companies.

To get started with Attio, create an account at attio.com.

Refer to the Attio API documentation or a list of available endpoints.

Connect Attio to Make

To establish the connection, you must:

  1. Obtain your Access token in Attio.
  2. Establish the connection in Make.

Obtain your Access token in Attio.

To obtain your Access token from your Attio account:

  1. Log in to your Attio account.
  2. Click on your profile icon in the upper-left corner and click Workspace settings.
  3. In the left sidebar, click Developers.
  4. Click Create a new integration.
  5. Add a name and optional description for the integration and click Create.
  6. Go to the Scopes section and enable the scopes necessary for the connection, depending on the modules you will use.
  7. Go to the Access section and copy the Access token value shown and store it in a safe place.

You will use this value in the Access Token field in Make.

Establish the connection with Attio in Make.

To establish the connection in Make:

  1. Log in to your Make account, add an Attio module to your Make, and click Create a connection.
    Note: If you add a module with an instant tag, click Create a webhook, then Create a connection.
  2. Optional: In the Connection name field, enter a name for the connection.
  3. In the Access Token field, enter the Access token copied in the section above.
  4. Click Save.
  5. If prompted, authenticate your account and confirm access.

You have successfully established the connection. You can now edit your and add more Attio modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.

Build Attio 

After connecting the app, you can perform the following actions:

Person

  • Create or Update a Person
    Required Permissions: Record Permission: Read-Write, Object Configuration: Read
  • Get a Person
    Required Permissions: Record Permission: Read, Object Configuration: Read

Company

  • Create or Update a Company
    Required Permissions: Record Permission: Read-Write, Object Configuration: Read
  • Get a Company
    Required Permissions: Record Permission: Read, Object Configuration: Read

User

  • Search Users
    Required Permissions: Record Permission: Read, Object Configuration: Read

Entry

  • Watch Entries
    Required Permissions: Webhook: Read-Write
  • Search Entries
    Required Permissions: List Entry: Read, List Configuration: Read
  • Create an Entry
    Required Permissions: List Entry: Read-Write, List Configuration: Read
  • Get an Entry
    Required Permissions: List Entry: Read, List Configuration: Read
  • Update an Entry
    Required Permissions: List Entry: Read-Write, List Configuration: Read
  • Delete an Entry
    Required Permissions: List Entry: Read-Write, List Configuration: Read

List

  • List All Lists
    Required Permissions: List Configuration: Read
  • Create a List
    Required Permissions: List Configuration: Read-Write
  • Update a List
    Required Permissions: List Configuration: Read-Write

Attribute

  • Create an Attribute
    Required Permissions: Object Configuration: Read-Write, List Configuration: Read-Write
  • Update an Attribute
    Required Permissions: Object Configuration: Read-Write, List Configuration: Read-Write
  • Archive an Attribute
    Required Permissions: Object Configuration: Read-Write, List Configuration: Read-Write

Select option

  • Create a Selectable Option
    Required Permissions: Object Configuration: Read-Write
  • Update a Selectable Option
    Required Permissions: Object Configuration: Read-Write

Other

  • Make an API Call

Note

This app uses webhooks to trigger a Make when an event occurs instantly. All webhook modules have an instant tag next to their name.

When you create an Attio webhook in Make, it is attached automatically and requires no additional set up.



Updated 02 Apr 2025
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