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 https //attio com/ refer to the attio api documentation https //developers attio com/#introduction or a list of available endpoints connect attio to make to establish the connection, you must obtain your access token in attio establish the connection in make obtain your access token in attio to obtain your access token from your attio account log in to your attio account click on your profile icon in the upper left corner and click workspace settings in the left sidebar, click developers click create a new integration add a name and optional description for the integration and click create go to the scopes section and enable the scopes necessary for the connection, depending on the modules you will use 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 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 optional in the connection name field, enter a name for the connection in the access token field, enter the access token copied in the section above click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more attio modules if your connection requires reauthorization at any point, follow the connection renewal steps here https //www make com/en/help/connections/connecting to services build attio {{scenario plural}} 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