CRM and Sales tools
Attio
18 min
attio is a collaborative crm platform that lets teams manage contacts, workflows, and data in real time integrating attio with make com enables automated contact syncing, pipeline updates, and task management between attio and other business tools this is ai generated content based on official attio documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //attio com/help/reference/support/contact attio support directly requirements to use the attio app in make, you must have an active attio account and an api key, https //attio com for subscription, refer to the https //attio com connect attio and {{product name}} to get started, you must first create a connection between attio and {{product name}} , allowing the two services to communicate obtain your api key in your attio account create the connection in make obtain your api key in your attio account before you create the connection in {{product name}} , you should first obtain your api key in your attio account to obtain your api key click the dropdown beside your workspace name click workspace settings click the developers tab click + new access token enter a name for your new access token select the appropriate scopes for the token copy the api token displayed on screen you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //attio com/help/apps/other apps/generating an api key create the connection in {{product name}} https //www make com/en/register , add the attio module to your {{scenario singular lowercase}} , and click create a connection 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 enter the authentication credentials you copied from your attio account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page attio modules after connecting to the attio app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive an attribute archives a specific attribute identified by its unique id create a list creates a new list within your selected application or workspace create a selectable option creates a new option that users can select from within a list or dropdown menu create an attribute adds a new attribute to a specified object or to each item in a list create an entry creates a new record in the specified database or application create or update a company creates a new company record, or updates the details of an existing company if one with the same identifying attribute is already found create or update a person creates a new person record or updates the details of an existing person if a matching attribute (such as email or id) is found delete an entry deletes a specific entry from the system using its unique id get a company fetches comprehensive information about a specific company using its unique id get a person fetches detailed information about a specific person using their unique id get an entry fetches and displays all information for a specific entry using its unique id list lists retrieves a complete list of all available lists in your account make an api call executes a custom api request to the connected service using your authorized credentials search entries retrieves a list of database entries that match your specified filter criteria search users retrieves a list of users that match specified filter criteria update a list updates the details of a specific list identified by its unique id update a selectable option updates the details of a specific selectable option using its unique id update an attribute updates a specific attribute using its unique id update an entry updates a specific entry in your database using its unique id watch entries triggers when a new entry is added, an existing entry is modified, or an entry is removed from the selected list, with optional filtering based on your chosen list templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} attio resources you can have access to more resources related to this app on the following links https //community make com/search?q=attio https //attio com https //developers attio com/docs/getting started https //www make com/en/integrations/attio