Getting Started - Attio

This guide explains how to connect Attio with viaSocket and start using it in workflows with 2,200+ apps.

Attio is a flexible CRM platform for managing companies, people, deals, lists, and tasks. By connecting Attio to viaSocket, you can automatically sync records, update lists, and trigger actions in Attio whenever something happens in your other tools — without writing any code.

• An active viaSocket account

• An Attio account

• An Attio API Token (with Read-write scope recommended)

1. Sign up or log in to viaSocket.

2. Create a new workspace or use an existing one.

To authorize Attio, follow these steps:

1. Go to Dashboard → Connections and click Connect new app.

2. Search for 'Attio' in the search bar.

   
   

3. Enter your Attio Access Token. You can find your Access Token from your Attio workspace under Settings → API Tokens. For full access to all triggers and actions, set the token's permissions to Read-write.

   
   

4. Click Add Connection.

Once authenticated, the Attio connection will be ready to use in your workflows.

After connecting Attio, you can automate common CRM tasks such as:

• Create or update a record in Attio whenever a new lead or contact comes in from another app

• Trigger a workflow whenever a new record is created in Attio (e.g. sync new companies or people to another tool)

• Add or update an entry in an Attio list whenever a record meets certain criteria

• Create a task in Attio automatically from form submissions, emails, or other app events

• Add a note to an Attio record whenever new information is captured elsewhere in your stack

For any help related to Attio integrations, contact: [email protected]