Attio
The Attio integration lets you programmatically manage CRM records, automate sales processes, track interactions, and sync data with Attio's customizable platform directly from Helios.
How to connect
| Method | Type | Description |
|---|---|---|
| Helios Attio App (Recommended) | OAuth 2.0 | Pre-configured scopes for common CRM operations |
| BYO Attio App | OAuth 2.0 | Custom OAuth app for enterprise requirements |
Helios Attio App (Recommended)
The Helios Attio App provides a seamless setup with pre-configured permissions for most common CRM use cases.
Permissions
The Helios Attio App includes scopes for:
Core CRM Objects:
- Read and write contacts, companies, deals, and custom objects
- Manage lists and list entries
- Access public and private collections
Collaboration:
- Read and write comments, tasks, and notes
- Access meeting and call recording data
Administration:
- User management and workspace configuration
- Webhook management for real-time event delivery
BYO Attio App
Create your own Attio OAuth application for custom control over scopes and branding.
Setup Steps
- Go to Attio Developer Settings
- Create a new OAuth application
- Configure the required scopes for your use case
- Copy the client ID and client secret into Helios
Learn more about creating Attio apps in the Attio API documentation.
Functionality
The Attio integration lets your workflows manage CRM records, automate sales pipelines, track customer interactions, and access workspace data without writing custom code.
| Category | Features |
|---|---|
| CRM Operations | Contacts, Companies, Deals, Custom Objects, Lists, List Entries |
| Collaboration | Comments, Tasks, Notes, Meetings, Call Recordings |
| Data Management | Record Merging, Attribute Management, Object Configuration |
Real-time Events
| Event Category | Event Types |
|---|---|
| Record Events | Created, updated, merged, deleted |
| List Events | List created, updated, deleted |
| List Entry Events | Entry added, updated, removed |
| Note Events | Created, updated, deleted, content updated |
| Task Events | Created, updated, deleted |
| Comment Events | Created, resolved, unresolved, deleted |
| Call Recording Events | Recording completed |
| Workspace Events | Member added |
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