Attio

The Attio integration lets Helios agents manage CRM records, run sales processes, track interactions, and sync data with Attio's customizable platform directly.

What your agents can do

Helios agents don't work from a preset list of actions. They semantically search the entire Attio API and call any endpoint directly, with authentication handled server-side. Anything you can do in your Attio workspace, an agent can do on your behalf.

Look up a person, company, or deal and summarize their recent activity
Create and update records across standard and custom objects
Add records to lists and manage list entries
Read and write notes, tasks, and comments on records
Pull records matching a filter and report on your pipeline
Read workspace members and object configuration

Authentication

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 connects through a standard OAuth redirect flow with pre-configured permissions covering most CRM use cases. Choose it in Helios, authorize access to your Attio workspace, and Helios handles token management for you.

The app requests read and read-write access to: user management, record permissions, object configuration, list entries, list configuration, and public and private collections.

BYO Attio App

Bring your own Attio OAuth application for custom control over scopes and branding. You supply the client ID, client secret, and access token.

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.

Triggers

Attio does not currently emit event triggers into Helios. Use it from Chat, or from a Workflow driven by a schedule, webhook, or manual run.