Attio

This page describes how to use Activations with Attio.

Getting Started

1. Navigate to the Destinations page in Activations and click New Destination.

2. Select Attio from the menu.

3. Open the Attio app in another browser tab. Navigate to Workspace Settings

   

   1. Select Developers from the left hand menu and click the Create a new integration button.

      

   2. Once the integration is created, a new access token will be available within your new integration. Copy this value.

      

   3. Ensure your access token has Read/Write access for Record as well as Read access for Object Configuration and Read access for User Management under the Scopes section.

      

4. Return to Activations and paste the access token under API Token.

Supported Objects and Behaviors

Attio supports Don't Sync Nulls. Syncs created prior to August 20, 2024 will need to be updated to sync nulls.

Contact Support if you want Activations to support more Attio objects and/or behaviors.

Record References

Fields of type Record Reference are taken in as an array of objects. Below is an example of the expected format:

[
    {
        "target_object": "companies",
        "target_record_id": "<company uuid>"
    },
                    {
        "target_object": "people",
        "target_record_id": "<person uuid>"
    }
],

Attio Name Attribute

Attio supports two syntaxes for writing name values: string and object (recommended). Activations supports both via Liquid templating:

1. String

   • The format must match last name, first name.
   • Liquid example:

   "name": "{{ record ['last_name'] }}, {{ record['first_name'] }}"
   

2. Object

   • There are three properties that all must be set: first name, last name, and full name
   • Liquid example:

   {
       "first_name": "{{ record['first_name'] }}",
       "last_name": "{{ record ['last_name'] }}",
       "full_name": "{{ record['first_name'] }} {{ record['last_name'] }}"
   }
   

Activations will recognize an object is being sent by the opening { in the second example.

Need help connecting to Attio?

Contact Support.