Attio
Attio is a modern CRM platform built around flexible data models. This bundle provides access to people, companies, deals, lists, tasks, and notes in your CRM workspace.
Entity Hierarchy
- Workspace is the top-level CRM boundary. All records belong to a workspace.
- Objects define the data model (People, Companies, Deals, and custom objects). Each object has attributes.
- Records are individual entries within an object (e.g., a specific person or company).
- Lists are filtered, saved views of records with list-specific attribute values.
- Entries are records within a list, carrying list-scoped data.
- Tasks are action items linked to records.
- Notes are free-text annotations attached to records.
- Threads are email conversation histories linked to records.
Capabilities
Read operations:
- List and search people, companies, and deals
- Get record details with all attributes
- List and query custom objects
- View lists and their entries
- Read tasks, notes, and threads linked to records
Write operations:
- Create and update people, company, and deal records
- Set attribute values on records
- Create, update, and complete tasks
- Add notes to records
- Manage list entries and custom object records
Workflows
Look up a contact: Search people by name or email. Get the full record to see company associations, deal involvement, interaction history, and notes.
Manage a deal pipeline: List deals filtered by stage. Update deal attributes (value, stage, close date). Add tasks for follow-ups. Attach notes from meetings.
Build a prospect list: Create a list with filter criteria. Track outreach status via list-specific attributes. Add records that match your ideal customer profile.
Track interactions: View threads and notes on a company or person record for conversation history. Add new notes after meetings or calls.
Gotchas
- Record IDs are UUIDs: All records use UUID identifiers. Search or list to get IDs before updating.
- Attribute slugs: Attributes are referenced by slug (e.g., email_addresses), not display name. List object attributes to discover available slugs.
- Multi-value attributes: Some attributes hold arrays (multiple emails, linked companies). Updates replace the full array — merge with existing values to avoid data loss.
- List entries vs records: A list entry is a record's membership in a list. Updating list entry attributes doesn't change the underlying record.
- Custom objects: Attio supports user-defined objects beyond People/Companies/Deals. Query the object list to discover what's in the workspace.
