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| This application does not need additional settings. So you can make connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…). only by using your login credentials or by following the instructions below . |
With Attio modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. in Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., you can manage lists and entries, get usersCan use the system on a limited basis based on the rights assigned by the admin., persons, and companies, and create persons and companies.
To get started with Attio, create an account at attio.com.
Refer to the Attio API documentation or a list of available endpoints.
To establish the connection, you must:
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Obtain your Access tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. in Attio.
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Establish the connection in Boost.space Integrator.
To obtain your Access token from your Attio account:
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Log in to your Attio account.
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Click on your profile icon in the upper-left corner and click Workspace settings.
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In the left sidebar, click Developers.
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Click Create a new integration.
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Add a name and optional description for the integration and click Create.
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Go to the Scopes section and enable the scopes necessary for the connection, depending on the modules you will use.
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Go to the Access section and copy the Access token value shown and store it in a safe place.
You will use this value in the Access Token field in Boost.space Integrator.
To establish the connection in Boost.space Integrator:
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Log in to your Boost.space Integrator account, add an Attio modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive., and click Create a connection.
Note: If you add a module with an instant tag, click Create a webhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers., then Create a connection.
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Optional: In the Connection name field, enter a name for the connection.
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In the Access Token field, enter the Access token copied in the section above.
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Click Save.
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If prompted, authenticate your account and confirm access.
You have successfully established the connection. You can now edit your scenario and add more Attio modules. If your connection requires reauthorization at any point, follow the connection renewal steps here.
Build Attio ScenariosA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.
After connecting the app, you can perform the following actions:
Person
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Create or Update a Person
Required Permissions: RecordIn Boost.space, a record is a single data entry within a module, like a row in a database. For example, a contact in the Contacts module or a task in the Tasks module. Permission: Read-Write, Object Configuration: Read
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Get a Person
Required Permissions: Record Permission: Read, Object Configuration: Read
Company
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Create or Update a Company
Required Permissions: Record Permission: Read-Write, Object Configuration: Read
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Get a Company
Required Permissions: Record Permission: Read, Object Configuration: Read
UserCan use the system on a limited basis based on the rights assigned by the admin.
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Search Users
Required Permissions: Record Permission: Read, Object Configuration: Read
Entry
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Watch Entries
Required Permissions: Webhook: Read-Write
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Search Entries
Required Permissions: List Entry: Read, List Configuration: Read
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Create an Entry
Required Permissions: List Entry: Read-Write, List Configuration: Read
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Get an Entry
Required Permissions: List Entry: Read, List Configuration: Read
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Update an Entry
Required Permissions: List Entry: Read-Write, List Configuration: Read
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Delete an Entry
Required Permissions: List Entry: Read-Write, List Configuration: Read
List
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List All Lists
Required Permissions: List Configuration: Read
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Create a List
Required Permissions: List Configuration: Read-Write
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Update a List
Required Permissions: List Configuration: Read-Write
Attribute
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Create an Attribute
Required Permissions:Object Configuration: Read-Write, List Configuration: Read-Write
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Update an Attribute
Required Permissions: Object Configuration: Read-Write, List Configuration: Read-Write
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Archive an Attribute
Required Permissions: Object Configuration: Read-Write, List Configuration: Read-Write
Select option
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Create a Selectable Option
Required Permissions: Object Configuration: Read-Write
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Update a Selectable Option
Required Permissions:Object Configuration: Read-Write
Other
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Make an API Call
![[Note]](https://docs.boost.space/wp-content/themes/bsdocs/docs-parser/HTML/css/image/note.png) |
Note |
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This app uses webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. to triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. a scenario when an event occurs instantly. All webhook modules have an instant tag next to their name. When you create an Attio webhook in Boost.space Integrator, it is attached automatically and requires no additional set up. |