Introduction
Connect Attio to Sana to manage your CRM data. Look up records, create and update people, and manage notes without leaving Sana. In summary, the connector has the following key characteristics:
Category: Sales
Connector type: Real-time
Auth type: OAuth
Hosting type: Managed
Capabilities
This connector is able to do the following:
Capability |
List companies |
List deals |
List users |
List people |
Create person |
Update person |
Create notes |
Tools
While the capabilities above describe what the connector can do at a high level, the underlying tools show exactly which operations the agent can use when you ask Sana about Attio. In practice, the agent may call one or more tools to achieve a single capability.
Tool |
Create note |
Create person |
Delete list entry |
Get record |
Update person |
Scope and permissions
This connector uses OAuth. When you connect your account, you will need to sign into your account and grant the required permissions.
Set up instructions
Prerequisites:
Your Sana workspace admin has enabled this integration – if the workspace admin has disabled the integration it won't appear in the list of available integrations.
Step 1: Go to the integrations page in Sana
In Sana, click on ... More in the sidebar, then select Integrations
Step 2: Find Attio in the list of available integrations
Scroll to the Available integrations section and locate Attio.
Step 3: Connect the integration
Click the integration card and select "Connect just for me", this will open a pop-up powered by Pipedream. Follow the steps in the pop-up to complete the set-up.
Step 4: Sign in to Attio and approve the requested scopes
You'll be redirected to Attio to go through their OAuth flow. Sign in and approve the scopes Sana needs to operate the connector.
Step 5: Complete the set up
You've successfully connected your Attio account. Click Continue to complete the setup and start using the connector.
Known limitations
Search: The connector's ability to search for companies, deals, people, and records is limited — it lists objects and scans the list rather than running a filtered search. Broad searches are noisy; the more specific you are (e.g. naming the record), the better the results.
Notes: The connector can only create new notes — not search, read, or update existing ones.
Tasks: The connector cannot manage tasks.