Who can connect Attio for the company?

A company connection is installed by an administrator.

Can I connect Attio just for myself?

Anyone can install a personal connection within the plan’s limit and use it in their own conversations.

Do I use my Attio account or a company account?

Yours: Attio asks for a sign-in to the service account, and each person signs in with their own. The credential is stored encrypted and only you see it. That is what keeps, inside Attio, each action under the account of whoever took it.

Does Skyller do everything on that action list?

The list is what the vendor offers. What the AI uses in your company is what the administrator turned on, for the groups they defined — Skyller never widens the connector's access.

Does an action in Attio happen without anyone approving it?

Reads happen within permission. Write actions have a risk level; sensitive ones show a confirmation card before running and are recorded. The company adjusts the classification when needed.

Attio does not show up in my company's catalog.

The administrator may have hidden the integration for your company, or the vendor may have discontinued it — in that case it leaves the catalog on the next synchronization, without deleting what was already connected. Talk to whoever administers Skyller in your company.

Integration · CRM and sales

Attio in Skyller.

Connect Attio to Skyller and the AI starts reading from and acting in it through the functions your company enables — with each person's own login, approval before sensitive actions and a record of every call. Below, the actions and events the vendor publishes, what it takes to start and where this fits into the work.

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Actions and events

Attio

CRM and sales

Attio is a fully customizable workspace for your team's relationships and workflows.

Actions: 105
Events: 0

Source: Composio catalog
Login: Sign in to the service account
Country: Global — no specific country
Actions list: re-read from the vendor every 24 hours
Official site: attio.com

Description and action names are the ones the vendor publishes, in English; action descriptions are shown summarized. Skyller does not alter that content.

105 ACTIONS

published by the vendor; the company enables only the necessary ones

0 EVENTS

triggers the system can send, when the vendor offers them

SIGN IN TO THE SERVICE ACCOUNT

each person signs in with their own credential, encrypted

APPROVAL BY RISK

sensitive actions show a card before running

Live proof

One request, one query in Attio and one approval.

The scene shows the path of a request; the exact actions depend on the functions your company enables in Attio.

Input
A team member asks, in the conversation, for something that today requires opening Attio — inside their area's space, with their login.
What Skyller does
1. 01Picks, among the enabled functions, a query action and looks the information up in Attio with the person's own credential.
2. 02If the request requires writing something in Attio, acts within permission; if the function is sensitive, it first shows the card and waits for Approve.
3. 03Returns the result in the conversation and records who asked, which action was used and when.
Result
Attio stops being an open tab and starts answering inside the conversation — through the functions your company enabled.

Good to know

The available actions are the ones the vendor publishes for Attio; in your company only the functions turned on by the administrator are available.
If a write action is not classified as sensitive, it may run without a card; the classification is adjustable by the company.
Being in this catalog does not mean being installed, with a valid login, working in your company.

Illustrative scene with fictitious data; no action is named because the choice depends on the functions your company enables.

Where this helps your work

Attio inside the conversation where the work happens.

Three common situations for people who use Attio every day. What Skyller does in each one depends on the functions your company turns on.

Preparing the meeting

“Summarize this customer's history before the call.”

The salesperson asks by name. Skyller queries Attio through the read functions enabled for sales and builds the summary with the latest interactions and the deal stage.

CRM context in the conversation

Logging the follow-up

“Create the follow-up activity for Friday.”

Creating a record in Attio is a write action; with the function set to ask for approval, Skyller shows the card with the deal, the date and the note and waits for Approve.

Record with approval

Administering

“Reading, yes. Changing a proposal's value, no.”

The administrator turns on reading and activity creation for the team; changing values and deleting records stay off. Every call to Attio goes in the record.

Function by function

Actions and events

What the vendor offers in Attio.

Names as the vendor publishes them, in English, with the description summarized to its first sentence. In your company, the administrator turns on only the necessary actions; none of them runs without permission, and sensitive ones go through approval.

Showing 12 of 105

Assert Company (Create or Update)
ATTIO_ASSERT_COMPANY
Creates or updates a company record in Attio using a unique attribute to search for existing companies. If a company is found with the same value for the matching attribute, that company will be updated.
Assert Person Record
ATTIO_ASSERT_PERSON
Tool to create or update person records using a unique attribute to search for existing people. Use when you want to ensure a person exists with specific details without creating duplicates.
Assert User Record (Create or Update)
ATTIO_ASSERT_USER_RECORD
Creates or updates a user record in Attio using a unique attribute to search for existing users. If a user is found with the same value for the matching attribute, that user will be updated.
Assert Workspace (Create or Update)
ATTIO_ASSERT_WORKSPACE
Creates or updates a workspace record in Attio using a unique attribute to search for existing workspaces. If a workspace is found with the same value for the matching attribute, that workspace will be updated.
Create Attribute
ATTIO_CREATE_ATTRIBUTE
Tool to create a new attribute on an object or list in Attio. Use when you need to add custom fields to track additional information.
Create Comment
ATTIO_CREATE_COMMENT
Tool to create a new comment on a thread, record, or list entry in Attio. Use when you need to add a comment to an existing conversation, a record (like a person, company, or deal), or a list entry.
Create Company
ATTIO_CREATE_COMPANY
Creates a new company record in Attio. This endpoint will throw an error on conflicts of unique attributes like domains.
Create Deal Record
ATTIO_CREATE_DEAL_RECORD
Tool to create a new deal record in Attio. Use when you need to track a new sales opportunity or deal. This endpoint will throw an error on conflicts of unique attributes.
Create List
ATTIO_CREATE_LIST
Tool to create a new list in Attio. Use when you need to organize records into custom lists. Once created, add attributes using the Create Attribute API and add records using the Create Entry API.
Create Meeting
ATTIO_CREATE_MEETING
Create an Attio meeting with its schedule, participants, and optional linked records. Email participants may create person and company records, whose companies Attio links asynchronously.
Create Note
ATTIO_CREATE_NOTE
This tool creates a new note on a given record in Attio. The note can be attached to any record type (like person, company, or deal) and includes a title and content.
Create Object
ATTIO_CREATE_OBJECT
Tool to create a new custom object in your Attio workspace. Use when you need to add a new object type beyond the standard objects (people, companies, deals, users, workspaces).

Before you start

What your company needs to use Attio.

Login: Each person signs in to their own Attio account. Skyller guides the sign-in and stores the credential encrypted, visible only to the person who created it.
Who installs: An administrator connects Attio for the company and shares it with people or groups. Anyone can connect just for themselves, within the plan's limit.
Functions: 105 published actions: the administrator turns on only the necessary ones. Sensitive ones ask for confirmation before running.
Plan: Counts as a company or personal connection within the plan's allowance; the larger plans have no cap. The connections-per-plan table is on the catalog page.

Questions from the people who decide