Attio API: CRM objects, records and lists with AI agents
Attio is a flexible CRM with a REST API that follows its data model: objects, attributes, records and lists. Startups and sales teams that build a custom CRM use it. Access is through a workspace access token or OAuth.
What the Attio API offers
Objects and attributes
Read and create objects and custom fields.
Records
Create, update and search people, companies and custom records.
Lists
Manage pipelines and list entries.
Notes and tasks
Log activities on records.
Webhooks
Receive change events.
How to access the Attio API
- With your company’s credentialsAn access token generated in the workspace's developer settings, with scopes, or OAuth 2.0 for apps.
- Minimal scopes per object.
- The workspace has request limits.
- Deletions only with approval.
Official documentation: docs.attio.com
What an iTeam agent does with the Attio API
Meeting logged
The agent reads the call notes and updates the record and the stage in Attio.
Enrichment
New companies get industry, size and website filled in by the agent.
Pipeline reviewed
The agent flags stalled deals and suggests the next action.
Follow-up task
After each contact, the agent creates the task with a due date for the owner.
From the credential to the agent at work, with approval
Generate the token
In Attio's developer settings, create the token with minimal scopes.
Set permissions per agent
In iTeam, the Attio credential goes into the vault and each agent gets a closed list of actions (update records, create notes). Actions that change data require a person's approval.
Validate small, then scale
Start with one case: create a note on a test record. Once the result is checked, the process gets more volume, always with audit and approval wherever there is risk.
Ready-made AI teams for this work
Outbound prospecting team
It finds the accounts that fit, reads what they are doing right now and writes a first message that sounds like it came from a person.
Lead qualification team
Every form, ad and WhatsApp lead gets a quick reply, a few good questions and, if it fits, a meeting on your seller's calendar.
WhatsApp sales team
It answers product questions, puts the quote together and follows up with the buyer who said "let me think about it".
Questions about the Attio API
Is the Attio API free?
The API is available on Attio plans. The cost is the cost of your plan.
Do I need to write code to use the Attio API with iTeam?
No. iTeam reads the Attio API documentation, builds the calls, and the deployment team adjusts the flow with you. What stays with your company is approving and following along.
Does it work with custom objects?
Yes. The API treats custom objects like the standard ones, and the agent reads the model before writing.
