Integrations

Connecting to Attio

Search, read, create and update CRM records, with the option to connect read-only.

Connect Attio and Gini can work your CRM: search and read records, notes, tasks, meetings and emails, and keep them current from what actually happened.

What it can do

Search and read records. Across objects and lists, by query or by id.
Read notes and comments. Including the body, not just the metadata.
Search meetings, calls and emails. Attio holds a lot of relationship history, and this is the part people forget is queryable.
Read your workspace. Members, teams, lists and attribute definitions.
Create and update records. Including upsert and merge.
Write notes, comments and tasks.
Manage list membership. Add records to lists and update entries.

How to connect

Open Integrations

app.ginicomputer.com → Integrations → Attio.

Choose read-only, or read and write

Attio is one of the connections where read-only is a genuinely narrower grant, so you are offered the choice here rather than having it made for you.

Attio's own screen handles the rest.

Start read-only

Take read-only if what you want is briefs, prep and answers. A read-only connection cannot change a record whatever happens in a run, which is a firmer boundary than an approval step. Widening it later takes about twenty seconds, and it is a much easier conversation than explaining a record that changed when nobody meant it to.

What changes anything

Operation	What it does	Changes anything?
Search and list records	Find records across objects	No
Get records by id	Read specific records	No
List lists and entries	See lists and what is in them	No
Search and read notes	Including note bodies	No
Search meetings, calls and emails	Relationship history	No
List workspace members and teams	See who is who	No
Run a basic report	Summary figures	No
Create, update or upsert a record	Add or change a record	Yes
Merge records	Combine two records	Yes
Add a record to a list	Change list membership	Yes
Create or update a note	Write to a record	Yes
Create or delete a comment	Post or remove a comment	Yes
Create or update a task	Add or change a task	Yes

A read-only connection has none of the rows in the second group. They are not refused at request time, they are absent.

What it's great for

Prep with the history attached. "Brief me on this account: who we know, what we promised, where it stalled." The emails and call records are what make that answer worth reading.
Keeping the CRM honest. "Log this call on the Northwind record and note the objection they raised."
Spotting drift. "Which deals have gone quiet since the pricing change?"
Answering without opening Attio. Most CRM questions are one fact, and going to look it up costs more attention than the fact is worth.

Example routine

A Monday pipeline review that reads like a person wrote it:

Pull deals that moved stage last week, and deals that did not move at all.
For anything stalled more than 14 days, read the last note and say why.
Post it in the revenue channel, worst first.

Good to know

It works within your Attio access. Objects and lists your permissions exclude stay excluded.
Writes are visible. Gini links you to the record it changed. Read the links, particularly in the first week.
Merging is the one to be careful with. It is the only operation here that is genuinely awkward to undo. Ask Gini to list candidates rather than merge them, unless you are certain.
Notes are a good first write. If you want to try write access without much risk, logging notes is close to harmless and immediately useful.

Troubleshooting

Gini says it cannot change a record

You connected read-only. That is the connection behaving correctly. Reconnect from Integrations and choose read and write.

It cannot find a record you can see

Check that it is on an object the connection covers, and that your own Attio user can open it.

A write failed

Usually a required attribute missing, or your Attio permissions not covering that object. Gini reports which.