New Integration: Attio

[AggManik]

Description

Add Attio CRM integration to sync contacts, companies, deals, notes, and CRM activity into CORE.

Reference Implementations

Existing Integrations (use as templates)

• integrations/hubspot/ - Similar CRM integration
• integrations/linear/ - For project management patterns
• integrations/github/ - For webhook and event patterns

Required Files Structure

integrations/attio/
├── src/
│   ├── index.ts          # Main entry, OAuth spec
│   ├── schedule.ts       # Sync logic
│   ├── utils.ts          # Attio API utilities
│   ├── account-create.ts # OAuth setup
│   └── create-activity.ts # Activity formatting
├── package.json
├── tsup.config.ts
└── README.md

Attio API Integration

Auth Setup

• Two authentication methods:
  1. Access Tokens - Scoped to a single workspace (simpler setup)
  2. OAuth 2.0 - Required for published integrations
• Access tokens generated from workspace settings with scoped permissions

Key Endpoints

• Objects API - CRUD operations on CRM objects (People, Companies, Deals, custom objects)
• Records API - Manage records within objects
• Lists API - Manage CRM lists and list entries
• Notes API - Create and manage notes on records
• Tasks API - Manage tasks associated with records
• Webhooks API - Subscribe to real-time CRM events
• Users API - Workspace user information
• Attributes API - Manage object attributes/fields

SDK Support

• Official SDKs for Node.js, TypeScript, PHP, .NET, Python, and Java

Events to Track

1. Contacts/People - Contact created, updated, merged
2. Companies - Company created, updated, enriched
3. Deals - Deal created, stage changed, won, lost
4. Notes - Note created, updated on records
5. Tasks - Task created, completed, assigned
6. Lists - List entries added, removed, updated
7. Custom Objects - Custom object records created, updated

Implementation Tasks

• Set up basic integration structure following integrations/github/src/index.ts pattern
• Implement OAuth 2.0 flow in account-create.ts (or access token for simpler setup)
• Create API utilities in utils.ts for Attio REST API
• Implement sync logic in schedule.ts for contacts, companies, deals, and notes
• Set up webhook handling for real-time CRM event notifications
• Convert Attio events to CORE activity format
• Add error handling and rate limiting
• Create integration documentation
• Add to integrations/README.md

Technical Notes

• Attio uses a flexible data model with custom objects and attributes
• Two auth options: access tokens (workspace-scoped) and OAuth (for published integrations)
• Official SDKs available in 6 languages -- consider using the TypeScript SDK
• Attio Developer Platform supports embedding TypeScript React apps within the Attio UI
• Webhook support for real-time event notifications
• Custom objects make the data model flexible but require dynamic handling

Resources

• Attio Developer Documentation
• Attio Help Center
• Generate an API Key
• Attio Homepage

Labels

enhancement, integration, new-feature