Firestarter Docs / Integrations / Attio
Attio
Connect your Attio workspace and your Firestarter colleagues work from your real CRM: they read your people, companies, deals and lists, and write notes, tasks and deal updates back into Attio once you approve each change.
Overview
Firestarter gives a small business an AI commercial team: named colleagues who do the marketing and sales work. With Attio connected, Vera, who runs sales, answers from the records you actually have, checks where every deal sits in the pipeline, and writes the follow-up back into Attio: a note on the record, a task for the right workspace member, a deal moved to the next stage.
Nothing changes in your workspace without your approval. Every write is shown to you first, with the record, the fields and the values, and only happens when you approve it.
Connect Attio
You need a Firestarter organization (as an admin) and access to an Attio workspace.
- In Firestarter, open Settings → Integrations and find the Attio card.
- Click Connect with Attio. You are sent to Attio, where you pick the workspace and approve the permissions listed below.
- Attio returns you to Firestarter and the card shows Connected.
- Optionally click Test connection to see each permission the workspace granted.
You can also start from the Attio App Store: its Install link opens the same Integrations page in Firestarter.
One CRM per organization. If HubSpot, Zoho or a Firestarter CRM file is already connected, Firestarter asks you to disconnect it first, so your colleagues never have to guess which CRM holds the truth.
What Firestarter reads
Ask in plain language. Your colleague picks the right read, runs it against your Attio workspace at that moment and answers from the result, never from memory.
- People, companies and deals, including a record's full details.
- Your pipeline: deals by stage, with totals.
- Objects and attributes in your workspace, including the custom ones you defined yourself.
- Lists you saved and the records on them.
- Workspace members, so tasks and deals can be assigned to the right person.
- Notes and tasks on any record, merged into one timeline.
- Search across records, and Attio's SQL query endpoint for questions the named reads don't cover.
What Firestarter writes
Each of these needs your approval every time:
- Create or update a person, company or deal.
- Move a deal to another stage.
- Write a note onto a record.
- Create a task and assign it to a workspace member.
Before writing, Firestarter reads your workspace's own attribute definitions, so custom fields are filled with the right attribute and the right option, not guessed at.
Approving changes
When a colleague wants to change something in Attio, the conversation shows an approval card with exactly what will be written: the record, each field and its new value.
- Approve and the change is made in Attio. Your colleague confirms only after Attio accepted it.
- Reject and nothing is written. Your colleague tells you so and does not try another way around it.
The permissions Attio grants are the ceiling, not the behaviour: Firestarter writes only what you approved.
Permissions
These are the Attio scopes Firestarter requests, and why. Nothing else is requested.
| Permission | Access | Used for |
|---|---|---|
| Records | Read-write | Reading people, companies and deals; creating and updating them after your approval. |
| Notes | Read-write | Reading a record's notes; writing a note onto a record after your approval. |
| Tasks | Read-write | Reading tasks; creating and assigning a task after your approval. |
| Object Configuration | Read | Knowing your objects and attributes, including custom ones, so values go into the right field. |
| List Configuration | Read | Seeing which lists exist in your workspace. |
| List Entries | Read | Reading the records on a list. |
| User Management | Read | Listing workspace members, so a task or deal owner is a real person. |
Things to ask
Pipeline
"How is the pipeline looking this month, and which deals are stuck?"
Follow-up
"Log a note on Acme about today's call and create a task for Sam to send the proposal by Friday."
Deals
"Move the Acme deal to Proposal sent."
Lists
"Who is on my Q4 targets list, and which of them have no open deal?"
Good to know
- Deals must be enabled in Attio. Attio's Deals object is off by default; a workspace admin switches it on in Attio. Until then, deal questions return a message saying so.
- No leads or tags. Attio has no separate Leads object and no tags, so those actions are not offered. A lead stage is simply a deal stage in your pipeline.
- Assigning people. Tasks and deal owners are assigned to workspace members by their email address.
Disconnect
In Firestarter, open Settings → Integrations and click Disconnect on the Attio card. The connection and its access token are deleted from Firestarter right away. You can also remove Firestarter from your workspace's connected apps in Attio, which revokes the token on Attio's side.
Your data
- Firestarter reads Attio live when a colleague needs it; it does not copy your workspace into a separate database.
- The access token is encrypted at rest (AES-256-GCM) and is never shown in the app.
- What a colleague reads or writes during a conversation is kept with that conversation, like the rest of your chat history.
See the privacy policy, the terms and how to request data deletion.
Support
Questions or problems with the Attio integration: email support@fire-starter.ai.