Attio

Follow the below steps to connect to the Attio API.

Step 1. Create the Integration

1. Navigate to Formie → Settings → CRM.
2. Click the New Integration button.
3. Select Attio as the Integration Provider.

Step 2. Connect to the Attio API

1. Go to Attio and login to your account.
2. Click on your profile dropdown on the top-left of the screen, and select Account Settings.
3. In the left-hand sidebar menu, click on Developers.
4. Click the Create Access Token button.
5. Provide Read-Write access to all permissions.
6. Click the Save Changes button.
7. Copy the Access Token from Attio and paste in the API Key field in Formie.

Step 3. Test Connection

1. Save this integration.
2. Click on the Refresh button in the right-hand sidebar.

Step 4. Form Setting

1. Go to the form you want to enable this integration on.
2. Click the Integrations tab.
3. In the left-hand sidebar, select the name you gave the integration.
4. Enable the integration and fill out all required fields.
5. Click Save to save the form.