Table of contents
Attio Integration Overview
Most teams only look at their CRM during pipeline review. WorkSights makes it continuous.
When Attio is connected, WorkSights ingests record changes, notes, tasks, comments, call recordings, and list-entry movements in real time. That activity sits alongside everything else your team does across Slack, email, calendar, and your delivery tools, giving you a single continuous view of how business is actually getting done.
For connection steps, see Attio Setup.
How Attio Activity Appears
Attio sends events to WorkSights the moment they happen. Those events are processed and posted to the timeline within approximately 20 minutes. Each activity entry shows who acted, what they acted on, and what changed, in plain language rather than raw field names.
Activity titles follow a consistent format that tells the full story at a glance:
- Acme Corp > Updated
- Acme Corp > Q2 Business Review > Note created
- Renewal - Acme Corp > Task created
- Acme Corp > Comment added
- Acme Corp > List entry added
Where available, the detail line shows the specific attribute that changed, for example “Updated Deal Value” or “Updated Stage”. This gives a layer of context without needing to open Attio.
If a team member updates several fields on the same record within 10 minutes, WorkSights consolidates those into a single activity rather than posting one entry per field change. This keeps the timeline readable during periods of active deal work when multiple attributes change in one session.
Attio activities appear in three categories: Default (CRM) for records, notes, comments, and list entries; Task for tasks; and Meeting for call recordings.
What WorkSights Receives
WorkSights supports five Attio feature areas. Each can be enabled or disabled independently from the Features tab on the Attio integration page.
CRM
People and company records. WorkSights logs when records are created, updated, deleted, or merged. List-entry movements are also captured here: when a record is added to or removed from a saved segment like “Hot Leads” or “At Risk”, that appears as a distinct activity. This is high-signal for CS teams managing account health across lists.
Deals
Deal records. WorkSights logs deal creation and any changes to deal properties, including stage progression. Seeing deal stage changes alongside the notes and calls that surround them gives a cleaner picture of how the pipeline is actually moving.
Tasks
Tasks linked to Attio records. The task title appears in the activity header and the task body text appears in the detail. This surfaces task creation and completion as part of the continuous record of account work, not just as a to-do list entry, but as a signal of where time and attention are going.
Notes & Comments
Notes added to records and comments left on records or other objects. Notes appear with the parent record name and the note title in the breadcrumb, so you can see at a glance what a note was attached to. Both are valuable signals: notes especially, since they reflect the substance of client conversations and internal thinking that rarely appears in structured data.
Calls
Call recordings linked to Attio records. These appear in the Meeting category alongside other meeting and call activity from across your connected tools. When a call recording is linked to an account or deal, the parent record is resolved and shown in context.
Integration Page Overview
The Attio integration page contains four tabs:
- Overview: connection status, workspace name, and the account that authorized the connection
- Users: Attio workspace members mapped to WorkSights users by email address
- Features: independent visibility controls for CRM, Deals, Tasks, Notes & Comments, and Calls
- Connections: connected Attio workspaces, with last event timestamp and a per-connection activity log
Data Access and Privacy
WorkSights connects to Attio using OAuth 2.0. No Attio credentials are stored. Access is read-only: WorkSights receives events through webhooks and fetches record metadata to resolve names and attribute labels, but does not write or modify any Attio data.
WorkSights only receives activity from workspace members. System-generated events and API-level automation are filtered out, so the timeline reflects what your team is actually doing rather than background processes.
Two important scope notes: email send and receive events are not available from Attio at the webhook level and are not ingested. Activity that occurred before the connection was established is not imported. WorkSights begins from the point of connection forward.
Troubleshooting
No activity appearing after connecting
- If the connection was just established, wait up to 20 minutes for the first events to be processed.
- If your team has not yet taken any actions in Attio since connecting, no events will have arrived yet. Attio only sends events for activity that occurs after the webhook is registered.
- If activity is still missing after that, try using the Refresh Connection button on the integration page. If the issue persists, contact us at success@worksights.ai.
Activity appearing for some team members but not others
- Open the Users tab on the Attio integration page. WorkSights maps users by matching email addresses between Attio and WorkSights.
- Any team member whose Attio email does not match a WorkSights user will appear as unmapped and their activity will not be attributed to the timeline.
- Ensure all active team members have matching email addresses in both systems.
A record is showing an ID instead of a name
- This happens when WorkSights could not resolve the record name at ingestion time, usually due to a brief API timing issue.
- WorkSights will retry name resolution automatically on the next event for that record.
- If the issue persists across multiple events, confirm the connected Attio account has the appropriate API permissions for the record types in question.
An attribute is showing an ID in the activity detail
- Attribute name resolution requires the correct scope on the Attio OAuth token.
- If attributes are showing raw IDs, try using the Refresh Connection button on the integration page. If the issue persists, contact us via in-app chat.
Activity stopped appearing
- Attio marks a webhook as degraded after repeated delivery failures, which can happen during periods of extended downtime or repeated errors.
- Try using the Refresh Connection button on the integration page. If activity does not resume, contact us via in-app chat.