DOCS · V1 · ATTIO

Attio setup.

Time to install: under 2 minutes · Last updated 2026-10-01

1. Connect your Attio workspace

From the Foyai dashboard, click Connect Attio. Attio's OAuth consent screen opens. The requested scopes are listed verbatim on the scopes page. Click Authorize; we redirect you back to Foyai with a working session.

Requirements: you must be a workspace admin in Attio to install. We do not currently support per-user installs (the install is workspace-scoped by design).

2. What Foyai provisions on install

Immediately after OAuth, Foyai creates the following in your Attio workspace. Everything is created idempotently — if it already exists (e.g., on a re-install), Foyai detects it and skips. You can trigger a re-sync at any time from Settings → Integrations → Re-sync.

Custom object

foyai_room — one record per Foyai room, with attributes for name, room URL, edit URL, analytics URL, status (draft / active / archived), engagement score, last buyer view, block count, stakeholder count, linked deal, and linked company. Full detail.

Custom attributes on Deals

foyai_engagement_score — 0–100 score over the last 30 days: recency of the latest buyer visit (up to 40), distinct stakeholders (up to 30), sections viewed (up to 20), action plan completion (up to 10).
foyai_last_buyer_view — timestamp of the most recent buyer-side view.
foyai_active_stakeholders — number of stakeholders on the room.
foyai_map_completion — % of mutual-action-plan tasks complete.
foyai_room_url — the buyer link, written once the room is published.
foyai_room_edit_url — the seller's link to edit the room in Foyai.

Custom attributes on Companies

foyai_room_url and foyai_room_edit_url — the same two links, so the company page points to its room.

3. Webhooks Foyai subscribes to

To keep rooms current automatically, Foyai subscribes to the following Attio webhooks. Every delivery's signature is verified before it's processed. The full list, with what each one does, is on What Foyai writes to Attio.

record.created (deals) — starts stage-based room automation for new deals.
record.updated, record.deleted, record.merged (deals and companies) — stage changes for room automation, and keeping linked rooms pointed at the right record.
note.created, note-content.updated — new call notes trigger a room analysis (suggestions queued for seller approval).
task.created, task.updated, task.deleted — action plan steps that were sent to Attio as tasks.
call-recording.created — new Attio call recordings, used for drafts and (optionally) for creating rooms from calls.

4. Verify the install

Install the Foyai app from Attio's app store, then open any Deal or Company in Attio. You'll see a Foyai room card and these record actions:

Create Foyai Room — pick a template (the one mapped to the deal's stage is preselected) and Foyai drafts the room from the record's calls. If the record already has a room, it links you there instead.
Generate Foyai Draft from Calls — drafts an existing room from the record's most recent calls.
Create Foyai Rooms (bulk, on a multi-select of deals or companies) — creates and drafts a room for every selected record that doesn't have one, with the AI cost shown before it runs. Available on Platform.

The app needs no configuration. Someone in your Attio workspace must have signed in to Foyai with Attio at least once.

5. Revoke or uninstall

You can revoke Foyai's access at any time from Attio's Workspace settings → Apps. After revoke, Foyai still retains your room content (so you can re-connect and resume) but stops issuing API calls within seconds. To delete all Foyai-side data, submit a deletion request via the privacy form.