Attio setup.
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 → Re-sync Attio schema.
Custom object
foyai_room— one record per Foyai room, with attributes for slug, status, engagement score, last buyer view, MAP completion, stakeholder count, linked deal, and linked company.
Custom attributes on Deals
foyai_engagement_score— 0–100 composite of buyer views, link clicks, doc reads, MAP completions, and video plays.foyai_last_buyer_view— timestamp of the most recent buyer-side view.foyai_active_stakeholders— distinct buyer-side stakeholders engaged in the last 30 days.foyai_map_completion— % of mutual-action-plan tasks complete.foyai_room_url— link back to the Foyai room.
3. Webhooks Foyai subscribes to
To keep rooms current automatically, Foyai subscribes to the following Attio webhooks. Deliveries are HMAC-verified and replay-windowed; failed deliveries retry with exponential backoff.
record.created,record.updated,record.merged— keeps room status, stakeholders, and stage in sync.note.created— call notes trigger a room intelligence pass (new suggestions queued for seller approval).task.created,task.updated,task.deleted— bi-directional Mutual Action Plan ↔ Attio task sync.list-entry.*— keeps room-to-list relationships current (e.g., adding a deal to a renewal pipeline).workspace-member.created— pre-provisions a Foyai user for any new Attio teammate.
4. Verify the install
Open any Deal in Attio. The Foyai widget renders in the right sidebar. From the widget you can:
- See linked rooms and their engagement.
- Create a Foyai room from the current Deal (idempotent).
- Generate a draft from recent call transcripts on the Deal.
- Bulk-create rooms for selected deals (up to 250 per batch).
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.