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Attio

The Attio connection lets FunnelStory read CRM objects from your Attio workspace so you can configure data models using Attio’s API-shaped AT blocks (filter, sort, and object type) in the model query step.

What FunnelStory uses it for​

  • Data models — Companies, people, deals, or other objects Attio exposes, mapped to FunnelStory properties after you validate the query.

Before you connect​

  • Create an API key or OAuth credential in Attio with access to the object types and records you need (follow Attio’s current docs for API access).
  • Decide which object types (for example companies, deals) you will model first.

Add the connection in FunnelStory​

  1. Open Configuration → Connections → Add connection, then choose Attio.

  2. Complete the fields in the connection form:

Attio connection or API key form

FieldDescription
Connection nameDisplay name in FunnelStory.
API key / TokenAttio credential as prompted by the UI.
  1. Click Validate, then Add Connection.

After you connect​

  • For models, write AT blocks (filter, sort, and object type) using the format in Writing queries.
  • Use Refresh on the connection or wait for scheduled syncs, per your workspace settings.