Attio
Attio is a modern, customizable B2B CRM built for tech-savvy go-to-market teams that want full control over their objects, attributes, and list schemas. Askel connects to each customer's Attio workspace once, then lets your product read and write people, companies, deals, and any custom object without per-customer code. The result is a live, two-way link between your product's events and the exact data model your customer has built in Attio.
What you can do
Create and update people and company records
Write contact and company data into Attio people and company objects, including custom attributes. Askel resolves duplicates by email address or domain before creating a new record.
Move deals through custom pipeline stages
Push stage updates to deal records based on events in your product. Askel reads the customer's pipeline configuration at runtime so stage names never need to be hardcoded.
Read and write lists
Add or remove entries from any Attio list, static or dynamic. Use list membership as a trigger condition in your workflows without pulling the full workspace dataset.
Attach notes to any record
Log activity from your product as Attio notes on the relevant person, company, or deal. Customers see what happened in your product directly inside Attio's timeline view.
Discover custom attributes automatically
Askel fetches the workspace's full object and attribute schema at connect time, marks confident mappings, and flags any that need a human decision before going live.
Receive updates via webhooks
Subscribe to Attio workspace events so your product reacts in real time when a record is updated, a deal stage changes, or a person is added to a list.
Updating deal stages in Attio when a trial converts
You sell product analytics software. A new customer, Fenwick Labs, runs their go-to-market team on Attio and tracks every prospect as a deal in a custom pipeline. When a trial account in your product converts to paid, Fenwick's sales team wants the corresponding Attio deal moved to the Closed Won stage automatically and a note attached with the plan details.
- 1
Connect once
Fenwick's Attio workspace admin clicks Connect Attio inside your product. The OAuth consent screen opens on Attio's domain, the admin approves the requested scopes, and Askel stores the access token.
- 2
Schema discovery
Askel reads Fenwick's deal object, pipeline stages, and custom attributes such as Trial Start Date and Product Tier. A mapping draft between your product's trial fields and Attio's deal attributes appears within minutes.
- 3
Review the mapping
One custom attribute does not auto-map. Your CS rep opens the mapping editor, selects the correct Attio attribute target, and saves the configuration with Fenwick's ops lead on a call.
- 4
Dry-run against recent conversions
Askel replays the last 15 trial-to-paid conversions in read-only mode and shows exactly which Attio deals would have been updated and what notes would have been attached.
- 5
Go live
Activate the workflow. Every new paid conversion now moves the matching Attio deal to Closed Won and attaches a note with the plan name, conversion date, and MRR, with no manual handoff required.
OAuth 2.0
Customer's Attio workspace admin clicks Connect inside Askel and approves the requested scopes on Attio's consent screen. Askel stores the access token; per-request access is bounded to the scopes granted. No tokens or client credentials are exposed to your codebase.
How Askel sits between your product and the customer's system
FAQ for Attio
Does Askel support Attio's custom objects, or only the built-in ones?+
What OAuth scopes does Askel request from Attio?+
What happens if the customer renames an attribute or deletes a pipeline stage in Attio?+
Can multiple customers use the same Attio integration, each with a different workspace schema?+
catching drift before it breaks, and hitting go-live dates.
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