Files
2026-07-13 13:34:48 +08:00

26 lines
1.1 KiB
Markdown
Raw Permalink Blame History

This file contains ambiguous Unicode characters
This file contains Unicode characters that might be confused with other characters. If you think that this is intentional, you can safely ignore this warning. Use the Escape button to reveal them.
# Botpress Integration: Attio CRM
## Overview
The Attio integration connects your Botpress bot to Attios workspace data so you can list, retrieve, create, and update records across your objects directly from their chatbot.
## Configuration
To protect your workspace, this integration uses an API token you provide. Create a token in Attio and paste it in your integration configuration.
### Steps
1. In Attio, create an API token with the following scopes:
- `object_configuration:read` - Required to list and retrieve object definitions
- `record:read` - Required to list and retrieve records
- `record:write` - Required to create and update records
2. In Botpress, add the Attio integration to your bot.
3. Paste your API token in the integration configuration and save.
That's it — the integration will validate access using Attio's `/v2/self` endpoint.
## Notes
- Filtering syntax for `List Records` follows Attios filtering guide. Pass your filter object as provided by Attio —
- For create/update, provide `values` using attribute slugs or IDs accepted by Attio.