Attio Integration

Keep your CRM and document collection aligned. When you connect Attio, FolioReady imports people in two clicks, writes folio data directly onto your Attio Person and Deal records, and installs a FolioReady panel on every Person page — so your sales and success teams always see the latest status without leaving Attio.

Why Connect Attio?

Stop retyping contact details

Without the integration, you manually enter names and emails into FolioReady — even though the same people already exist in Attio. With the connection, search your Attio people and import them in two clicks.

Folio data lives on the Attio record

FolioReady creates custom attributes (prefixed with folioready_) on your Attio People and Deals. Your team sees folio status, completion counts, and other collected data right inside Attio — no tab switching.

Easy to spot, easy to clean up

Every attribute FolioReady creates uses the folioready_ slug prefix, so they're easy to find and audit in Attio's object settings. Disconnecting only stops future sync — your existing attributes stay put.

Works across People and Deals

Map any canvas field to a Person attribute or a Deal attribute. Values sync onto whichever Attio record is linked.

Act on FolioReady without leaving Attio

The FolioReady panel sits on every Person record in Attio. Open it to see linked folios at a glance, link a new Person to a FolioReady client, or kick off a new folio request — all without switching tabs.

What You Can Do

Import Attio people as FolioReady clients

Search your Attio people by name or email and import them as FolioReady clients. Contact details are pre-filled — no manual data entry.

Write folio data onto Attio records

In the FolioReady template builder, assign any canvas field to an Attio attribute. When a folio is completed, FolioReady writes the collected value onto the linked Attio Person or Deal.

You can pick an existing Attio attribute, or click "Create field" to have FolioReady create a new custom attribute for you — automatically prefixed with folioready_ to keep your schema tidy.

Keep your attribute schema clean

Every attribute FolioReady creates is prefixed folioready_. If you ever want to audit or remove them, a quick filter in Attio's object settings shows the full list.

See folio status on every Person record

Install the FolioReady app inside Attio and a panel appears on every Person page. It shows the linked FolioReady client's folio count, the most recent request, and offers one-click actions to start a new request or open the folio in FolioReady.

Prerequisites

• An Attio workspace with admin permissions (required to authorize the app and to create custom attributes)
• A FolioReady account on any plan

Connecting Your Account

1. Navigate to Settings > Integrations in FolioReady
2. Find Attio and click Connect
3. You'll be redirected to Attio's authorization screen
4. Select the Attio workspace you want to connect, then authorize FolioReady
5. You'll be redirected back to FolioReady — the integration is now active

Attio requires the following permissions:

Permission	What it's used for
Record read/write	Reading existing values and writing collected folio values onto Person or Deal records
Object configuration read/write	Reading the list of existing attributes and creating new folioready_* attributes
List read	Future: reading list entries (not used in v1)
Workspace member read	Resolving the connecting user's identity
Webhook read/write	Future: receiving event notifications (not used in v1)

Once connected, FolioReady automatically sets Attio as your CRM service. New person imports and folio field syncs flow from that point forward.

Importing People

Once connected, an Import from Attio button appears on the Clients page.

Step 1: Search for a Person

Click Import from Attio to open the search modal. Type a name or email address — FolioReady searches your Attio people and shows matching results.

Step 2: Client Created

Select a person from the results. The person is imported as a FolioReady client with their name and email pre-filled from Attio. The client is linked to the Attio person for ongoing sync.

Mapping Folio Fields to Attio Attributes

In the template builder, every canvas field can be mapped to an Attio Person or Deal attribute. When a client completes a folio, FolioReady writes the collected values onto the linked Attio record.

Using an existing attribute

Open a template in the builder. On any canvas field, open the sync settings and pick the Attio Person or Deal you want to sync to. FolioReady loads the list of custom attributes from Attio — pick one.

Creating a new attribute from FolioReady

If you need an attribute that doesn't exist yet, click Create field inline. FolioReady creates a new custom attribute on the selected object type with a folioready_ prefix and selects it for you. No need to leave the template builder.

FolioReady Panel Inside Attio

A separate Attio app — installed from a FolioReady-provided invite link — adds a FolioReady panel to every Person record. The panel works alongside the integration above; it does not replace it.

What the panel shows

• Linked client summary: folio count, name of the most recent request, and its status.
• Unlinked Persons: a one-click "Link to FolioReady client" button. FolioReady uses the Person's name and email to find an existing client or create a new one.
• No email yet: the panel asks you to add an email to the Attio Person first.

Actions

• New Request: pick a template and create a new folio for this client without leaving Attio.
• Open most recent in FolioReady: opens a one-time login link to that folio's page in FolioReady, in a new tab.

Installing the panel

1. Ask FolioReady support for your private install link for the Attio app.
2. Open the link in Attio. Attio walks you through installing the app into your workspace.
3. When prompted, paste your FolioReady API token. You can find this in FolioReady under Settings → API → Token.
4. Open any Person record in Attio — the FolioReady panel appears in the right rail.

Updating or replacing the API token

If you rotate your FolioReady API token, update it inside Attio:

1. Open the FolioReady app's settings in Attio (App settings → Connections).
2. Paste the new token. The panel picks it up immediately on the next page load.

If the panel ever shows "Update the API token in the FolioReady app settings", the token was missing, revoked, or rotated — use the same step to replace it.

Mirror Files to Attio

Pick Attio as your storage destination in Settings → Integrations → Edit, and every file from a completed folio attaches to the linked Attio Person record. Each Person gets a FolioReady folder containing all of their folio files — easy to find, easy to clean up.

Setup

1. In FolioReady, open Settings → Integrations → Edit.
2. Set Store Uploaded Files to Attio and save.
3. If FolioReady responds with "Reconnect Attio to grant FolioReady permission to upload files," disconnect Attio under the integration list and reconnect — Attio's consent screen will now ask for permission to read and write files. Then redo step 2.

What you'll see in Attio

On any Person record that's linked to a FolioReady client, open the Files panel. A folder called FolioReady holds all the section files from that client's folios.

Notes

• Files larger than 50 MB stay in FolioReady only. Attio's File API caps individual uploads at 50 MB. If a section's file-size limit allows uploads above that, the FolioReady copy is fine; the Attio mirror for that one file shows a failure status.
• Clients without a linked Attio Person are skipped. If a FolioReady client isn't connected to an Attio Person, files stay in FolioReady's primary storage and don't appear in Attio. Link the client to a Person to start mirroring.
• One FolioReady account per Attio workspace. If you run multiple Attio workspaces, use a separate FolioReady account for each.

How It Works

Attio                                FolioReady                         Attio
──────                               ───────────                        ──────
Search people    ◄────────────       Import from Attio
Person selected   ──────────────►    Client created/linked

                                     Template builder:
                                     Pick Attio attribute  ───────────►  Read object attributes
                                     Or create new attribute ─────────►  Create attribute with
                                                                          folioready_ prefix

                                     Folio completed        ──────────►  Person/Deal attribute
                                                                          values updated

All sync happens in the background. There's no delay or extra steps in your workflow — events are processed automatically as they occur.

Attio access tokens are long-lived, so you do not need to reconnect under normal circumstances.

Disconnecting

To disconnect Attio:

1. Go to Settings > Integrations
2. Click Delete Connection on the Attio integration
3. Confirm the disconnection

After disconnecting, no more folio data writes to Attio. Custom attributes already created in Attio remain there — disconnecting only stops future sync. To remove them, filter Attio's object settings for the folioready_ prefix and delete the ones you no longer need.

Troubleshooting

"Import from Attio" button not showing

The import button only appears when your company has Attio connected as the CRM service. Check Settings > Integrations > Attio — the status should read Available.

Attributes not appearing in Attio

Custom attributes are created on demand — the first time you use the "Create field" button in the template builder. Until then, no folioready_ attributes will exist in your Attio workspace.

If you used "Create field" but don't see the attribute, reload Attio's object settings page and filter the list for the folioready_ prefix.

Sync fails after access is revoked

If your connection status turns red, your Attio access token was revoked — typically because someone removed FolioReady from Attio's app settings.

Click Reconnect on the integration page to re-authorize.

Wrong workspace selected during authorization

If you have multiple Attio workspaces and picked the wrong one, click Delete Connection, then Connect again, and select the correct workspace on the Attio authorization screen.

Panel says "Update the API token in the FolioReady app settings"

The FolioReady API token stored in the Attio app is missing or no longer valid. Open the FolioReady app's settings in Attio, paste a fresh token from FolioReady → Settings → API → Token, and refresh the Person record.

Panel says "Add an email to link"

The Attio Person doesn't have an email address yet, so the panel can't create or match a FolioReady client. Add an email to the Person record in Attio and reload the page.

Panel shows the wrong folios after linking

Each FolioReady client maps to one Attio Person. If you've accidentally linked the wrong Person, edit the FolioReady client (in FolioReady) and either change the linked Person or unlink and re-link via the Attio panel.

Related

• HubSpot Integration — Import HubSpot contacts and write folio data onto Contact and Deal properties
• Pipedrive Integration — Embed FolioReady inside Pipedrive's sidebar and sync contacts bidirectionally
• Salesforce Integration — Sync contacts, track document collection, and log activity in Salesforce