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Permissions & Prerequisites for Attio

What you need on the Attio side before connecting to Enginy: plan, permissions, authentication, sandbox, and security.

Before connecting Attio to Enginy, make sure your workspace meets the following requirements. This article covers what you need on the Attio side — for step-by-step connection instructions, see How to Configure Your Attio Integration.


What Enginy will do with your Attio

With the permissions granted, Enginy will be able to:

  • Read and create/update people and companies in your workspace.

  • Read the configuration of your custom objects and fields so they can be mapped correctly.

  • Add and remove entries in your lists, and read how they're configured.

  • Read the workspace users (needed to assign owners).

  • Create and read notes on contacts to log your campaign activity.


Required Attio plan

Any Attio plan works — Free, Plus, Pro, or Enterprise. Attio's public API is not restricted by plan, so you don't need to upgrade just to connect Enginy.


User Permissions

When authorizing the integration, these scopes are granted:

Technical scope

What it allows

record_permission:read-write

Read and modify records (people and companies)

object_configuration:read

Read the configuration of your custom objects and fields

list_configuration:read

Read the configuration of your lists

list_entry:read-write

Add and remove entries in lists

user_management:read

Read the workspace users (to assign owners)

note:read-write

Create and read notes on contacts


Authentication

Enginy connects via OAuth 2.0.

Relevant security detail: Attio access tokens don't expire, and Attio doesn't issue refresh tokens. This means that, unlike other CRMs, there's no periodic automatic refresh — the same token stays valid indefinitely until revoked.


Sandbox

Not supported.


Security

  • As explained above, the token doesn't expire and there's no refresh token — this makes manual revocation even more important than with other CRMs if you ever want to cut off access.

  • You'll need to manually revoke access from your Attio settings — removing the integration from Enginy doesn't do this automatically.

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