What lands in Attio
Each signal creates or updates a company record and a person record. The company is matched on its domain. The person is matched on their LinkedIn URL. When a match exists, the app uses the existing record, so a second signal from the same person lands on the same record.
The app then adds a note to the person and creates a task linked to them. The note carries the urgency score, why the signal matters, a summary of the post, a suggested opening message and links to the signal, the profile and the source post. The task is due two days after delivery and names the person, the company and the signal.
Connect it
- In your portal, open Destinations, choose Add destination, then Attio.
- Choose Connect Attio. Attio shows its consent screen with the five permissions the app requests. Confirm, and Attio returns you to Destinations with an Attio connected banner that names the workspace.
- Choose Send test message. A sample company, person, note and task appear in Attio within a few seconds.
- From now on, every signal that clears review is written to Attio automatically. Open the destination in your portal to see its routing rule, its delivery history and its health.
Install from the Attio App Store →
Read the full documentation for the Attio app →
One signal, arriving
Attio, person record: Marcus Feld
Marcus Feld · Director, Revenue Operations · Brightmile (brightmile.com)
Note: SignalRaven: Competitor post comment (8/10). Why it matters, the post summary and the suggested opening message.
Task due in 2 days: Reach out to Marcus Feld at Brightmile about the competitor post comment (8/10)
Details
| Connection | OAuth through Connect Attio. The token is limited to the workspace you choose on the consent screen and stays valid until you disconnect. |
|---|---|
| Permissions | Five scopes: record_permission:read-write, object_configuration:read, note:read-write, task:read-write and user_management:read. The documentation explains what each one is for. |
| What it creates | A company record and a person record, created or updated. A note and a task, created for every signal. |
| Matching | Companies are matched on domain, then on exact name. People are matched on LinkedIn URL. |
| Routing | One rule per destination: All, Min urgency with a threshold from 1 to 10, or Manual. Connect Attio creates the destination with the All rule. You can send any single signal by hand from its page in your portal. |
| Disconnect | Delete the destination in your portal and SignalRaven revokes its token with Attio. Records already created stay in Attio. |
| Plans | Included in every plan. Solo and Pro run two destinations each, and Scale runs as many as you want. |
Good to know
- The app writes the company before the person, because Attio requires a record to exist before another record can reference it.
- The app reads from Attio only to find a matching company or person. It never reads your notes, tasks or lists, and it never deletes anything.
- If a workspace admin removes the app in Attio, the destination pauses itself after the first failed delivery and SignalRaven emails you about reconnecting.
- The app is listed in the Attio App Store. Install there or through Connect Attio in your portal. Both paths end on the same Destinations page.
Related
- Pipedrive → Route signals into Pipedrive as a person with a note and a scheduled activity for the owner.
- Slack → Every qualified signal lands in the channel you pick as a card with the score, why it matters, and a link to the full signal.
- HubSpot → Route signals through a webhook into HubSpot as a new contact, a note, or a task for the owning rep.