Attio
What Paperbeam reads from Attio, the read-only access it asks for and why, filters, and the beats it feeds.
CRM
Read-only API key
Deal records won, lost, created and moved between stages in Attio.
What we read
- Deals: stage changes, wins and losses, amounts and owners
Only the reporting window of each edition is read. Paperbeam stores derived facts and short excerpts, not copies of your Attio data, and keeps raw evidence only for your retention period.
Access we ask for, and why
| Scope | Why |
|---|---|
record_permission:read | Read deal and company records |
object_configuration:read | Understand your deal stages and attributes |
All access is read-only. You can revoke it from Attio at any time, or disconnect the source in Paperbeam.
Connect Attio
- Go to Sources and choose Attio.
- Create a access token. Workspace settings → Developers → New access token, with read-only record and object scopes. Open Attio settings.
- Fill in Access token, then click Test connection. Paperbeam makes one read-only call and shows the account it reached, or exactly what went wrong.
- Click Connect. The credential is encrypted before it is stored and never shown again. Use Sync now on the source’s page to see what it collects from the last 24 hours, and set filters there.
You need the admin or owner role in Paperbeam, and enough permission in Attio to grant read access to the data listed above.
Filters
Set on the source’s page at Sources›Attio. Filtered-out data is never collected.
| Filter | Effect |
|---|---|
| Deal object | Optional. The object that holds your deals; "deals" by default. |
| Stage attribute | Optional. The status attribute that holds the deal stage; "stage" by default. Stages named …Won / …Lost count as closed. |
To keep specific people, channels or topics out of the paper across all sources, use exclusion rules and the never-mention list in House style.
Beats
Attio is a source for:
Stories land in whichever of your sections fits them best.