NEWFlows V2 has been releasedSee what shipped
INTEGRATIONSSAAS
AT
Attio28 OF 28 CAPABILITIES ASSESSED

Who is in your Attio workspace, and with which role

Attio workspace members, their role and whether they are suspended, kept current in Ploy from the workspace directory.

TYPE · SAAS
Attio connectorHOURLY SYNCCAPABILITIES
WHAT PLOY DOES
Sync Attio workspace membersEvery member of the workspace arrives in Ploy as an identity, read from the complete member directory on each scan.
READ
Read suspended membersAttio keeps suspended members rather than deleting them, so a suspension marks the identity as blocked and removes its access to Attio in Ploy.
READ
Read the admin or member roleEach active member carries their Attio role as their access to Attio. When an admin is demoted, the old admin grant is archived on the next scan.
READ
Register Attio as an app in useAttio lands in the app inventory with its active members attached, and access is reconciled against the full member list.
READ
2.1WHAT IT UNLOCKS

Three jobs this connector does on day one

LEAVERS

A suspension shows up as lost access

Attio never deletes a member. Ploy reads the suspension itself, marks the identity blocked and takes their Attio access off the record on the next scan.

ROLES

Admins are named on the row

The admin or member role travels with each person, so a reviewer sees who can change the workspace and a demotion clears the old role.

REVIEWS AND EVIDENCE

The CRM seat list, without an export

The workspace directory is read in full on every scan, so the access review starts from who holds an Attio seat today.

2.3

SETUP

TYPICALLY 10 MINUTES
STEP 01

Create an Attio integration

In Attio, go to Workspace Settings, then Developers, and create an integration with the View workspace members scope.

STEP 02

Paste the access token

Enter the integration access token in Ploy. Ploy checks the token against Attio before it saves the connection. Ploy only reads from Attio.

STEP 03

Watch the first sync

Workspace members, their roles and their suspension status land in the graph.

2.4OFTEN CONNECTED TOGETHER
Google WorkspaceIDENTITY SOURCESalesforceSAASSlackAPPROVALS
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Connect Attio, see it in 10 minutes.