> ## Documentation Index
> Fetch the complete documentation index at: https://docs.ledgerup.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Attio

> Access CRM data from Attio to enrich billing workflows and customer context.

<Frame>
  <img src="https://mintcdn.com/ledgerup/yMJ6eZP0lHs2BN3o/logo/ari/attio-square.svg?fit=max&auto=format&n=yMJ6eZP0lHs2BN3o&q=85&s=b2d3e2f68179a128ac3fc486e19bbbfa" alt="Attio" width="60" style={{ margin: "0 auto", display: "block" }} data-path="logo/ari/attio-square.svg" />
</Frame>

## Overview

Ari connects to Attio to pull CRM data into your billing conversations. Look up companies, contacts, deals, and relationship history so you have full context when managing invoices, collections, and revenue operations.

***

## What Ari Can Access

<CardGroup cols={2}>
  <Card title="Companies" icon="building" color="#2AD48A">
    Look up company records, attributes, and relationship data from your Attio workspace.
  </Card>

  <Card title="People" icon="users" color="#2AD48A">
    Access contact details, roles, and communication history for billing and collections.
  </Card>

  <Card title="Deals" icon="handshake" color="#2AD48A">
    View deal pipelines, stages, values, and close dates to inform billing actions.
  </Card>

  <Card title="Lists & Attributes" icon="list" color="#2AD48A">
    Query custom lists and attributes you've configured in Attio for segmentation and reporting.
  </Card>
</CardGroup>

***

## Common Use Cases

<AccordionGroup>
  <Accordion title="Look up a customer before billing" icon="magnifying-glass">
    ```text theme={null}
    @Ari pull up the Attio record for Growth Labs before I create their invoice
    ```

    Ari retrieves the company profile, key contacts, deal info, and any notes so you have full context before taking action.
  </Accordion>

  <Accordion title="Find the right billing contact" icon="user">
    ```text theme={null}
    @Ari who is the billing contact for TechCorp in Attio?
    ```

    Ari searches the company's people records and surfaces contacts tagged with billing or finance roles.
  </Accordion>

  <Accordion title="Create an invoice from a deal" icon="file-invoice-dollar">
    ```text theme={null}
    @Ari create an invoice for the Growth Labs deal that just closed in Attio
    ```

    Ari pulls the deal amount, terms, and contact info from Attio and drafts a Stripe invoice for your approval.
  </Accordion>

  <Accordion title="Enrich collections with CRM context" icon="layer-group">
    ```text theme={null}
    @Ari show me overdue invoices and include the Attio relationship status
    for each customer
    ```

    Ari cross-references your overdue invoices with Attio data so you can prioritize collections based on relationship health.
  </Accordion>
</AccordionGroup>

***

## How It Works With Other Integrations

| Workflow                | What happens                                                                     |
| ----------------------- | -------------------------------------------------------------------------------- |
| **Attio + Stripe**      | Ari uses Attio deal data to create accurate invoices in Stripe                   |
| **Attio + Collections** | Customer context from Attio helps prioritize and personalize collection outreach |
| **Attio + Tasks**       | Trigger actions when deals move stages or company attributes change              |
| **Attio + Email**       | Pull contact details from Attio when sending billing or collections emails       |