Catch for Attio: Connect Your CRM to Your AI Assistant
Connect Attio in a couple of clicks with OAuth, then let your AI executive assistant keep the CRM current — looking up records, logging notes, and updating deals while you stay on the work only you can do.
On this page
A CRM Holds the Context. It Won’t Lift a Finger.
Your team didn’t stand up Attio so you could spend your evenings keeping it tidy. But that’s the deal with any CRM: it holds the relationships beautifully - the people, the companies, the deals, the notes that explain who matters and why - and then it waits. It waits for you to read it, update it, and remember the follow-up nobody logged.
I’m Nir Sabato, co-founder and CEO of Catch. We built Catch to be the Admin Savior - an AI executive assistant that takes the end-to-end admin off your plate. Connect Attio, and Catch works your CRM the way a sharp chief of staff would: it pulls the right record before a call, logs the note after it, and keeps people and deals current - without you ever opening the app.
What Catch Does in Your Attio CRM
Catch connects through Attio’s official API and works on top of your CRM, not instead of it. Attio stays exactly as your team set it up - Catch is just the layer that finally does the reading and the upkeep for you.
And because Catch reaches you wherever you already are - Slack, text, iMessage, or a phone call - you don’t have to be in Attio to get anything out of it. Ask “what’s the latest with Acme?” from your phone and Catch pulls the record, the recent notes, and the open threads, then answers in plain language.
How to Connect Attio to Catch
Connecting happens right in your chat with Catch and takes about a minute. There are no API keys to copy and paste - you authorize Catch from Attio’s own screen.
- Start with CatchNo account yet? Sign up at app.catchagent.ai and connect your calendar to get going.
- Ask Catch to connect AttioMessage it on any channel - "Connect my Attio CRM." Catch sets up the integration and sends back a secure connection link.
- Authorize on AttioOpen the link and you're taken to Attio's own authorization screen. Review the access, click Allow, and you're redirected back - connected. Catch never sees your password.
- Put it to workTry "Show me the latest on Acme in Attio" or "Log a note on Dana that we'll follow up next week," and Catch takes it from there.
Authentication
Catch authenticates to Attio with OAuth 2.0 - the standard “Authorize” flow you already know from connecting any trusted app. You grant access from Attio’s own consent screen, so Catch never sees or stores your Attio password.
- You authorize from Attio. At connect time you’re sent to Attio’s authorization page, where you review the access being requested and approve it. Nothing is shared with Catch until you click Allow.
- Tokens, not passwords. Catch receives an access token (and a refresh token to keep the connection alive) scoped to what you approved. They’re encrypted at rest with AWS KMS and never written to logs.
- Revoke anytime. Remove Catch from your connected apps in Attio’s settings, or just ask Catch to disconnect. Either one revokes access immediately.
You Stay in Control of Every Write
Reading your CRM is one thing; changing it is another, and Catch treats them differently. Actions that write to Attio - logging a note, updating a record - run through Catch’s approval model, so it checks with you before it makes a change where your sign-off matters. You get an assistant that keeps the CRM current, without giving up control over what lands in it.
Catch is built for executives, which means it’s built around the questions their teams ask before connecting anything to a system of record. Catch is SOC 2 Type II certified (audited by EY) and a Google Verified App that passed CASA Tier 2 review. It’s hosted in the US, runs on proprietary models, and does not use your data to train third-party models.
Frequently Asked Questions
How does Catch connect to Attio?
Through Attio’s official API, authorized with OAuth 2.0. You approve access from Attio’s own consent screen during setup - no API keys to copy - and Catch stores the resulting tokens encrypted at rest with AWS KMS.
Do I share my Attio password with Catch?
No. OAuth means you authorize Catch from Attio’s own screen and Catch only ever receives a scoped token. Your password never touches Catch.
Do I need to be an Attio admin to connect it?
You need permission to authorize a third-party app in your Attio workspace. If your workspace restricts that, ask whoever administers Attio to approve the connection.
What can Catch actually do in my Attio CRM?
It can look up people and companies, read records and notes, bring CRM context into your meeting prep, and keep records current by logging notes and updates. Changes that need your sign-off go through Catch’s approval step first.
Is my Attio data secure with Catch?
Yes. Catch is SOC 2 Type II certified (audited by EY) and a Google Verified App that passed CASA Tier 2 review. Your data is hosted in the US and never used to train third-party models, and your Attio tokens are KMS-encrypted at rest and never logged.
How do I disconnect Attio?
Remove Catch from your connected apps in Attio’s settings, or ask Catch to disconnect. Either one revokes access right away.
How much does the Attio integration cost?
It’s included. Catch is a flat $99 per month - no credits, no usage tiers, no per-integration fees - and there’s a 7-day free trial, so you can connect Attio and watch it work before you pay anything.
Get Started with Catch and Attio
You don’t have to change how your team uses Attio. Keep your CRM, keep your data where it is, and let Catch handle the reading and the upkeep on top of it. Connect Attio in about a minute, start a free trial, and let your assistant keep the records current while you focus on the work only you can do. Get Started today, or browse every tool Catch connects to.
Keep reading
Related posts
Catch for Trello: Connect Your Boards to Your AI Assistant
Connect Trello to Catch in about a minute, then let your AI executive assistant keep your boards moving — finding cards, adding them, moving them across lists, and logging updates while you stay on the work only you can do.
Google Calendar AI: How Catch Runs Your Calendar Without You Touching It
How Catch works as a Google Calendar AI assistant — running your calendar hands-off by booking meetings, resolving conflicts, and making real calls, all for one flat price.
iMessage AI Assistant: Run Your Admin From iMessage With Catch
Run your entire admin workload from the blue bubbles you already use. Catch is an AI assistant for iMessage that schedules, triages email, and books on your behalf.