Overview
Ply lets you extend Attio with your own functionality, based on your processes, data, and AI.
Streamline team and customer workflows, without the need for code.
Build Attio-driven features for your team in apps like Gmail, Intercom, and Zendesk.
How it works
- Add features into Attio.
- Create Attio command bar features that you can use from anywhere in the browser with a keyboard shortcut.
- Route based on Attio data so you can aid your customers.
Configure
Account connections are credentials that let your Ply features access data in your apps.
You’ll need to create a connection with your Attio account in order to build features using Attio data.
- When creating an add-on in Attio, or adding an Attio step in a feature, click “create new connection”.
- A modal will appear to connect Attio. You should see the different accounts you have. If not, you will need to log in before you see this page.
- Select the account you’d like to connect with Ply. After a few moments, Ply will be successfully connected to your Attio account. Give it a name and save it in the space of your choice.