&Open app

Send gifts to people from Attio with &Open.

Table of Contents

Available on all plans.

Admins can install and connect the &Open app. Once connected, all members can use it.

The &Open app lets you send a gift to a person straight from their Attio record. Pick a campaign, review what it sends, and confirm, without leaving the record.

Connect &Open to Attio

&Open uses a single workspace connection. One admin connects an API key and the whole workspace shares it, so individual members don't connect their own accounts.

  1. In &Open, go to /admin/tenant_api_keys on your company's &Open domain and create an API key.

  2. In Attio, click your workspace name, then Apps and integrations.

  3. Search for and open the &Open app, then click Install.

  4. Click Connect and paste in your API key.

Send a gift from a record

Send a gift to a person directly from their record page.

  • Open a person record.

  • Under the person’s name in the upper-left, click the &Open icon, or if it's not visible there, click the button at the end of the row and click Send Gift.

  • Select a campaign from the dropdown. You'll see a preview of what it sends and its cost.

  • Click Send to confirm.

The person record needs a first name, last name, and email address before you can send a gift. If any is missing, the button will tell you what's needed.

Note: The cost shown depends on how the campaign is set up in &Open. Some campaigns send every product to the recipient, in which case you'll see a total. Others let the recipient choose one product, in which case you'll see a cost up to that amount. If a campaign's products span more than one currency, no total is shown.

Frequently asked questions