Attio
Won deals are sent to Wring automatically, with an AWS Funding widget on the deal — no code, no API keys.
The Attio extension sends your Won deals to Wring automatically, and adds a deal action plus an AWS Funding widget to your deal records so you can review and claim right from the deal — no code and no API keys to manage.
Make sure the prerequisites are in place first — a Wring account and a linked AWS account.
Set up
Attio works the other way around from the other CRMs: instead of starting from Wring, you install the app inside your own Attio workspace.
- Install the app. Install Wring Funding in your Attio workspace (Attio App Store, or the private "Share app" link).
- Accept the connection. In the app's Connections tab, click Connect and accept the workspace connection to Wring. One click (OAuth) — no API keys to manage.
- Add the widget (optional). Add the AWS New Client Credits (F3) widget to your deal record layout: Deal → ⋮ → Configure page → Add widget.
- You're set. Won deals now route to the Wring account that connected the app — whatever email is on each individual deal.
Which Wring account gets the deals
Attio deals route to the Wring account that connected the Wring Funding app (set when you accept the connection in step 2) — regardless of individual deal-owner emails. A deal owner's email is used only as a fallback if that binding is ever missing.
At a glance
| Surface | Deal action + widget |
| Trigger | Deal marked Won (sent automatically) |
| Setup | ~3 minutes · no code · no keys |
| Secured by | OAuth 2.0 workspace connection |
Open the deal in Attio
Every deal in Wring links straight back to Attio. From Credits & Funding → Deals (or the Attio card on Connect your CRM):
- Open pipeline jumps to your deals in Attio.
- Open in Attio on any deal row opens that exact deal record.
The links open in your current Attio workspace. Handy for checking the source deal while you review a claim.
Permissions & access
- What Wring asks for: an OAuth 2.0 workspace connection (the Wring Funding app) — no API keys.
- What Wring reads: your won deals only. There is no bulk pipeline sync.
- Revoke anytime: remove the Wring Funding app from your Attio workspace (Workspace settings → Apps). Pausing or disconnecting inside Wring doesn't remove the app — removing it here is what stops it.
Troubleshooting
- A won deal didn't appear. Attio sends deals as they're marked Won. Confirm the deal is Won and the app connection is active in your workspace.
- A claim landed on the wrong account. Claims are bound to the Wring account that connected the Wring Funding app — not each deal owner's email. If one lands in the wrong place, reconnect the app from the correct Wring account.
- I disconnected but deals still arrive. Remove the Wring Funding app in your Attio workspace (see Permissions above) — that's what withdraws access.
Next
Review and submit claims under Credits & Funding → Drafts in your Wring dashboard — see Connect your CRM for how claims are matched, tracked, and submitted.