Connect your workspace | Forms Help
Forms uses OAuth 2.0 to connect to your Attio workspace. The connection gives Forms read access to your schema (objects, lists, attributes, and select options) and write access to create or update records from form submissions.
Step 1: Start the connection
Click Connect with Attio on the home page or the login screen. You will be redirected to Attio's authorization page.
Review the permissions Forms is requesting and click Authorize. Forms requests the following scopes:
| Scope | Why it's needed |
|---|---|
read_objects | Read your object and list schema to power the form builder |
read_lists | Read list definitions and list attributes |
read_records | Look up existing records for deduplication and record reference fields |
write_records | Create and update CRM records from submissions |
user_management:read | Identify your workspace for multi-workspace support |
file:read-write | Upload file attachments to Attio records |
Step 3: You're in
After authorization you land in the Forms dashboard. Your workspace schema is loaded automatically: objects, lists, and all their attributes are available immediately in the form builder.
Security
Your OAuth tokens are encrypted at rest using AES-256-GCM. They are never exposed to the browser or included in any client-side response. All Attio API calls are made server-side through Forms' backend.
Reconnecting
If your token expires or is revoked, you will see a Reconnect to Attio button in the workspace settings. Click it to go through the OAuth flow again. Your existing forms and submissions are unaffected.
Disconnecting
To remove Forms from your workspace: go to Settings → Danger Zone → Disconnect. Warning: this is a destructive action. Disconnecting permanently deletes all forms and submissions associated with the workspace. Only disconnect if you are sure you no longer need the data.