Capture new risk stakeholders in Attio
Give every important stakeholder a home in your relationship system.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Why this helps
New stakeholders show up in risk work but disappear from the place your team uses for follow-up.
- Builds a complete relationship database
- Reduces manual data entry
- Supports timely follow-up
Setup
Build it in a few focused steps.
- 1Connect 21risk and Attio once in Notis.
- 2Create an automation for new stakeholder payloads.
- 3Tell Notis to check Attio for an existing match, then create the appropriate person or company record only when none exists.
- 4Choose the notis_webhook trigger and a report channel.
- 5Test with one real stakeholder.
Questions about this workflow
Can it handle both people and companies?
Yes. Tell Notis how to decide whether the stakeholder belongs as a person or company record.
What if key details are missing?
Notis can report the missing details instead of creating an incomplete record.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link 21risk to Attio. A trigger fires from one place; an action lands in another.
21risk triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
This tool creates a new note on a given record in attio. the note can be attached to any record type (like person, company, or deal) and includes a title and content. it requires parameters such as parent object, parent record id, title, and content, with an optional created at timestamp.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Record
This tool creates a new record in attio for a specified object type (people, companies, deals, users, workspaces, etc.). it requires the object type and a values dictionary containing the attributes for the new record.
Delete Note
This tool allows users to delete a specific note in attio by its id. it is implemented via delete https://api.attio.com/v2/notes/{note id} and handles note deletion by validating the provided note id. it complements attio create note functionality, providing complete note management capabilities within the attio platform.
Delete Record
This tool allows you to delete a record from attio permanently. the deletion is irreversible, and the data will eventually be removed from the system.
Find Record
This tool allows users to find a record in attio by either its unique id or by searching using unique attributes. it provides two methods: one for directly retrieving a record by its id with the get /v2/objects/{object}/records/{record id} endpoint, and another for searching by attributes using the post /v2/objects/{object}/records/query endpoint.
Get Object Details
This tool retrieves detailed information about a specific object type in attio, including all its attributes and their properties. this is useful for understanding what fields are available when creating or updating records of this type.
List Lists
This tool retrieves all lists available in the attio workspace. the lists are returned sorted as they appear in the sidebar. this tool is essential for managing and navigating lists, and is a prerequisite for many list-related operations. it requires the list configuration:read permission scope.
List Notes
This tool lists all notes associated with a specific record in attio. notes are returned in reverse chronological order (newest first).
Connect any two apps with Notis in the middle.
21risk and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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