Keep credential organizations in your Attio CRM
Organization details from a credential event can flow into the company record you already use.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
When credentials are issued for an organization, the company context can remain scattered across credential tools and CRM records.
- Keep organization details alongside other company relationship information.
- Update a matching company instead of creating avoidable duplicates.
- Capture organization context from incoming certificate events.
Setup
Build it in a few focused steps.
- 1Connect Accredible certificates and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, or ask Notis to create one from any channel.
- 3Describe in one instruction how to create or update the Attio company when the incoming issuance data includes an organization and a unique matching value.
- 4Choose the Notis webhook trigger and select where run reports should go.
- 5Send one real event that includes organization details and verify the company record in Attio.
Questions about this workflow
What if an issuance event has no organization details?
The workflow should skip the company update and report that the event lacked organization information. It should not infer a company from a recipient's name.
Which company attribute should be used to avoid duplicates?
Use a unique value that is present in the incoming data and in Attio, such as a company domain when available. The exact attribute depends on the data your issuance process provides.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Accredible certificates to Attio. A trigger fires from one place; an action lands in another.
Accredible certificates triggers
Attio actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Note
Create a note on a record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Create Record
Create a new record.
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Delete Note
Delete a note.
Assert User Record (Create or Update)
Updates a matching user record or creates one if none exists.
Delete Record
Permanently delete a record; this cannot be undone.
Assert Workspace (Create or Update)
Updates a matching workspace record or creates one if none exists.
Connect any two apps with Notis in the middle.
Accredible certificates and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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