Keep project company records up to date
Use a regular review to carry relevant company changes into the workspace where you manage relationships.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Assert Company (Create or Update)
Updates a matching company record or creates one if none exists.
Why this helps
Company details can drift between tools when updates happen during active project work.
- Create or update companies using a unique matching attribute.
- Make company information available in Attio for relationship work.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Attio once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Ask Notis to review available company details and create or update matching Attio companies using a unique attribute.
- 4Pick a recurring schedule trigger and select a report destination.
- 5Test with one real company and confirm the record is created or updated as expected.
Questions about this workflow
Will it change every company record on each run?
Instruct Notis to update only records with relevant differences. The action creates or updates using a unique attribute.
Can the schedule compare changes since the prior run?
Only if the source data includes a timestamp or you supply a baseline. Otherwise, specify the review scope in your instruction.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Attio. A trigger fires from one place; an action lands in another.
Acculynx 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.
Acculynx and Attio, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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