Keep job contacts connected to your CRM
Carry the people involved in a job into Attio, where relationship context is easy to find.
Trigger
Webhook received
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Action
Assert Person Record
Creates or updates a person record using a unique attribute to avoid duplicates.
Why this helps
Important job contacts can remain trapped in project records while your relationship workspace stays incomplete.
- Create or update an Attio person from the provided contact information.
- Use the person’s unique identifier to reduce duplicate records.
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.
- 3Tell Notis to create or update an Attio person from each incoming job contact notice, using a unique identifier included in the request.
- 4Pick the webhook trigger and choose where run reports should go.
- 5Test with one real job contact notice and check the person record.
Questions about this workflow
Which identifier should the notice include?
Assert Person uses a unique attribute to find an existing person. Include the identifier available in your data, such as an email address.
Will the automation create a person when details are incomplete?
It depends on the fields required by your Attio workspace and the details provided. Test with a real example to confirm.
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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