Give your company records a regular refresh
A periodic check helps keep the business details you rely on aligned with active project information.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Update Record
Update an existing record.
Why this helps
Company records go stale when nobody has time to revisit them after project details change.
- Apply relevant changes to existing Attio company records.
- Keep unrelated attributes intact through partial updates.
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 review available company details and update only relevant changed attributes on referenced Attio records.
- 4Pick a recurring schedule trigger and choose where run reports should go.
- 5Test with one company and review the exact changes made.
Questions about this workflow
What does the action need to update a company?
Update Record needs the object type and an existing record reference. The company ID must be available to the automation.
Will it overwrite unrelated company fields?
The action updates only fields supplied, leaving other attributes unchanged. Instruct Notis to include only verified changes.
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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